Phlox Capital Management

07/27/2021

Honored to speak on the "RIA Firm of the Future” at the conference today - my favorite financial planning conference.

Phlox is an independent wealth management firm in Dallas managing portfolios for growing families, pre-retirees, and women building wealth.

04/01/2021

Personal, comprehensive investment advice, including individual stocks. As independent, local investment advisors, we work with you to make sure your investments are aligned with your dreams for your future

10/29/2020

Ready to invest but not sure if it's right for you? If you are a woman, you might have a few money blocks that are the consequence of both family and societal pressures around women and money. Phlox Capital is offering this FREE guide so you can recognize those blocks in your thinking and move forward with fiscal confidence.

Download our guide and break through the 5 most common inner beliefs blocking in your way.

10/22/2020

Shout out to the women in our lives. You are what keeps our world moving. Did you know studies show women are often better at investing than men, but fewer women take it on? Phlox is offering a FREE guide to help women recognize their money blocks and feel empowered to invest with financial confidence.

This FREE guide shows women how to overcome the 5 most common money blocks!

10/15/2020

Do you ever second-guess where to put your money? Navigating uncertainty this year is enough to make anyone doubt a decision when it comes to investing. Phlox Capital is offering a free guide especially focused on how women can be empowered to move forward with financial confidence.

How women can easily unlock these 5 money blocks and experience financial empowerment!

09/28/2020

Is all the uncertainty around our upcoming elections making you nervous about your investments? We've made a video at Phlox Capital to help you plan for what is possibly ahead.

3 things you need to know to plan for uncertainty

09/10/2020

The latest installment in our "Three-Chart Thursday" series:

Remember, each one of us sets our own pace on the journey to success:

08/31/2020

Happy 90th Birthday Warren Buffett. “You will move in the direction of the people that you associate with. So it’s important to associate with people that are better than yourself."

It’s hard to believe Warren Buffett is entering his tenth decade.

07/01/2020

Words that inspire us:

02/22/2019

Thank you to all of our guests who came out last night to hear about our Blue Chip Dividend Portfolio.
Sign up below to get invited to future events! https://www.phloxcapital.com/interest-form

02/08/2019

https://fix8media-phlox.squarespace.com/insights/2019/1/31/dividend-stocks-grow-faster-than-you-think

We all know stocks can be great investments over the long term – over the last 10 years, investors have quadrupled their money by simply holding an S&P 500 index fund.* But did you know that some investors made 10x or even 15x their money over the last 10 years in “household name” blue chi...

10/07/2018

We want to be your offensive line.

Offensive linemen are men of few words, performing a dirty job, with scant recognition. And that’s the way they like it. Have you ever heard an interview with an offensive lineman? Answers are brief, to the point, and team-focused. These guys are more interested in hitting the weight room to bench...