The level of anxiety about markets increasing dramatically is beginning to boil over. There are a variety of reasons working together to cause these feelings, often triggered by the recently common headline “New record highs!” There is a prevailing…Read More
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 US Stock market +21% US Large Cap Growth index +30%, led by tech sector Top…Read More
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, private, or religious schools. This provision will apply to elementary, middle, and high schools. Financial…Read More
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 have found that by carefully curating a list of people to follow, it becomes an…Read More
