Blog


  • 23 Questions You should Ask Before Hiring a Private Wealth Manager

    Whether you are new to investing or have been socking away funds for years, the decision to get outside help may seem like a daunting process. Luckily, we put together this common-sense, step-by-step guide to researching your options. There are many titles when it comes to financial professionals – financial advisor, financial manager, private wealth […]

  • Diversification is an Investment Strategy to Manage Risk

    You’ve heard some of these before. Buy low, sell high! Use the Iron Condor! Sell in May, Go Away! Watch the Groundhog! (I made that last one up…) Except for the reference to Puxatawney Phil, these are all investment strategies people turn to in order to increase returns or reduce risk. Investment risk can be measured using […]

  • Growth vs. Value Stocks – Which Has the Best Track Record?

    More than 4,000 companies are traded on the major stock exchanges in the United States, and another 15,000 or so are traded off the major U.S. exchanges. It is challenging to determine which ones might grow into valuable companies versus which ones might be duds. There are many categories of stocks, but our favorite is […]

  • Unraveling Your Retirement Savings Options

    Times have changed. Gone are the days of the bespectacled, white-haired gentleman wearing a three-piece suit, placing a comforting hand on your shoulder and saying, “Trust me, we will take care of your retirement.” Today’s investor is savvier. Caution is abundant after Y2K, Bernie Maddoff, the Financial Meltdown of 2008, etc. Despite some harrowing events […]

  • Fee-based Austin Financial Asset Managers – Aligning Our Goals to Yours

    Austin, Texas is hot, both literally and figuratively. By now, you have probably seen it on some “best” lists. Forbes recently named it the #1 “next biggest boom town in the U.S.”  Already the 11th largest city in the U.S., the capital city is rapidly expanding.  As residents and fee-based Austin asset managers, we are […]

  • Most Undervalued Stocks for 2017 – From Value Stock Pickers With a History

    Who doesn’t like to find great deals? Especially in stock picks? Being bargain hunters at our core, we get it. In reality though, there is no broad definition of “the most undervalued stocks”. Even so, we can certainly share some of our current favorite undervalued stocks for 2017, and the process we use to decide […]

  • Difference between a financial manager and a private wealth manager

    You are not alone if you’re unsure about the difference between a financial manager and private wealth manager. You’ll find a bevy of labels and terms out there regarding financial professionals who work with individual clients. These terms – which can include Financial Advisor, Financial Manager, Financial Planner, Asset Manager, Private Wealth Manager – don’t […]

  • PASADARM: A Time-Tested Value Investing Strategy

    Don’t worry if you’re racking your brain for all the acronyms you know and are coming up short. When it comes to PASADARM, you are in the very large majority. Our founder, the late Al Frank, coined the term PASADARM to refer to his value investing strategy. Forty years later, we believe it still holds […]

  • Getting Started With Tax Efficient Investing

    There are two things guaranteed in life: Death and Taxes. While maintaining a healthy lifestyle can seem complicated, we’d argue that understanding the IRS Tax code is even worse. Do you feel like you know for certain that your investment accounts are maximizing their tax efficiency? If so, kudos to you. If you want to […]

  • Should I Reinvest Dividends? Two Reasons We Don’t

    You’ve probably heard many times that you should always reinvest dividends, but you may have also heard reasons not to always automatically reinvest dividends. Ultimately, you should make the right choice for your own investing, which includes understanding the pros and cons. There are two reasons we don’t reinvest dividends that you might consider when […]

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