Claire Thornton MST, EA, CFP®

A Marquee for TXSE: What investors should know about the new Texas Stock Exchange

Eyebrows are raised and interests piqued at the announcement of the new Dallas-based stock...

Four Ways to Jumpstart Your Financial Plan for Success

✔ Consolidate investment accounts with a single trusted Financial Planner.Some investors believe in...

Do you have an appetite for acronyms? Time to meet The Granolas.

If you’re one to follow market headlines, you’ve likely heard of the Magnificent Seven stocks...

When Tax Planning Crosses the Line - Understanding the difference between above the line and below the line deductions.