Hot Topics

  • WOMEN, WEALTH & WINE FEBRUARY!

    Texas is the #1 state in the nation for Female Entrepreneurs Houston’s Bay Oaks Country Club, was the setting of “Women Wealth & Wine” a conversational and informative new SERIES … Read More

  • Monthly Market Review: January 2020

    The Markets (as of market close January 31, 2020) January was full of ups and downs as investors rode a wave of uncertainty. The month began with many of the benchmark indexes listed here losing … Read More

  • Annual Market Review 2019

    Overview The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. In between, both domestic and global economies showed signs of slowing, all … Read More

  • Monthly Market Review: November 2019

    The Markets (as of market close November 29, 2019) Stocks grew for the third straight month as each of the benchmark indexes listed here posted solid returns in November. Despite unrest in Washington as the … Read More

  • Monthly Market Review: October 2019

    The Markets (as of market close October 31, 2019) Investors continued to buy stocks, pushing values higher in October. Each of the benchmark indexes listed here posted solid monthly gains despite signs that the economy … Read More

  • Life Insurance and Estate Planning

    Life insurance has come a long way since the days when it was known as burial insurance and used mainly to pay for funeral expenses. Today, life insurance is a crucial part of … Read More

  • The New Estate Tax Rules and Your Estate Plan

    The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions. The 2010 Tax Act provided that in 2011 and 2012, the gift … Read More

  • Key Estate Planning Documents You Need

    There are five estate planning documents you may need, regardless of your age, health, or wealth: Durable power of attorney Advance medical directives Will Letter of instruction Living trust The last document, a … Read More

  • Introduction to Estate Planning

    What is estate planning? Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of developing and implementing … Read More

  • Quarterly Market Review: July-September 2019

    The Markets (third quarter through September 30, 2019) The third quarter was full of ups and downs for stocks, much like the second quarter. Stock values moved in response to the rhetoric from the participants … Read More


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