Please join us for dinner, drinks, and a discussion on
The Outlook for 2019
Thursday, January 31st
6:30pm
Maggiano’s Little Italy Willow Bend
6001 W Park Blvd
Plan TX 75093
972.781.0716

Thursday, January 31st
6:30pm
Maggiano’s Little Italy Willow Bend
6001 W Park Blvd
Plan TX 75093
972.781.0716
Download this guide for an inside look at our services, rates, and process.
There is the legend of you should never make more than one major decision in 12 months
Election day November 5, 2019, is just around the corner and for Texans, this may be one of the most important votes we can make. I am and would recommend that you vote yes on Proposition 4. Texas Proposition 4, the Prohibit State Income Tax on Individuals Amendment, is on the ballot in Texas as a legislatively referred constitutional amendment on November 5, 2019.
What do two pushups every time you go to the bathroom have to do with financial success?
Absolutely nothing and everything at the same time.
The toughest four-letter word that I know is LIFE. Life is what happens when you are making plans. Planning is hard and requires what most of us struggle with – discipline and flexibility combined. I have seen this in my own life when trying to train for an athletic event. There is always something else…
Like athletes, the most successful business thrive under competitive pressure. Yet, as Warren Buffett says, “it is only when the tide goes out do you discover who’s been swimming naked.”
DOES IT MATTER?
One of the questions that I am often asked in general conversations is “where should I be investing my money now?”.
My answer is always the same.
“That would be hard for me to answer since I do not know what goals you are trying to reach with your money.”
The questioner then follows up with, “well it doesn’t matter, I just wanted to know what you thought was a good investment right now.”
Without having a plan, the odds are high that your future is much like a Financial Zombie!