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Tuesday, May 12, 2026

Last Saturday, I wore a duck suit around Historic Pearl—a situation I never expected to find myself in. Then again, many moments from the past five years weren’t on my life’s bingo card. This July 23rd marks five years of Greenwing...

Friday, March 20, 2026

In March of 2021, the Ever Given got stuck in the Suez Canal. If you think traffic is bad in San Antonio, imagine being stuck behind that ship as it loses control and lodges itself between the two banks of a very busy waterway. The...

Wednesday, February 11, 2026

Gross domestic product is often cited as a measure of change in population and productivity. Naturally, if you want GDP to continue to grow, you would want population to grow and productivity to increase. Population is a mainstream...

Thursday, December 11, 2025

In every underdog story, there is one essential driving force - love. What else would make someone want to stand in the gap of such improbable odds? There wouldn't be underdog stories if there weren't such perceived imbalances in...

Thursday, November 13, 2025

I grew up in urban southern California. We did not have a barn on campus to house our 4-H animals. The idea of any competition ending with awarding belt buckles is still somewhat confusing to me. However, I am always down to try...

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Tuesday, October 21, 2025

Peace and calmness to you as emotions dominate this present age. I am encouraged by your desire to learn and act upon sound principles of investing and financial management. I hope to visit with you soon and speak of the many blessings...

Monday, September 22, 2025

This year has been full of internal churn. On the one hand, Greenwing WM has far exceeded every goal I could have imagined four years ago, and on the other, I wrestle with the concept of more. More is often dangerous because it can...

Monday, June 9, 2025

After America's stunning upset of the British in the Revolutionary War, you may think there was a time of relative peace and agreement among the new nation. Unfortunately, that would be an incorrect assumption. One of George...

Tuesday, May 20, 2025

My wife and I have four daughters, ages 12 to 5. We started in our early 20s, so I fully expect all the girls to be moved out by the time I am 50. It is hard to be on Facebook and see our peers posting the cliché photos from a beach in...

Wednesday, April 16, 2025

I had a knee replaced in February of this year. Although I've had other surgeries and come out of anesthesia before, this was the first time I woke up with the surgeon standing there looking at me. He had pictures he had taken...

Friday, April 4, 2025

I drink an unhealthy amount of coffee. Just black, so I'm not drinking my calories. I live in a little town outside of San Antonio and have a choice of coffee shops to visit. I generally spend my money at the local shops run by local...

Monday, March 10, 2025

The Nasdaq has announced its intention to have 24-hour trading, five days a week, starting the second half of next year. The main argument is that 24-hour trading will draw more investment from the rest of the world. That could be true...

Tuesday, February 11, 2025

Please don't hold this against me, but I grew up in Southern California. During my formative years, I played basketball and watched the Lakers. I still reminisce about Derek Fisher's 0.4-second fadeaway shot in the playoffs against San...

Tuesday, December 17, 2024

I was recently at lunch in Stone Oak, and the person I was with brought to my attention that the federal authorities had just arrested an advisor in Stone Oak. I don't spend much time paying attention to what other advisors are doing,...

Wednesday, November 20, 2024

Hi, my name is Austin Lane, and I am a brand-name consumer. *You say "Hi Austin"*. While I'm primarily in recovery, I still have relapses now and again. In my younger years, you wouldn't find me shopping for anything that was not a...

Friday, October 18, 2024

Happy holidays to you and yours! The holidays are an excellent time to connect with friends and family and bond over what is most important in life. All this thinking of bonding got me thinking about bonds. What bonds us together?...

Thursday, September 19, 2024

YouTube has ushered me down a rabbit hole of videos featuring extraordinarily talented people playing public pianos. In case you are unfamiliar with it, many public places like malls, train stations, and so on will have a piano out in...

Monday, August 5, 2024

The most asked question I have had in my career is some version of "When is it a good time to invest?" I casually walk over to my desk, buried under napkins, unused folders, and a bag of chips is my favorite crystal ball. I get it out,...

Friday, July 19, 2024

Recently, I was exposed to the musical Wicked. The Majestic hosted the traveling Broadway cast earlier this year, and I was informed that I would be attending a show with my girls. I went from slumped in my chair thinking about the...

Monday, June 17, 2024

Bringing up Dave Ramsey in the South is like talking about Selena in South Texas. It's not something you are allowed to be neutral about; you either love them or should be cast out of society. Just hear me out; Dave has undoubtedly...

Monday, May 20, 2024

I grew up golfing, a sport that taught me the value of balance. In high school, I worked on a golf course, and in college, I worked for Golfsmith. Golf is a unique sport that demands a delicate equilibrium between mind, body, and...

Wednesday, May 1, 2024

I turned thirty-six this year, which makes me twice the age of kids who are graduating high school this year. Life really gets away from you fast. Whether you are graduating high school or college, soak in this moment!  ...

Friday, April 19, 2024

Well, dads lie a little bit. I will acknowledge that I will lie to my girls on occasion, but my lies are insignificant. For instance, when I'm done working and make it home, plop myself down on the couch, turn on a sporting event, and...

Monday, February 19, 2024

My family and I are in the process of moving. Our 2000 sq feet had been great, but between my wife and four daughters under 10, it's time to upgrade. My brain is hardwired to see a home as an asset to be measured and invested in. My...

Thursday, February 1, 2024

February has always been a special month for me. For one, it is my birthday month and the month I proposed to my wife. February hosts one of my favorite holidays - Valentine's Day. For those of you who haven't met me in person, I am...

Friday, January 19, 2024

Recently, I had the opportunity to participate in Career Day at Beard Elementary. Often, I get to speak to groups of people, but this was my first time in front of the high-stakes critics who are fifth graders. To make my part more...

Wednesday, December 6, 2023

Life is full of decisions that can sometimes result in us being unbalanced. We need to balance today's needs with tomorrow's needs. From time to time, everyone needs to take a step back, recalibrate, and move forward more intentionally...

Thursday, November 2, 2023

I love Christmas, and I love it like a 4-year-old loves it. Much of it stems from loving it as a child, listening to the music, spending time with family, and focusing on the important things in life. I know I am not alone because, as...

Tuesday, September 19, 2023

People are parts logic and emotion. Logic is boring, but it provides a framework for moving through life in a way that attempts to help make sense of what’s happening around you. It is like a two-dimensional black-and-white map....

Wednesday, August 16, 2023

"Rich Men North of Richmond" has emerged from the densest sticks in the county and resonated with nearly everyone who has heard it. Mr. Anthony from Farmville, VA, has gone viral. On August 8th, a song he wrote and sang was uploaded to...

Thursday, July 13, 2023

Don't have an advisor who is afraid to rock the boat. If doing the right thing results in a little rock.. so be it.

Friday, June 16, 2023

Just because a lot of people say it, does not mean it's true.

Friday, June 2, 2023

A quick beginners guide to financial management

Friday, May 19, 2023

How well do you understand annuities? Here's the place to start.

Friday, March 31, 2023

Never has a recession that may or may not…or maybe already happened been talked about so much. Here's our take...

Friday, March 10, 2023

Netflix dropped a four-part documentary on Bernie Madoff earlier this year.  It is a fantastic docuseries that recounted one of the biggest Ponzi schemes in history.  The series featured personal stories of real clients who...

Thursday, February 23, 2023

Top line numbers and bottom line numbers can be very different. How is winning the lottery like having all your assets in a traditional IRA?

Tuesday, January 31, 2023

To roll or not to roll, that is the question!