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 are often not aware that they could be receiving better 401(k) services while actually lowering their overall…Read More
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 in 401(k) plan services for small and mid-sized businesses. In this capacity, he is working…Read More
We are generally in favor of ‘passive’ or ‘indexing’ strategies as an effective means to capture market returns and fine tune the amount of risk investors want to take. However, not all index-based investment products are the same, and you…Read More
We conduct research on our competition in an effort to constantly improve our services and to make sure our fees are competitive (turns out they are VERY competitive). It occurred to us that it would be very difficult for someone…Read More
If you use Twitter, you may want to consider following us. We have found Twitter to be an excellent method of providing current and relevant perspectives on important financial topics. This allows us to use email sparingly and save you…Read More
Rob Arnott is the founder of Research Affiliates, a firm that researches sources of long-term excess returns in financial markets. This five minute interview contains his thoughts on the efficacy of market timing and his belief in the most practical…Read More
We naturally receive quite a few questions about investing with regards to the upcoming Presidential election, and as you might expect given the polarizing nature of the candidates, the concerns about potential market declines usually align with the political leanings…Read More
Having a good credit report is important when it comes to personal finance, because most lenders use credit reports to evaluate the creditworthiness of a potential borrower. Borrowers with good credit are presumed to be more creditworthy and may find…Read More
The Wealth Management System that tracks and summarizes your financial world now has the ability to send you email alerts. You can setup an alert if your cash gets too low, if you exceed your budget, you incur a large…Read More
Our “Creating a Will” seminar was well-received by those who attended. The presenter, Marty Roos of Strasburger & Price LLP, did an excellent job of providing practical education to help the audience understand important considerations when planning for your estate….Read More
