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Whataburger was founded in downtown Corpus Christi, and the original location was at 2609 Ayers Street. Just to give you some local flavor.

Our blog, Tails, serves as another way we share knowledge about timely financial issues affecting the markets and the economy. If you have a topic you would like us to address, please contact us. We hope to make this a page you look forward to reading.

Laguna Wealth Coronavirus Business Continuation Plan

March 19, 2020

With our foremost focus on your health and that of our associates, we’re continuing to closely monitor all coronavirus-related developments and guidance from government and health officials…

Since We Last Spoke…

October 16, 2017

A lot has happened since our last blog was written & published, and we would be remised not to acknowledge and discuss what has happened since the end of August…


August 30, 2017

Simply defined, a beneficiary is someone who receives benefit. However, when considering your succession & estate plans beneficiary designations can get complicated. Too often beneficiary designations are set up, forgotten, and never maintained…

End of Summer Update

August 30, 2017

Matt and his oldest daughter, McKayla, started off the summer with a church mission trip to Guatemala. They stayed in the beautiful town of Antigua and worked at an orphanage near Mixco. This orphanage is home to 90 girls and 90 boys…

Charitable giving

June 9, 2017

Many of us succumb to a habit of checkbook charity, where we respond to seasonal mail solicitations or appeals for annual fundraising events. While these gifts are essential to the financial viability of non-profits, a strategic giving plan can maximize the lasting impact …

The good, the bad, the market

June 2, 2017

I frequently have clients ask is the market good right now, or is it bad? This got me thinking, first, why do we personify the market, and secondly, why do we identify it with such a polar personality. For this piece I am just going to accept that we personify the market …

Advice from Dr. Pfleider or Woody Allen?

May 26, 2017

In March of 2010 I had the opportunity to study at the Stanford Graduate School of Business. It has been seven years since I listened to Paul Pfleidrer speak at this event, but I have not forgotten and doubt I ever will forget one thing he said …

Investing is the intersection of economics and psychology.

Peter Lynch