Monthly Market Recap: January 2025

In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of January.

Election Day 2024 – Let Your Voice be Heard

Today is Election Day, and we let our voices be heard at the ballot box. If you haven’t already, we hope you’ll take part in shaping the future and cast your vote. For Bexar County Election Day voting information, visit Election Day Vote Information | Bexar County, TX – Official Website

Financial Conversations with Kids

Is it ever too late to have financial conversations with your kids? In our latest video, we explore why having these conversations is important and provide a few tips on when and how to have them.

Habits, Routines, and Time Management

Small changes over time can lead to positive results when trying to overcome a bad habit or form a healthy one. In this video, we explore how developing sustainable routines and time management skills can help you form healthy habits or overcome bad ones.

Market Update: August 2024

Join our Investment Team as they discuss the recent volatility and decipher what has been happening in the markets globally.

3 Tips for a Mid-Year Financial Check In

With summer coming to a close, it’s a good time to do a quick appraisal of your financial situation. In this video, we give you 3 tips that can help you start your mid-year financial review.