Tax Law Changes – Actions for 2017

There are some big and small changes of note in the new tax law, all of which we will incorporate into our normal tax planning in 2018, but there are a few changes that we feel compelled to notify clients about in these last days of 2017.  Some families may benefit from taking action right […]

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Briaud Takes the WSJ 19 Question Challenge

Jason Zweig wrote a column in the August 25, 2017 Wall Street Journal about what consumers should ask a prospective (or current) financial advisor.  The column is definitely worth a read.  To save you the effort of asking us all 19 questions, we will answer them here.  At the bottom, we also include a question […]

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Still a Fiduciary After All These Years

Big changes are coming to the financial services world starting on April 10, 2017.  Due to a new regulation from the Department of Labor, anyone giving financial advice on a retirement account, be it an IRA or a workplace 401k, will be required to adhere to a fiduciary standard. What is a Fiduciary? A fiduciary […]

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