ML&R Wealth Management has recently been ranked #268 in FA’s 2022 Annual Registered Investment Adviser Ranking based on AUM. This is up from our 2021 ranking of #271. View the article and full listing here. Methodology: FA’s RIA survey...
ML&R Wealth Management is committed to helping you run your business or manage your personal finances more efficiently. To help prepare you during your journey to financial success, we maintain a blog written or curated by our financial professionals.
Featured Post
Popular Posts
ML&R Wealth Management is proud to announce we have been named as a 2022 Billion-Dollar Wealth Magnet and one of the Top 150 Firms by AUM by Accounting Today. The list ranks the Top 150 CPA firms by assets...
ML&R Wealth Management is proud to announce we have again been named as one of the Top 9 Best Financial Advisors in Austin TX in 2022 by AdvisoryHQ. AdvisoryHQ looks at more than just the AUM, revenue and the...
Financial Topics We Cover
Our partners, advisors, and associates want to promote awareness of the importance of financial planning and how to improve your wealth management strategy. For this reason, we aim to provide the best educational materials to help you achieve success.
Our investment blog is also a great way to keep you informed on what investment strategies are available to you as you navigate the possibilities for your future.
Our blog covers the following topics, and many more:
- Investment Philosophy
- Tax Planning Tips
- Financial Tips for Millenials
- Estate Planning & Charitable Giving
- Helping Aging Parents with Money
Posts Feed
Key Takeaways 2022 Market Summary The S&P 500 bottomed in October, rebounding in the fourth quarter to finish down 18.1% for the year. Value stocks were down less, 8.0% in the US and 6.9% in developed international markets, as...
What is the Role of an Executor in Estate Planning? The estate planning process can sometimes seem a little overwhelming at first with all of the legalese and fancy words we are not used to hearing. When putting together...
Retirement should be a time for people to celebrate life and enjoy the fruits of their labor, with as little anxiety about finances as possible. Unfortunately, a November 2021 survey by the Insured Retirement Institute revealed that workers between...
As 2022 comes to a close, hopefully we can all look back with gratitude and celebrate the holidays with family and friends, knowing that things have returned somewhat back to normal (at least relative to the prior two years)....
With inflation at record highs this year, investors are looking for ways to keep up. We thought it might make sense to discuss whether treasury I-Bonds really help mitigate the effects of inflation. What Are Treasury I-Bonds? Treasury I-bonds...
What to do if you win the lottery in texas Congratulations to the largest jackpot winner in history, $2.04 billion, and beating the odds of 1 in 292.2 million! It is truly astonishing. Sudden large windfalls can also come...
If you read this title and immediately started singing the opening song from the amazing sitcom running during the 80’s and 90’s, Married with Children, you’re welcome! Hopefully, it doesn’t get stuck in your head for too long. All...
Transitioning into a retirement lifestyle can seem like a daunting and seismic shift for many. It’s not a decision that should be made lightly, and as a financial planner, I feel that it is truly an honor and privilege...
Investors have experienced a dramatic start to the decade with two stock market drawdowns of more than 20%. Here, we use two charts to illustrate how in the worst of markets, investors who maintain discipline can quickly capture the...
In our last post, we reviewed what a fiduciary is, fiduciary duties and the impacts of being a fiduciary. With this post, we will review best practices for individuals and businesses acting in a fiduciary capacity with respect to...
ML&R Wealth Management is excited to announce we have recently been ranked #73 on the 2022 CNBC Financial Advisor 100 list. This is up from our 2021 ranking of #100. Contact us now to learn more about how we...
The newly enacted Inflation Reduction Act, signed into law on August 16th, has multiple clean energy incentives and tax credits centered around purchasing an electric vehicle. But you may be left confused as to how the revived $7,500 Electric...
To see all of our articles, please click here.
When you keep up with our investment blog, you’ll not only receive educational materials for your next advisor meeting, but you can also keep a pulse on what we’re reading as well. We keep updated on the latest pertinent research and do our best to summarize the aspects that are important to you.
If you’d like to speak with a professional or schedule your free consultation, contact us today to get your journey started. In addition to our wealth management blog, we invite you to sign up for our monthly newsletter for timely financial information and tips.
Stay informed
Get in touch
Contact us today to start your journey towards financial freedom.