Dec
16

Fantasy sports & financial planning: Capitalizing on skill over luck

posted on December 16th 2015 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Fantasy sports & financial planning: Capitalizing on skill over luck   As of late, kick-off probably isn’t exactly the same for quite a few people around the US. Why? Because six states (and counting) have deemed daily fantasy sports illegal. Most recently, New York joined the mix after an onslaught of advertising popped up in […]

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Dec
09

Even powerful brands can fail: 6 safeguards to put in place

posted on December 9th 2015 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Everyone loves a new restaurant: the allure of a new menu, a fresh atmosphere, an exciting experience. Yet even when that restaurant is started by a local powerhouse who’s boasted major success in the past, a flourishing entrance and prosperous existence isn’t always guaranteed.   Such was the case with St. Philip Pizza, a highly-anticipated […]

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Nov
17

Preserving Your True Wealth

posted on November 17th 2015 in Austin CFP Team Posts & Your Family with 0 Comments

Helping clients protect, preserve and grow their financial wealth is what I do every day. However, I recently realized that as a wealth manager, I’m able to add value in an area outside of the financial realm by helping people preserve and protect their true wealth: their memories. Think about it. All you really are […]

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Oct
19

2015 Q3 Review: Mindfulness And The Big Picture

posted on October 19th 2015 in Austin CFP Team Posts & Market Commentary with 0 Comments

Every week I participate in a discussion group that is currently reading and discussing the Majjhima Nikāya, or Middle Length Discourses of the Buddha. The discussion is led by an American Monk who was previously a Zen practitioner. Recently we were discussing the topic of “Mindfulness” and I realized that it has many practical applications […]

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Oct
01

The Dragon And The Big Bang Theory

posted on October 1st 2015 in Austin CFP Team Posts & Market Commentary with 0 Comments

This brief two-part summary covers two areas of interest: China and investor behavior. The first is China, which is on every investor’s mind, and explains how to invest there while avoiding most of the problems you’re hearing about. The second is a personal essay on having a successful investing mindset from a Hollywood executive producer, […]

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Aug
24

How to Read the Panicky Market

posted on August 24th 2015 in Austin CFP Team Posts & Market Commentary with 0 Comments

Some of the most entertaining times to be a long-term investor are those periods when short-term investors are looking over their shoulders for an excuse to sell. They’re convinced that the market is going to go down before they can get out, and so they jump on any bad news that comes across their Bloomberg […]

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Jul
10

What Can a High School Coach from Arkansas Teach Us About Investing?

posted on July 10th 2015 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Kevin Kelley is an Arkansas high school football coach who almost never punts the ball.  When he first arrived at Pulaski Academy, local fans were furious and confused by his coaching strategy.   Kelley says he stumbled upon research done by a Harvard college professor. The main theme of the professor’s paper was that conventional […]

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May
29

3 Important Investment Mistakes to Avoid in 2015 and Beyond by Morgan Smith

posted on May 29th 2015 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Mistake #1: Diversifying by Hiring Multiple Financial Firms   Many investors want their investments diversified. This is a good thing for those who want to reduce many of the risks associated with investing, but the mistaken perception of what diversification actually means causes investors to have some strange ideas.One of the things I’ve heard people […]

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