When you see the bright red negative percentage next to your bond fund, you might reasonably question how much it's contributing to your portfolio. Reviewing bond fund gain/loss percentages causes … [Read More...]
Non-deductible IRA Contributions: Good or Bad?
As we approach tax time, you will likely be prompted by your tax software or preparer to consider an IRA contribution. If you're ineligible to deduct your IRA contribution or you're over the income … [Read More...]
DFW Best Financial Planners
We're honored to be included again in the D Magazine lists for DFW Best Financial Planners and Top Wealth Managers. Financial planning peers in the Dallas-Ft. Worth area vote for these lists, and we … [Read More...]