Due to inclement weather, the Truxton lobby will be open from 11am to 3pm CST on Wednesday, February 19th.
Managing your wealth and everything it intersects
More than just expertise, more than just high-touch, Truxton provides you and your family with a sustained advantage - services that nourish and fortify your financial assets in pursuit of greater resilience and peace of mind.
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Wealth
Works with high-net-worth and ultra-high-net-worth families to manage their wealth and everything that it intersects.
Banking
Provides creative lending solutions and personalized depository services for families and their financial needs.
Capital Advisors
Offers family-owned businesses with consultative services and investment banking strategies to meet their capital needs.
Welcome to 2025! Is your head spinning yet? It feels like several years have passed since the end of 2024. Investors are currently grappling with the economic and market implications of the recent US election, the future of Artificial Intelligence (AI), and trade tensions. These issues have heightened investor anxiety recently and are likely to demand a great deal of our attention for the foreseeable future. Let’s take a moment to put some structure around the noise and discuss portfolio positioning.
The Health Savings Account (HSA) was created to give ordinary workers a way to accumulate modest funds to meet very high deductibles increasingly found in employer-sponsored health insurance. HSAs have uniquely attractive tax treatment, better than the tax treatment of any other employment related savings vehicle for reasons we’ll discuss.
Earlier this summer, the United States Supreme Court rendered a unanimous opinion in Estate of Connelly v. United States, resulting in enormously different tax consequences for business owners.
