• financial freedom financial advisory asset management houston texas krueger catalano
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Dirt never looked so pretty” read a text from the Texas hill country I just got.

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growth year end financial planning accounting cpa krueger catalano houston texas

‘Tis the season for fearless forecasts of where to find GROWTH in the stock market. Investor roundtables are recorded and written about, then distributed in several popular financial publications to be discussed and read all over the country.

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table leg growth year end financial krueger catalano houston cpa houston texas

‘Tis the season for stock market year-end reviews along with 2020 predictions to get spread across investors’ tables. Our recommendation is to use a table with four legs.

Finding the next dollar of growth will get all the attention. But, that’s just one leg. There are three more that can put the same dollar in your pocket.

1. Risk

2. Cost

3. Tax

4. Growth

The dollars in your account from the first three are much easier to find because you already have them. All you have to do is keep more of them.

[Read Part 1 of our Year-End Financial Planning Series on Risk]

If the COST leg is just a little too long, then many of your dollars are sliding off your table and hitting the floors on Wall Street, perhaps without you even noticing.

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table leg growth year end financial krueger catalano houston cpa houston texas

‘Tis the season for stock market year-end reviews along with 2020 predictions to get spread across investors’ tables. Our recommendation is to use a table with four legs.

Finding the next dollar of growth will get all the attention. But, that’s just one leg. There are three more that can put the same dollar in your pocket.

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curbstone financial advisor krueger catalano cpa firm houston texas

We ask a lot of questions. Managing money requires humility and punishes over-confidence. If there is one word that best summarizes what built our investment business, it would be this: curious. We are always curious, and never convinced.

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401k plan financial planning krueger catalano houston texas

Whether an individual or a small business owner, if you are confused about what to do with your 401(k), you are not alone. There is about $5 trillion of savings and confusion inside them. And, it all started unintentionally.

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The above discussion is provided for illustrative purposes only. No inference should be drawn regarding any client’s experience with the firm, whether any client approves of or endorses the firm, or any results that the firm has achieved or can achieve for any client.

How much is enough?