Claire Thornton MST, EA, CFP®
The Four Languages for Lovers of Tax Efficiency
In the spirit of Valentine’s Day, we found it fitting to celebrate a love that we all can get...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...