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2024 Mid-Year Update Webinar

Austin Asset’s 2024 Mid-Year Update took place on July 11th at 11:30AM. In this session, our team covered the following: Market Review and Economic Drivers Risks (and Opportunities) for Remainder of the Year Impact of Presidential Election, Geopolitics, A.I., The Fed, and more…. Austin Asset Updates     All information provided is for educational and/or […]

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2024 Investment Outlook Webinar

Austin Asset’s 2024 Investment Outlook took place on January 18th at 11:30AM. Our team covered the following: Global Financial Market Review Forward-looking Investment Prospects Planning Opportunities in 2024 Austin Asset Updates A recording of the webinar is available to watch below:     All information provided is for educational and/or informational purposes only and should […]

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Austin Asset’s 2023 Outlook Webinar

Our 2023 Outlook Webinar took place on Wednesday, January 11th at 11:30 am CST. In this 45-minute session, our team covered: Assessing Global Markets After a Challenging Year Economic Crossroads: Interest Rates and Inflation Looking Ahead in the Markets: 2023 & Beyond A recording of the webinar is available to watch below:      

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Charitable Giving in 2021

Charitable giving is a wonderful way to support the causes you care about while also getting a tax break. As we move through this year, now is the time to make sure you’re documenting your 2020 deductions properly and planning for your 2021 charitable giving.

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Understanding Behavioral Finance

Are you a better-than-average driver? Chances are, you answered yes. That’s because nearly 3/4 of people think they are better than average drivers. Besides being mathematically impossible, this statistic is an example of overconfidence and is just one illustration of how certain biases can influence our thought patterns. In this video, we’ll take a look […]

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How Wealth Management Can Adapt to Changing Needs of Market, Talent Pipeline

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Authentic Advice Video: Protect Yourself From Identity Theft

Online banking and electronic payment options offer consumers unprecedented access to their financial accounts. Identity thieves can use your personal information to open fraudulent accounts and steal your money through unauthorized purchases and withdrawals. Luckily, there are steps you can take to protect yourself against identity theft and reduce the damage when it happens.

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Authentic Advice Video: Understanding Your Retirement

When you retire, you get to bid farewell to the working world – that’s good news! The bad news? You’ll no longer have a paycheck coming in from your employer. It goes without saying that retirement is a major transition, and that post-retirement will look different than the pre-retirement phase of your life. To address […]

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Authentic Advice Blog: Texas Winter Storm Resources

Texans were thrown for a loop a few weeks ago when Winter Storm Uri blew through the state leaving many in dire situations. With power outages, frozen pipes, lack of clean water, it was a frightening time for many Texans. The storm may be over, but we still must pick up the pieces of the […]

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Authentic Advice Blog: American Rescue Plan Act of 2021

The American Rescue Plan Act, a $1.9 trillion stimulus bill, was passed and signed into law by President Biden on March 11, 2021.  Aimed at assisting with the economic shortcomings of the pandemic, this legislation covers a broad base of pandemic-related initiatives.   At Austin Asset, we make it a priority to unpack recent legislation, and […]

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