What started as a leap into a new city with nothing but a vision and a commitment to doing right by people has grown into a firm built on trust and relationships. Fifteen years later, the lessons we’ve learned continue to shape how we serve, and they’re worth sharing.
How might the upcoming midterm elections on November 3 affect my investments and overall financial plan? History shows that midterm election years often bring short-term volatility and muted returns, but they rarely derail long-term progress.
Financial advisors Tom Valenti and Clayton Taylor recently received the Platinum Top 50® Partner of the Year Award. PT50® is an organization within the real estate communities of San Antonio and Austin that recognizes exceptional real estate professionals who exemplify achievement, service, and leadership.
Our focus has always been on values and culture, not rewards. The accolades we've received are a meaningful reflection of the people, culture, and clients that define our firm. As we look back on the recognition we’ve received, our overwhelming feeling is gratitude. Gratitude for our team members who live our values every day and for the clients who place their trust in us year after year.
Most families make high-stake decisions about colleges based on the common misconceptions. These myths can quietly cost them tens of thousands of dollars over the duration it takes for their children to go through school. Keep reading to hear from our advisors about getting past the goal of just "getting in," and figure out how to keep your long-term financial plan in tact during these costly years.
For many people, a new job, promotion, raise, bonus, or even a big drop in expenses (like finally paying off a car or student loan) feels like a green light to spend. The paycheck goes up, but there’s rarely a deliberate conversation about what to do with that extra income, so it quietly disappears into nicer dinners, more subscriptions, upgraded cars, and impulse purchases. When these opportunities arise, it is more than a bigger paycheck; it’s a chance to permanently change your financial life for the better.