About Us
Austin Asset Management Company, a Texas tradition in private wealth management for more than 23 years, provides fee-only, customized financial planning and asset management for individuals, families and institutional clients. Based in Austin, Texas, Austin Asset Management Company manages more than $400 million in assets and has been ranked by Worth, Medical Economics and Bloomberg Wealth Manager as one of the nation’s top financial advisory firms. Using a team of specialists with the expertise to deliver sophisticated solutions, Austin Asset Management Company acts as a catalyst to help its clients realize their financial goals through strategic planning and wealth management.Subscribe to Receive The Connection by Email
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Evaluating the Assessed Value of Your Home or Business Property
Just when you thought tax season was over, you have another opportunity to exercise your rights as a taxpayer — by evaluating the assessed value of your home or business property. Whether your assessed value is up, down or flat, … Continue reading
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‘Tis the Season for Tax-Loss Harvesting
Investors always want, and expect, their investments to go up in value. From time to time, however, an investment may fall below its initial purchase price. When that happens, there is a strategy that can turn a market decline into … Continue reading
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Preparing for a Natural Disaster
The recent wildfires in Central Texas dramatically demonstrated how a natural disaster can impact your life and property. Our sympathy goes out to those affected by these unprecedented events. There are many steps that you can take both before and … Continue reading
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Summer Booklist by AAMC
Whether you find yourself with some idle time on the beach, on a plane, or just on the couch at home, summer is a great time to catch up on your reading. We are often asked what books we read … Continue reading
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Interest Rates and Bonds
In light of the low interest rate environment we have experienced for the past couple of years, it’s a good idea to review how rate changes impact bonds given the near certainty rates will rise at some point in the … Continue reading
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Protect Yourself against Identity Theft
Here are some statistics from a Javelin/Better Business Bureau Survey that put the risk of identity theft into perspective: Most thieves still obtain personal information through traditional rather than electronic channels. In the cases where the method was known, 68.2% … Continue reading
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The Tax Relief Act of 2010- The highlights
With the New Year comes new recently signed tax legislation that provides more clarity…at least for the next couple of years. The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 was signed into law on December 17, … Continue reading
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New Year, new communications from AAMC!
At Austin Asset Management Company we are always trying to improve communication with our clients and the professionals we work with. In addition to our quarterly newsletter, we have decided to have AAMC professionals contribute to a firm wide blog … Continue reading
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