Articles + Resources
Practical perspectives on investing, tax planning, business strategy, and the economic topics shaping today's financial decisions.
An investment advisory firm focused on disciplined, income-oriented strategies designed to support long-term financial security and dependable cash flow. Contact: Ryan Krueger
A trusted payroll and workforce management platform providing reliable payroll processing, tax compliance, and HR solutions for businesses of all sizes.
A global provider of professional information, research, and technology solutions relied upon by accounting, legal, and financial professionals worldwide.
A leading financial operations platform that simplifies accounts payable and receivable, helping businesses manage payments, approvals, and cash flow more efficiently.
A web design and digital strategy partner supporting businesses with streamlined website builds, thoughtful messaging, and ongoing marketing support designed to grow visibility and trust. Owned and led by Lindy Nowak
A Texas-based IT services firm offering managed technology support, cybersecurity, and infrastructure solutions to keep businesses running securely and smoothly.
A secure client portal and document management platform designed for accounting and financial firms to safely share, store, and manage sensitive information.
A Texas-based family law firm providing thoughtful legal guidance for individuals and families navigating complex and sensitive life transitions.
A Texas law firm providing legal counsel and support across business and personal matters, with a focus on practical solutions and client advocacy.
Specialized forensic accounting services including business valuations, division of net assets, financial information statements, cash flow tracing, source-of-funds analysis, and dispute resolution. Owned and led by Dawn Babbitt.
Allocation and Investment Committee Meeting 12/19/24
Notes on the December 19, 2024 Allocation and Investment Committee Meeting with Brad Murrill.
Allocation and Investment Committee Meeting 10/10/24
Notes on the October 10, 2024 Allocation and Investment Committee Meeting with Brad Murrill.
Allocation and Investment Committee Meeting 09/30/24
Notes on the September 30, 2024 Allocation and Investment Committee Meeting with Brad Murrill.
Allocation and Investment Committee Meeting 08/15/24
Notes on the August 15, 2024 Allocation and Investment Committee Meeting with Brad Murrill.
Allocation and Investment Committee Meeting 07/24/24
Notes on the July 24, 2024 Allocation and Investment Committee Meeting with Brad Murrill.
Allocation and Investment Committee Meeting 05/06/24
Notes on the May 05, 2024 Allocation and Investment Committee Meeting with Brad Murrill.