ML&R Wealth Management is excited to be celebrating 20 years of taking care of our clients. We are thankful for each and every one of you. It has been a privilege to serve our clients during so many important moments in their lives. Our relationships with you serve as a constant reminder of why we do this meaningful work.
 
From the beginning, we cared for our clients and put their interests first. The trust you have placed in us has allowed us to grow to almost $1 billion in Assets Under Management as of the end of 2016. We could not have achieved this great accomplishment without you.
 
Along with our affiliated accounting firm, Maxwell Locke and Ritter, we have built deep roots in Central Texas. ML&R Wealth Management realized at the beginning that we should sit on the same side of the table as our clients, taking care of their financial future without conflicts of interest. That fiduciary standard of care remains the exception, not the rule in our industry, and we are proud to live out that value everyday on your behalf.
 
Thank you for being part of our history and our future.
INVESTING IN VOLATILE TIMES

Over the last couple of months, we have seen new highs and large gains in the markets.  But, just as we see in down markets, up markets create anxiety as well.  Should you stay the course as the market beats records or is it time to sell?  Stuart Vick Smith, joined KVUE to discuss how to calm your nerves and keep your investments on tract.

KVUE: Investing in Volatile Times
KVUE: Investing in Volatile Times

ML&R WEALTH MANAGEMENT: CYBER-SECURITY LUNCH & LEARN, 3/30/2017 - REGISTER NOW

ML&R Wealth Management is excited to kick-off our  2017 Lunch & Learn Series  with an important topic,  Cyber-Security .

Protecting your personal and financial information is our priority but what can you do to protect yourself from fraud and identity theft?

We are thrilled to bring you an expert on this topic, Clyde Langley, Vice President and Head of Fraud Prevention & Investigations for Charles Schwab & Co.

As an added convenience, ML&R Wealth Management will have shred bins on hand to help you safely dispose of any personal information. *Please note, only 1 box per person. 

Thursday, March 30, 2017
Registration & Lunch: 11:45 a.m.
Program: Noon - 1:00 p.m.
 
Frost Tower Conference Room
 401 Congress Avenue, Suite 1160
Austin, TX  78701

Lunch will be served and parking will be validated.


We hope you will join us for this exclusive event!
HOW TO FILL THAT CAREER-SHAPED HOLE

Many people find themselves in a professional place many miles from happy. Career expert Jon Acuff writes in his book Do Over, "As a culture, we've collectively bought into the lie that work has to be miserable." That misery can manifest itself as a hole in a person's life, given the time, effort and emotional energy it takes to maintain a career.

The good news is that career-shaped hole can be filled. Tim Maurer, director of personal finance for the BAM ALLIANCE, offers ways to find your way professionally. He looks at the four different types of career transitions outlined in Do Over, as well as four personal investments we can make to help build a more positive career (even if the one you have isn't all that bad).

DISCOVERING YOUR AUTHENTIC CAREER

Sunday night dread. So many people know that feeling as a weekend winds down and a new workweek starts to peek around the corner. But what if you could find a career where work doesn't feel like work, and every evening feels the same, free of dread?

Mani sha Thakor , director of wealth strategies for women for the BAM ALLIANCE, talks  with G ur Tsabar, founder of the podcast Our Authentic Careers, about how discovering your "core expression" can help you find joy in an authentic career; how finances play a part in your career decisions; and how we are all uniquely built to thrive in a career.

HOW TO BUILD A CAREER WITH MEANING

Everyone wants a meaningful career. But wanting and having are two different things. The Harvard Business Review talks with employment experts about how to lay out a plan to help move you toward a career that has more meaning. One important step is identifying what is meaningful to you. For some, it might be earning a big salary, having an impressive title or working with a prestigious company. But it might also be something less obvious, such as finding a position that affords the opportunity to leave a legacy, to master a skill, to have freedom and flexibility, or to align your values with the work you're doing.

WORK SMARTER, WORK HAPPIER

Talking shop has worked well for many who have taken to the TED stage, as some of the best-received talks have explored various career-related paths. The following playlists offer a collection of work-related viewpoints to help kick up your brainpower and make you less sour when it comes to your workdays. Pick up ways to make the most of each day and make work and life a happier place. 



TED TALK PLAYLISTS:  WORK SMARTER  >>>   WORK HAPPIER
 
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ML&R Wealth Management LLC
512-370-3200
401 Congress Avenue, Austin, TX 78701
http://www.mlrwm.com

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