Insights

In this video, we provide a recap of what happened in the market during the month of January.

With tax season upon us, it is a great time to review last year’s finances with your spouse and look ahead at this year’s goals.…

For many households, it’s common to have a “CFO Spouse” who loves to discuss all things financial and a “Non-CFO Spouse” who may not love…

Some people may argue that investing and gambling are one in the same. However, investing shows an expected positive return over time whereas gambling does…

In this video, our Investment Team provides a 2023 year-end review and an outlook on 2024 bull, bear, and base case scenarios.

As we speak to many different people over the course of the year, there are often certain topics interest that are common in our discussions.…

The journey of life is made up of many ups and downs, and how we handle them can be challenging. Liz chooses to celebrate the…

In this video, Amaury recaps what happened in the market during the month of December.

We all have goals for the new year. In our latest video, Investment Advisor Tyler Davies highlights a few of his goals for 2024.

Kristina was recently honored with a San Antonio Business Journal 2023 C-Suite award. She speaks about what it takes to be a great leader is…

Julie was recently featured in San Antonio Business Journal's People on the Move publication for her role of General Counsel | Chief Compliance Officer at…

Our Chief Financial Officer | Chief Operating Officer, Kristina G. Craig, CPA CGMA® was recently awarded with San Antonio Business Journal's 2023 C-Suite Award. This…