Roger A. Shake, CFP®, RLP®, CeFT®, Steven G. Wachs, CFP®, and Matt Quinn, CFA® were all selected as 2022 Texas Five Star Wealth Manager recipients. You can read all about it in the August 2022 ...

by Steve Wachs, CFP® August 2022 “You do not need to know precisely what is happening, or exactly where it is all going.  What you need is to recognize the possibilities and challenges ...

by Steve Wachs, CFP® “Though markets are generally rational, they occasionally do crazy things. Seizing the opportunities then offered does not require great intelligence, a degree in ...

by Roger A. Shake, CFP®, RLP®, CeFT® May 2022 In 2013 Disney released the animated movie ‘Frozen.’ It’s the story of a princess, Anna, setting out on a quest to locate her estranged sister, Elsa, ...

by Steve Wachs, CFP® The paragraph below is a first quarter update that we recently received from JP Morgan. It does a good job of providing facts about recent returns in different asset classes ...