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Milad Taghehchian, CPA, CFP(R)
Mar 9, 2020
Oil and other commodity issues
Discussions have been occurring over the last few weeks regarding oil production by OPEC member nations to control prices for the benefit...


Milad Taghehchian, CPA, CFP(R)
Mar 9, 2020
Bond Market Update
Bond yields are at record lows. Corporate bonds have liquidity concerns. Bond prices are up 13%. Time to take gains and rebalance?


Nicole Renaux
Jan 17, 2020
Addressing Affordability and Housing Supply while Investing in Your Residential Property
Urban density and affordability are familiar issues for many Austinites. Building an Auxiliary Dwelling Unit (ADU) has become a creative...


Nicole Renaux
Nov 1, 2019
Sun’s Setting on Solar Tax Incentive
If you’re considering solar panels for your home, the time to move forward with planning and installation might be sooner rather than...


Nicole Renaux
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...


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...


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...


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...
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