Austin Wealth Management Blog

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

We use Twitter to share timely info

January 3, 2018

If you are a frequent user of Twitter, you may want to consider following us @ATXWealthMgmt. Twitter can be a mess and a complete waste of time. However, I … Read More

What we understand about Bitcoin

December 26, 2017

As you might imagine, we field several inquiries about Bitcoin each week. The intrigue is certainly understandable and we have been doing our own research in an … Read More

Donor-Advised Funds for Flexible Charitable Giving

December 11, 2017

A Donor-Advised Fund (DAF) is a convenient way make charitable gifts over a long period of time. Here’s how it works: 1) Set up a DAF … Read More

Introducing 401(PRO) – small business retirement plans

December 8, 2017

As part of our planning services, we consistently see clients with 401(k) plans that are poorly designed, expensive, and not maximizing tax advantages.  Unfortunately, employers … Read More

Welcoming Wes Gallup, CFP®

November 20, 2017

Wes Gallup is a new Partner at Austin Wealth Management, and we are thrilled to have him on the team. He is leading our efforts … Read More

2017 Simple Year-End Tax Savings Ideas

November 14, 2017

(may not apply to you, always consider your cash flow and cash reserve first, and always consult your CPA for details) Increase your pre-tax 401k contributions … Read More

New Service: 401(k) Account Management

November 6, 2017

If you have a 401(k) plan through your employer, chances are that it is receiving the majority of your new investments each year. In a … Read More

Expanded access to non-traditional investments

October 30, 2017

We have expanded our access to non-traditional investments through an independent exchange called CAIS. This platform provides third-party research reports, analytics tools and streamlined transaction execution … Read More