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405 State Highway 121 Bypass
Suite A250
Lewisville, Texas 75067
(972) 966-2020

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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Tuesday, August 8, 2017

“Go confidently in the direction of your dreams. Live the life you’ve imagined.” — Henry David Thoreau A Comprehensive Approach to Financial Independence & Quality of Life To sustain a long and happy life after...

 

Tuesday, August 1, 2017

Picture this-it's Friday afternoon, your work is done, and you have the weekend ahead of you. But what makes this weekend different than any other weekend is that two-week vacation following it. You wish your colleagues well, they...

 

Thursday, July 21, 2016

From The Desk of Terry Hill Like many of you, my family and I had a wonderful time celebrating the Fourth of July holiday weekend. When I was growing up, the Fourth seemed mostly about barbeques, friends, hanging out at the pool, and...

 

Thursday, March 31, 2016

Measuring the Value of Financial Advice

 

Tuesday, March 3, 2015

Positive emotions affect us in many interesting ways. They change your mental processes, the way you perceive the world and your behavior.*1 To illustrate this let me lead you through a quick exercise. First close your eyes and think...

 

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Wednesday, June 25, 2014

The Incredible Power of Vision and Our Founding Fathers "The best way to predict the future is to create it." -Peter Drucker With Independence Day almost upon us I think about our founding fathers who had a powerful shared vision that...

 

Monday, July 22, 2013

Recently, I came across an article written by Sallie Krawcheck, past president of Merrill Lynch US Trust and Smith Barney that does an excellent job of describing the reasons to hire a Financial Advisor. This view is not one that is...

 

Monday, March 11, 2013

The Power of Gratitude “If you rejoice in the way things are, the whole world will belong to you” Lao Tzu. I once read a story about a recent immigrant to the United States. He was asked what the biggest surprise was when...

 

Monday, October 15, 2012

"True wealth is what money cannot buy and death cannot take away." -anonymousIn a previous article I outlined the science of happiness and the “American Myth” which is the belief that the more money we have the happier we will be. The...

 

Monday, October 15, 2012

“Happiness resides not in possessions and gold; the feeling of happiness dwells in the soul”- Democritus Recently I read an article about a successful investment banker that raised some interesting questions in my mind. The article...

 

Monday, October 15, 2012

What Makes People the Happiest? Clue: It’s not money Does more money make people happy? Scientists are currently exploring that question and the results might -surprise you. As a financial advisor I became interested in the new science...