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Sep 10, 2019

College Costs & Savings Strategies

As summer winds down, kids head back for a new school year. Among the pencils, paper, and other supplies, it’s important to equip your...

Ecotourism: What is it? And is it right for you?

Nicole Renaux

Aug 1, 2019

Ecotourism: What is it? And is it right for you?

When the weather gets this hot in Austin, I often spend my time fantasizing about other, less hot places I could be. To be completely...

Adding Climate Change Values to Your Strategy

Nicole Renaux

Apr 23, 2019

Adding Climate Change Values to Your Strategy

Most experts, and frankly, most humans agree that the climate is changing as a result of human activity. Many people are looking for ways...

Nicole Renaux

Apr 3, 2019

Opportunities in Opportunity Zones

Recently, investors have become infatuated with Opportunity Funds, a popular new vehicle to reap attractive tax incentives while...

Nicole Renaux

Mar 26, 2019

Planning When There is a Large Age Gap

Retirement planning for couples with a large age gap can lead to some interesting planning issues. My significant other is 17 years my...

Addressing Trade-offs in Your ESG Strategy

Nicole Renaux

Mar 19, 2019

Addressing Trade-offs in Your ESG Strategy

Socially conscious individuals are drawn to the idea of socially responsible investments (SRI), allowing them to align their social...

Pursuing ESG: Adding Environmental, Social, and Governance Factors

Nicole Renaux

Mar 1, 2019

Pursuing ESG: Adding Environmental, Social, and Governance Factors

With the growing popularity of index funds and ETFs, investors are often seeking a low cost approach to a diversified portfolio. And...

Nicole Renaux

Feb 16, 2019

Move to Puerto Rico for tax benefits?

In this interesting article, Andrew Henderson of Nomad Capitalist takes on the sometimes trendy idea to reduce your tax burden by moving...

Daphne Jordan CFP (R)

Feb 2, 2019

Saving for College: Smart Options

As a parent, it’s likely that one of your dreams for your child is that she will go to college. After all, Benjamin Franklin said, “An...

Interest Rates Are Increasing.... Now What?

Milad Taghehchian, CFP(R)

Oct 7, 2018

Interest Rates Are Increasing.... Now What?

After almost a decade of record low interest rates, over the last 24 months the US Federal Reserve has been incrementally increasing...

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