Spring is a smart time to give your finances a reset. A seasonal review can help you cut waste, reduce stress, and make sure your money is still aligned with your goals.

Conflicts in the Middle East, particularly those involving major oil-producing regions, have repeatedly shaped the global economy. While each conflict is unique in its political context, their economic effects tend to follow identifiable patterns driven by energy prices, supply disruptions, and uncertainty.

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.