News and Events

United Way Fall Day of Caring 2015

October 16, 2015

Event, News

United Way Fall Day of Caring 2015

Austin Asset joined over a thousand volunteers across Austin in participating in the United Way’s Fall Day of Caring. It took place on September 11, as a way to honor and remember the day by giving back to our community. We learned about how trees take in air, water and…

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Home Improvement Challenge 2015 – Giving Back To The Community

October 7, 2015

Event, News

Home Improvement Challenge 2015 – Giving Back To The Community

On September 25, 2015, Austin Asset participated in LifeWorks’ 10th Annual Home Improvement Challenge, which helps empower youth by helping to provide a stable place to call home.  During the event, Austin businesses redecorate and furnish apartments for young adults working towards self-sufficiency. Austin Asset teamed up with CLS Partners…

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Download our Q2 2015 Newsletter, The Bridge

July 10, 2015

Newsletter

Download our Q2 2015 Newsletter, The Bridge

The Q2 Edition of The Bridge Newsletter features articles about maintaining diversification, discipline and flexibility to ensure a long-term portfolio, the new rule on split 401(k) rollovers and delaying Social Security and the new SAT format coming next Spring. Check out the latest Q2 2015 edition here.

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Download our Q1 2015 Newsletter, The Bridge

April 13, 2015

Newsletter

Download our Q1 2015 Newsletter, The Bridge

The Q1 Edition of The Bridge Newsletter discusses long-term and short-term investment strategies, info in regards to ACA and retirement, tips on how to beware of tax email phishing scams as well as Austin Asset and community news. Check out the latest Q1 2015 edition here.

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Austin Asset Blog: It’s Time to Protest Property Appraisals and Taxes

April 1, 2015

Blog

Austin Asset Blog: It’s Time to Protest Property Appraisals and Taxes

Most of us are interested in saving thousands of dollars every year on income taxes. Imagine being able to save comparable or incremental amounts just as well through ad valorem taxes i.e. property taxes. Fortunately, we as property owners can do just that at this time of year by familiarizing…

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Download our Q4 2014 Newsletter, The Bridge

January 22, 2015

Newsletter

Download our Q4 2014 Newsletter, The Bridge

The Q4 Edition of the The Bridge Newsletter contains valuable information on having patience in the market, investment flexibility in regards to 529 plans, tips on college financial aid and some updated IRS numbers for tax year 2015.  Check out the latest Q4 2014 edition here.

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Austin Asset Kicks off 2015 by Supporting the Austin Community

January 21, 2015

Event, News

Austin Asset Kicks off 2015 by Supporting the Austin Community

Wealth management firm proud to help local non-profits & organizations Austin, TX – January 20, 2015 – Austin Asset, one of Austin’s largest and oldest wealth management firms, today proudly announce their involvement in and sponsorship of multiple Austin organizations over the upcoming months. Included are long-time non-profit partner Any Baby…

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How to Give Like Santa and Save Like Scrooge

December 8, 2014

Blog

How to Give Like Santa and Save Like Scrooge

Charles Dickens’, A Christmas Carol, is rich with timeless characters such as Ebenezer Scrooge, Tiny Tim and the Ghosts of Christmas Past, Christmas Present and Christmas Yet to Come. Since we are in the middle of the holiday season, it is the perfect backdrop to discuss two areas in which…

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Download our Q3 2014 Newsletter, The Bridge

October 22, 2014

Newsletter

Download our Q3 2014 Newsletter, The Bridge

The Q3 Edition of the The Bridge Newsletter is contains valuable information on interest rates, the market, home office deductions and 529 plans.  Check out the latest Q3 2014 edition here.

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