Al Gonzalez, MBA , CPFA AG Wealth Advisors

06/10/2026

LPL Weekly Market Commentary - Every day is a news worthy cycle.

06/10/2026

You completed your taxes by April 15, got your refund if you were owed one, and now what? Perform a retirement checkup.

06/09/2026

What's the largest expense in your household budget?
For many successful professionals, it's not their mortgage.

It's not their car payment.

It's taxes.

While investment returns get most of the attention, taxes can quietly erode wealth year after year.

Thoughtful tax planning can help identify opportunities to:
✔ Manage concentrated stock positions
✔ Optimize retirement savings
✔ Coordinate investment and tax decisions
✔ Reduce unnecessary tax drag

You may not be able to control the tax code, but you can control how you prepare for it.

The best time for tax planning isn't April.

It's now.

06/08/2026

For many families, summer marks the beginning of college tour season, a time filled with campus visits, excitement, and dreams of the future. But this year, those aspirations are colliding with economic reality. Persistent inflation,...

06/08/2026

Many couples don’t consider 529 accounts carefully when splitting up, and other families make a crucial mistake that can leave a mess if somebody dies.

06/02/2026

Last week representing the Dripping Springs Chamber board as a member attended 2 ribbon cutting events! Our town continues to grow with services for the community.

05/25/2026

05/21/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested. But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

05/15/2026

Recent survey data suggests many households are feeling increased financial pressure.

About 55% of Americans say their financial situation is getting worse, reflecting a steady rise in concern over the past several years.

Affordability remains a key factor, with higher costs across essentials like housing, healthcare, and everyday expenses continuing to shape how people experience their finances.

At the same time, concerns extend beyond the short term. Many individuals report increased anxiety around long-term goals, including saving for retirement and managing future expenses.

While experiences can vary widely, these trends highlight how broader economic conditions can influence both day-to-day budgeting and longer-term financial outlooks.


Source:

The impact of higher energy prices and fears about covering monthly bill is taking a toll on public sentiment, a new Gallup poll finds.

05/13/2026