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Austin Asset’s 2022 Mid-Year Update Webinar

Our Mid-Year Market Update Wednesday took place on July 13th at 11:30 am CST. In this 30-minute session, our team covered: Update on Global Markets Investing Amid Economic Uncertainty Planning for Higher Inflation Opportunities in Volatile Markets            

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A Note to Our Clients Regarding COVID-19

Since the onset of this pandemic, we have strived to be good community stewards and as such find ourselves at another inflection point as a business. The Austin metropolitan area continues to see large increases in hospitalizations due to COVID-19 and decreasing capacity for future patients. Earlier today, Austin Public Health announced a move to […]

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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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Authentic Advice Video: 4 Smart Money Moves for 2021

With the new year in full swing, it’s a great time to take stock of your personal finances. Here are 4 smart money moves to consider to brighten your financial life in the coming year.

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