News & Events

NEW! Download our Q2 2016 Newsletter, The Bridge

July 20, 2016

Event, News, Newsletter


In our latest Q2 edition of the Bridge newsletter, we compare wine-making with investing – while it is a carefully calibrated journey from grape to glass,  similar levels of care are critical to good investment outcomes.  Also covered are Money Market Reforms – a group of changes was announced in July 2014 and these new rules are intended to increase fund liquidity and to protect investors. We discuss the current state of Social Security Funding as 2016 reports project a small Social Security cost-of-living adjustment (COLA) and Medicare premium increases for 2017.  Of course, we’ve included what Austin Asset has been involved in with the community!  Check it out here: