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Can't Take It With You

Mar 15, 2024

There are many ways to increase business value. Owners often focus on the tangibles, but the intangibles are equally important. In this episode, business coach Dan Dowdy highlights the importance of cultivating a team and its core values. Dan shares his insights about:
  • Finding and retaining top-performing team...


Jan 4, 2024

College consultant Marina Glava discusses key strategies for the increasingly competitive world of college admissions. Marina also shares how students can make the most of their high school years to identify their academic interests. Marina offers details on these topics:

  • Strategies for navigating the new "test...


Nov 10, 2023

Matt is joined by Andrew Beer of Dynamic Beta Investments (DBi) to explore the world of managed futures. In this episode we cover:

  • Managed Futures 101
    • What is a futures contract?
    • What are managed futures strategies?
  • The role managed futures can serve in a broader portfolio including the case for a long-term...


Sep 29, 2023

Estate planning attorney, Kyle Robbins, helps us understand how the probate process actually works (in Texas, but the big concepts apply elsewhere), and what the Executor of an estate should expect to experience. Most people don't learn about this until they have been assigned the Executor of a loved one's estate. Learn...


Aug 18, 2023

Matt is joined by Phil McInnis, Chief Investment Strategist for Avantis Investors, to explore the story and strategy behind the newest investment manager to our client portfolio lineup. In this episode we cover:
  • Avantis' founding and why Phil personally embarked on a new career journey
  • Defining Systematic...