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  • About Us
    • About
    • Our Team
    • Our Story
    • Investment Philosophy
    • Disclosures
  • Services
    • Who We Serve
    • Personal Investment Management
    • Strategic Planning & Investment Management for Endowments & Foundations
    • Company-Sponsored Retirement Plans
  • Clients
    • Becoming a Client
    • Investment Reporting
    • Management Fees
    • Client Login
  • Resources
    • Our Blog
    • Useful Guides
  • TV
    • Money Wise TV Show
  • Podcast
    • Money Wise Podcast
  • Contact
    • Corpus Christi
    • San Antonio
Discover practical tips for creating a financial roadmap to take control of your finances in the new year.

How to Create a Roadmap for Financial Success in the New Year

Discover smart steps for setting financial goals that stick and make 2025 your year of progress and smarter money management.

Kickstart 2025: Setting Financial Goals That Stick

Discover how to be a stronger investor with these nine tips. Learn strategies to build confidence, reduce risk, and strengthen your investment portfolio today.

Nine Ways to Be a Stronger Investor Starting NOW

Discover strategies for your retirement spending plan for the new year to help make the most of 2025.

The Retiree Spending Rules You Should Be Following in the New Year

Gifting Shares of Stock to Charity: A How-To Guide

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CORPUS CHRISTI

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    San Antonio, TX 78216
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Money Wise

A weekly discussion of Wall Street and investing including timely investment management topics.

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