News

post-thumbnail
May 19th, 2021
Q&A: What election results will mean for your investment portfolio

The presidential election is on everyone’s minds this week, and financial planners and investors are no exception. The Business Journal’s recent cover story laid out the potential implications of each candidates tax […]

Read More
post-thumbnail
May 19th, 2021
Financial experts try to make heads or tails of the election’s tax implications

As the November election approaches, accountants and money managers are fielding calls from clients — especially high earners — seeking advice in anticipation of possible tax changes. Todd Brockwell, president […]

Read More
post-thumbnail
May 19th, 2021
Financial Expert on US Economy’s Road to Recovery

After weeks of steep market declines and headlines warning that we’re careening toward a global financial crisis, you may be ready to cash out. But, a Texas-based financial expert is […]

Read More