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April Market Commentary
If I had been here before / I would probably know what to do Crosby, Stills, Nash & Young Deja Vu Two American icons, Mark Twain and Yogi Berra, have sayings that are attributed to them though actual records of their statements are hard to come by. “History may not repeat but it rhymes” is linked to Twain while...
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Planning for Irregular Income: Managing Financial Health When Your Income Is Variable
Managing your income and expenses is always important, but it can be a bit harder when your income isn’t the same...
7 Retirement Terms You Need to Know
Retirement planning should start as early as now for everyone. The earlier you start locking down your future, the...
Estate Planning Essentials: The importance of estate planning for a smooth transition and legacy preservation.
Have you ever wondered about the fate of your assets and loved ones after you're no longer here to guide them? What...
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September Market Commentary
We just tryna catch a good time /Even if it takes all night Good TimeNiko Moon With Labor Day falling on September 1st...
August Market Commentary
Like the changing of the seasons /Good things, they come and then they go Going, Going, GoneLuke Combs The end of July...
Mid-Year Market Commentary
Good Vibrations Brian Wilson and Mike Love (1966) When Brian Wilson, the genius behind the music of the Beach Boys,...
June Market Commentary
Is “Everything gonna be alright”?Everything’s Gonna be Alright- David Lee Murphy and Kenny Chesney (2018) It would be...
May Market Commentary
“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is an old saying, “in...
Solving Retention with Smart Retirement Strategy: How Andrews ISD Achieved 94% Participation
▶️ Watch Now: This Simple Change Made a Big Impact for StaffSchool districts across Texas continue to grapple with the...
April Market Commentary
“This world keeps spinning / And with each new day / I can feel a change in everything”“Well, it all keeps spinning,...
March Market Commentary: Tariffs, Inflation, and Taxes… Where’s the Balance?
Tariffs, Inflation, and Taxes: Where's the Balance? February Recap and March Outlook The new administration’s priority...
February Market Commentary: A New Administration Gets Down to Business
A New Administration Gets Down to Business January Recap and February Outlook January seemed to go on forever, as the...