4201 Bee Caves Road
Quartz Financial, Your Family Office
What is Sudden Wealth?
Message From Our Founders
How Do You Picture Wealth?
Understanding Municipal Bonds.
Private family offices are designed to focus on long-term planning for wealth sustainability.
Sudden wealth is anytime you are suddenly responsible for significantly more money than you've ever been responsible for before.
Visit our Quartz Insights page to get current market views and learn more about what’s on our mind.
A GREAT QUESTION TO ASK YOUR FINANCIAL ADVISOR
May 7, 2020
So how are we doing? It is a common question from clients these days with multiple responses depending on the underlying meaning of the question. As a wealth management firm, the “we”, usually translates into, “how is our portfolio doing?” We also hear comments like, “how is the market doing?” “The market is really not doing well” “The market is kicking people in the teeth”. Remember, “the market” is a very broad term, especially depending on which part of the market you are referring to.