Financial Insights

Ankerstar Wealth Attends Texas Stock Exchange First ETF Listings

Steven E. Ankerstar, CEO of Ankerstar Wealth, and several members of the Ankerstar Wealth team attended the Texas Stock Exchange bell-ringing event for Texas Capital's first primary listings on September 16, 2026.

Retirement Plan Guide for Working Professionals

An educational retirement plan guide for working professionals, covering plan types, contribution choices, vesting, beneficiaries, and rollover coordination.

Retirement Planning Tools: How to Use Calculators in a Broader Plan

An educational guide to retirement planning tools, including savings, income, Social Security, and tax calculators, and the questions they cannot answer.

The Market's Wall of Worry: 10-Year Hits 5%, Oil Spikes, and AI Fears Collide

An educational market update on rising Treasury yields, oil-market disruption, Federal Reserve expectations, and questions surrounding AI-sector spending.

401(k) Decisions When Changing Jobs: A Practical Checklist

A practical educational checklist for reviewing a 401(k) when changing jobs, including plan documents, contributions, investment options, fees, rollover considerations, and tax questions.

Financial Literacy for Young Professionals: A Practical Starting Guide

A practical guide to financial literacy for young professionals, covering cash reserves, workplace benefits, debt, investing, tax awareness, insurance, and beneficiary reviews.

Investment Basics: A Beginner's Guide for Young Professionals

A beginner's guide to investing for young professionals. Learn how to start, understand risk tolerance, diversify, and avoid common mistakes that erode returns.

Financial advisor for retirement planning: what to expect and how to choose one

What does a financial advisor for retirement planning actually do, and how do you choose one? A guide to the process, fees, and fiduciary standard.

Fee-only vs. commission advisors: what the difference actually costs you

Fee-only advisors are paid only by you. Commission-based advisors are paid by product providers. Here is how each model works, what it costs, and how to verify which one you are dealing with.

How much does a financial advisor cost in Austin?

Austin advisors typically charge 0.50%–1.25% of assets annually, or $1,500–$5,000 for a flat-fee plan. Here is what drives the range and what you should expect to be included.

Retiring in Las Vegas at 50: what has to be true

Retiring at 50 in Las Vegas means bridging 15 years before Medicare and 12 before penalty-free retirement withdrawals. Nevada's lack of state income tax helps. Here is the rest of the math.

Tax planning for Round Rock households

Round Rock households often hold large 401(k) balances and concentrated employer stock. Here is how tax-aware planning handles both, and what Texas's no-income-tax status does and does not solve.

RSUs, ISOs, and concentration: equity comp planning in Austin

RSUs are taxed as ordinary income at vest, and default withholding is usually too low. ISOs can trigger AMT without a sale. Here is how Austin tech households manage both without over-concentrating.

What is a fiduciary financial advisor?

A fiduciary is legally required to act in your best interest at all times — a higher bar than the suitability standard. Here is what the standard means in practice and how to confirm an advisor meets it.

"Let It Go" or Let It Flow? What Elsa and 6 Other Surprising Movie Icons Teach Us About Trade and Tariffs