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Taking the Long View in a Short-Term World
One of the primary roles we play as financial advisors is to help our clients remember to take the long-view.
Talking About Money
Category: Financial Planning » Family Governance
Tax Planning Strategies For 2019: How Can You Act Now?
Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�
Teaching Your Kids to be Grateful and Giving
Category: Financial Planning » Charitable Giving
Most of the time, it is not so much how we directly “teach” our kids about the value of money but rather how we model and speak about money around them.
Teaching Your Kids to Invest Early in Life
Category: Financial Planning
One of the concerns I continually hear from the clients I work with is whether the next generation can handle money well. The only way to know is to give them an opportunity. Helping them invest early and often will teach them discipline, patience, how to manage their emotions and the power of compound interest. All of it is essential learning on the path to financial independence . . . and many other things in life, as well.
Thanks a Million
We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you.