Blog - Southlake Financial Planner | Wealth Manager I Financial Advisor

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March 31, 2020
Time for change Scrabble blocks

Are You Ready for a Change?

Are you unhappy with the lack of communication from your current financial advisor?  Did you lose more money than your […]
March 27, 2020

What We Can Already Learn from the COVID-19 Market Correction

A MESSAGE FROM OUR PRESIDENT BRIAN TILLOTSON “Discipline is the bridge between goals and accomplishments” as quoted by Jim Rohn. […]
March 23, 2020
Balance 2020: Investing and Exercise – Endurance Events

Balance 2020: Investing and Exercise – Endurance Events

As most of you may or may not know, I was a collegiate swimmer for the University of Arkansas, mostly […]
March 9, 2020
Balance 2020 Series

2020 The Year Of Balance

Like the numbers of the actual year itself, 2020, I declare 2020 the year of balance!  Balance is important to […]
March 9, 2020
How Your Investments Are Like Perfectly Smoked BBQ

How Your Investments Are Like Perfectly Smoked BBQ

Trust the process! Josh recently wrote an article titled “Five Financial Lessons from the Dallas Cowboys”, and one of the […]
February 26, 2020
Tax Season: Important Dates, Deadlines & Figures

Tax Season: Important Dates, Deadlines & Figures

It’s hard to believe that tax season is here already.  In an effort to help our clients be prepared, we […]
February 23, 2020
Federal Reserve National Debt

Federal Debt Concerns: Fact or Fiction?

The most common concern I hear from people is regarding the federal debt and its impact on the economy, and […]
February 11, 2020
Wear sunscreen and timing the market

Wear Sunscreen & When to Worry About the Market

In 1999, Baz Lurhmann released the song “Everyone is Free (To Wear Sunscreen),” a song I still play for my […]
February 11, 2020
Retirement Planning

Planning for Retirement and Choosing a Beneficiary

Retirement planning is about more than planning the fun things you want to do when you earn your freedom from […]
February 8, 2020
Secure-Act-is-Important

Why The Secure Act is Important for All Age Groups!

If you think this is just for retirees, please don’t stop reading! Recently the Secure Act, officially known as the […]