Wealth Management Articles Search

How to Divide your Estate…Unevenly

//   June 5, 2017   The Situation   Dividing your estate among your children is easy, right? Just give each child an equal part. While that approach sounds great in theory, in practice the issue may be more complicated. ...
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What Your Insurance Agent Won’t Tell You

//   May 8, 2017   The Situation As you build wealth, your asset protection plan needs to do more than grow. It needs to evolve. And you shouldn’t expect a mainstream, one-company insurance agent to tell you when your ...
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Top Overlooked Tax Ideas

//   April 10, 2017   I would like to introduce you to our quest columnist for this month. Robert Gonzales, CPA is the Managing Partner of Linn Thurber LLP, a specialized Houston-based CPA firm providing U.S. tax compliance and ...
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HBJ Ranks PartnersInWealth #6 Among Houston-area Wealth Management Firms

//   March 21, 2017   The Houston Business Journal (HBJ) released their new rankings of Houston-area wealth managers, and PARTNERSINWEALTH came in at #6. This ranking is based on assets per client, among firms with investment minimums below $1 ...
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Should Your Kids Pay for College?

//   March 9, 2017   The Situation The cost of a traditional college education has increased in recent decades, on that we can all agree. But who should pay the cost, the parent or the student? That is a ...
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Coping With the Death of the Death Tax

//   February 22, 2017   The Situation If the estate tax was a person, it would be lying in serious condition in a hospital, clinging to life. With President Trump having singled it out for elimination, and a Republican ...
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What Do Rising Interest Rates in 2017 Mean To You?

//   February 7, 2017   The situation It took awhile, but the Federal Reserve followed up its December 2015 interest rate increase with another quarter-point hike in December 2016. And they are thought to be planning two-to-three more hikes ...
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Markets Over-Valued? Here’s your next move

//   January 11, 2017   The situation After a post election bounce, domestic stocks are starting 2017 near all-time highs. What we are hearing Some clients have noticed this and contacted me. Like Icarus from Greek mythology, they think ...
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2017 Tax Changes You Need to Know

//   December 8, 2016   A little time spent planning for the year ahead can go a long way towards ensuring you are minimizing the income taxes you pay.  The IRS has released its changes for the new tax ...
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Treat yourself, click here…

//   December 20, 2016   In the spirit of the holidays, we wanted to send a video that you may find enjoyable. The expressions on the onlooker’s faces is priceless. In a bustling city plaza in Sabadell, Spain, a ...
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