Why Venezuela Doesn’t Matter Yet
Why Venezuela Doesn’t Matter – Yet Weekly BriefJanuary 07, 2026•5 min read It is only six days into the new year, and already the holidays feel like a distant memory. Our family welcomed the New Year on the Texas coast near Port Aransas. Forecasts warned of dangerous cold as an Arctic blast pushed south from […]
Market Pauses and Investors Panic
Market Pauses and Investors Panic Weekly BriefDecember 17, 2025•8 min read The predictability of investor behavior can feel almost tedious to anyone who closely follows market activity. Major U.S. indices are wrapping up a third consecutive calendar year of double-digit annual gains, with the S&P 500 up 76.52% and the NASDAQ soaring 119.4% since January […]
The Limitations of Wealth
The Limitations of Wealth Weekly BriefDecember 09, 2025•7 min read As a financial planning and investment advisory company, we’ve had the privilege of working with clients across the full wealth spectrum, from the ultra-affluent to those of more modest means. Over more than 35 years in this industry, one truth has become unmistakably clear: wealth […]
Building Homes for the Homeless
Building Homes for the Homeless Weekly BriefDecember 03, 2025•6 min read This past week, I traveled to Reynosa, Mexico, with my grandson, Anton Peter (the 5th), and my son-in-law, Zack, to help build homes for families in need. Many of these families have been living in makeshift shelters constructed from materials gathered at the local […]
Compassion in Action: Justin and Kelli Blackburn’s Story of Giving Back
Compassion in Action: Justin and Kelli Blackburn’s Story of Giving Back Weekly BriefNovember 27, 2025•3 min read Last weekend, our friends and clients Justin and Kelli Blackburn invited us to attend the formal dinner benefitingSt Jude Children’s Research Hospital. Justin and Kelli are the founders ofTrinity Constructors, a leading commercial construction company with offices in […]
Announcing Anton’s New Book
Announcing Anton’s New Book! Weekly BriefNovember 19, 2025•4 min read Today marks the release of the 2nd Edition of Physicians’ Guide to Wealth on Amazon. And despite its title, this book is not just for doctors. It’s for anyone who wants to build wealth, understand financial markets, and achieve financial independence. One major enhancement in […]
Innovation in Search of a Problem: From Restrooms to Corporate AI
Innovation in Search of a Problem: From Restrooms to Corporate AI Weekly BriefNovember 12, 2025•8 min read Engineers are remarkably gifted at creating solutions to problems no one knew existed—at least, not the average person. Take the humble public restroom. Once upon a time, we all managed just fine with the trusty twisty-knob faucet. Turn […]
UP Capital Client Appreciation Event
Up Capital Client Appreciation Event Weekly BriefNovember 05, 2025•1 min read Last week, we closed out our 2025 Client Appreciation Events with a fantastic evening at Top Golf! A little drizzle didn’t stop the fun—once the skies cleared, it was the perfect night to connect, laugh, and enjoy some friendly competition. Whether educational with a […]
Did You Miss the Gold Rush?
Did You Miss the Gold Rush? Weekly BriefOctober 29, 2025•5 min read If you missed the market rotation mid-last year to gold and precious metal miners, you may be asking if it’s too late to jump on. Recognizing the precious metal positive trend, we started adding gold and silver miners in the first quarter of […]
Signals of a Stock Market Crash
Signals of a Stock Market Crash Weekly BriefOctober 22, 2025•7 min read Investors are enjoying a robust stock market rally with NASDAQ and possibly the S&P 500 completing three consecutive years of 20%+ annual gains. Meanwhile, Berkshire Hathaway has amassed a record-breaking cash reserve, reaching an all-time high of $347.7 billion in the first quarter […]