2010-2019: The Decade in Review

By:  Chad Taylor, Managing Partner

Every January, I send my clients a letter titled The Year in Review, where together we look back at the year that was.  What were the highlights?  What were the “lowlights”?  What did we learn? 

But this January doesn’t just mark a new year.  It marks the beginning of a new decade.  (Unless you are a strict observer of the Gregorian calendar system, in which case the next decade begins in 2021.  But I digress.)  So, for this letter, we’re going to look back at what shaped the markets in the 2010s – and what lessons we should take with us into the ‘20s.  Read More

The potential risk of Fraudsters, Scammers can be all around us

By Shelley Bolek, Senior Client Associate, April 2019

One resource to check out is the Federal Trade Commission (FTC) website www.consumer.ftc.gov.  This website is designed to help educate the public with videos and tips on a wide variety of topics such as Identity Theft, computer hacking, robocalls and much more.

MDT is here to help as well.  If you believe you are a victim of a scam, fraud or something just doesn’t seem right to you, give us a call.  We will do our best to help.

Estate Planning Essentials

Published by: Dante Milansi, Client Associate, March 2019

If you’ve been dragging your feet when it comes to estate planning, you aren’t alone. According to a 2017 survey by Caring.com*, nearly six out of 10 American adults lack even basic estate-planning documents. Even if you’ve put some documents together, are you sure you have what you need? ....Read More

Cyber Security Dinner

Published by Chad Taylor, Managing Partner, February 2019

Last night, at South Shore Harbour County Club, we hosted a very insightful presentation with FBI Computer Scientist, James Morrison, on the topic of Cybersecurity. We’d like to thank everyone who joined us and Computer Scientist Morrison, once again, for sharing techniques and strategies for the every day threats we’re facing in this digital era.

New Year's Resolutions

Published by Larry Denson, Managing Partner, January 2019

If we’re being honest, the holiday season can be exhausting. It can be full of fun and parties and wonderful times, but for many of us, the season is also a chronic state of busy....READ MORE

Beginning of Year Outlook Lunch

Published by Daniel Guillory, Business Development Advisor, December 2018

Be sure to mark your calendars for our first of many events in 2019. Our Beginning of the Year Outlook lunch at Landry’s on the Kemah Boardwalk January 30th at 11:30 AM. We’ll be sure to explain this season’s volatility as well as our view for the upcoming year. Be sure to give us a call to save your seats!

2019 Outlook: The End of Easy

Published by Chad Taylor, Managing Partner, December 2018

Can investors find opportunities in the latter stages of an economic expansion? Wells Fargo Investment Institute strategists share ideas in the 2019 Outlook report.  The report is titled, 2019 Outlook: The End of Easy.......READ MORE 
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