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Tuesday, March 24, 2026

The first quarter edition of our market report, Risks and Opportunities, provides a long-term context for the global and US economy, as well as our outlook on financial markets. Read the full report hereAdditionally, it provides our...

Tuesday, March 10, 2026

BFS Advisory Group provides resources for you and your family to navigate aging

Thursday, February 12, 2026

As a caregiver, you may feel wildly underprepared and overwhelmed. We get it.

Wednesday, January 28, 2026

We are already well past Quitter’s Day. How are your New Year’s resolutions faring? We have three proven strategies to turn your financial resolutions into results.

Wednesday, November 26, 2025

With a note of thanks, I look to the future.

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Friday, May 9, 2025

BFS Advisory Group Celebrates the Wealth of What Mothers Bring to the World

Tuesday, April 29, 2025

In our fourth and final installment of our series to shore up investor confidence during volatility, we offer some perspective from the past.

Monday, April 14, 2025

In Part 3 of our four-part series on how to maintain confidence in a period of volatility, we provide options for how to use market dislocation to your advantage.

Friday, April 4, 2025

In Part 2 of our four-part series on how to maintain confidence in a period of volatility, we focus on risk.

Friday, March 28, 2025

Recently, it seems that every time I sit down at a group lunch or dinner, someone leans over to me and says, “Boy, it must be stressful to do what you do at a time like this.” My response? “If this environment is stressful at this...

Friday, February 14, 2025

Key provisions of the Tax Cuts and Jobs Act (TCJA) are set to expire at the end of this year. You should pay close attention to proposals in Washington, as key changes to tax legislation may affect your future tax strategy.

Friday, February 7, 2025

The top 3 recommendations I have for high school seniors apply to you, too.

Tuesday, January 7, 2025

To kick off the new year, BFS Advisory Group shares a key to success for every financial plan: pare back your list and focus.

Tuesday, November 26, 2024

A letter of thanks from Debra to a year that’s still in full swing

Friday, November 15, 2024

Over a year ago, we realized that we needed to make a change to continue to improve our client experience, attract top quality team members, and stay up to date with technology and tools now available in our industry. We knew the...

Friday, October 25, 2024

Hint: It’s not the election.

Thursday, October 17, 2024

Thanks to Tootsies and Designer Hilton Hollis for a Knock-Out Style Show

Thursday, August 22, 2024

Spoiler Alert: Me too.

Wednesday, August 7, 2024

The spotted owl presented enormous financial risk to some Americans. The problem is that they didn't know it.

Tuesday, April 30, 2024

Spoiler alert: look for the tax desert and the opportunities in your investments.

Friday, April 12, 2024

Three strategies that you need to know about for the 2024 tax year.

Friday, March 8, 2024

She just became the first American woman to race solo around the world.

Friday, February 9, 2024

Lots of people are worried, but the data doesn’t support those concerns.

Friday, January 26, 2024

How to build the scaffolding you need to gain confidence in your money decisions

Tuesday, January 16, 2024

Whether you are planning to sell a business or just buying a car, money decisions can be nerve-wracking.

Friday, January 5, 2024

#1… Finance is fun. Don’t believe me? When was the last time you went on a vacation without paying for it?

Thursday, November 30, 2023

Cash is cozy, but it may not be king in 2024. Your financial plan should tell you how much to hold.

Tuesday, November 21, 2023

A Thanksgiving message from our team to you.

Thursday, November 16, 2023

A financial plan is a blueprint for how you can maximize the benefits of small business ownership in your life, while setting boundaries for the risk that the company can pose to you financially.

Friday, October 20, 2023

Investors have a lot on their minds these days. This 3-minute read will get you up to speed on what is moving the markets and what it means to you.

Thursday, October 5, 2023

With women slated to manage $30T by 2030, we’re just getting started.

Monday, September 25, 2023

With a goal to promote the value of girls, we have three non-conventional ideas for you.

Tuesday, September 5, 2023

How do we know fashion and finance pair so well? Read on to find out.

Thursday, August 24, 2023

Hint – If you’ve ever heard of tax loss harvesting and had no idea what it meant, you will in just a few minutes

Friday, August 4, 2023

The Benefits of a Wealth Management Internship are Clear – We Just Need More of Them

Thursday, March 23, 2023

Are you confident you know what to look for in a financial advisor? Discover five crucial questions to answer as you search for a financial advisor in Dallas.

Friday, September 22, 2017

There is a line in one of my favorite movies, Office Space, where a consultant named Bob is grilling an employee about his role at the company. The employee keeps evading the questions and finally at his wit’s end, Bob asks the...