Austin Wealth Management Blog


Tech Update: Portfolio Insight

May 17, 2018

We are excited to announce a new visual investment dashboard in your Orion portal. Orion is a performance reporting system that uses data feeds from … Read More


The Flat Yield Curve

April 17, 2018

Here is what has been going on in global markets in Q1 of 2018. Click here for the full Q1 report in PDF format. Some interesting … Read More


Can we afford that house? Rules of thumb.

March 19, 2018

There is usually a difference between the house we really want and the house we can actually afford. Figuring out a reasonable purchase price is … Read More


Deciding which house to buy

March 12, 2018

This is the time of year when home buyers and sellers become very active. If you are a potential buyer, let’s face it, this town … Read More


Higher interest rates on cash

March 6, 2018

Good news! Higher short-term interest rates mean higher potential returns on your cash. This is not going to make or break your retirement plans, but it … Read More


The Great Correction of February 2018

February 12, 2018

Last week was a doozy! The US stock market had been on a record-breaking streak of sessions without significant declines, so sharp drops in the … Read More


Individual Bonds or Bond Funds?

February 5, 2018

Bonds do not get a lot of attention in conversations because they are both complicated and boring, but they are one of the three primary … Read More


All time highs

January 30, 2018

  The level of anxiety about markets increasing dramatically is beginning to boil over. There are a variety of reasons working together to cause these … Read More


2017 Market Recap

January 16, 2018

Please follow this link to view the complete annual report in PDF format. Here are some interesting highlights from 2017: Emerging market stocks +37% vs … Read More


Expanded Use of 529 Funds

January 10, 2018

Expanded Use of 529 Funds Beginning on January 1, 2018, 529 account owners may take tax-free withdrawals up to $10,000 annually from their accounts for tuition expenses at public, … Read More