Elevate Your Wealth with Direct Oversight Direct portfolio management means the people who know your financial life best are the same people making day-to-day investment decisions for your accounts. It is very different from the common approach where an advisory firm outsources investment decisions to distant managers or drops every client into the same off-the-shelf model. With direct management, the advisory team is actively choosing what to buy, what to sell, and when to a

I have found that most owners are thinking about selling as soon as they have a little profit. If not then, it certainly is well before an actual sale. Your best exit strategy doesn't start with a broker; it starts with a financial plan to accumulate wealth during the life of the business while is it in your control, and one piece can certainly be a Defined Benefit Plan, also known as a Pension. Yes, a Pension for small businesses. If you own a successful company, the sale of

The Houston Foundation Paradox Foundation balance sheets in Houston look strong. Markets have generally been supportive, and many boards feel they have done their job by protecting corpus and meeting annual payout requirements. Yet board conversations are getting harder, not easier, because conditions on the ground keep deteriorating around housing, education, and inequality. But many are feeling a quiet truth: Your impact per dollar is shrinking. We are calling it the Housto