A Night of reflection, the coming week kicks off the earnings treadmill, RMD’s, and a long weekend for some..

Last night I had the honor to receive the FPA Honor’s award from the Financial Planning Association of Dallas Fort Worth.  There is no way to express in words the collective passion, integrity, intelligence and dedication that attendees and fellow recipients shared at the meeting. It was a terrific night of reflection of the last 24 years in the industry and another reason I am thankful to be in this industry servicing clients and friends, such as those who may be reading this.

In addition to earnings season officially kicking off next week with the October 9th announcement of our steady friend Alcoa, Quarterly performance reports and our slightly cynical Newsletter will hit the mailboxes and electronic vaults as well.

We will begin processing Required Minimum Distributions (RMD’s) for those that have such requirements next week as well, staying well ahead of the end of the year requirement.

The post office, bankers, and my kids have Monday off in celebration of Columbus day. As such we would expect a slower than normal day today in the afternoon as well as Monday.

Have a great Friday and a super weekend!




8222 Douglas Ave # 590

Dallas, TX 75225

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