• Money Market Fund Reform

    Beginning in October, the values of some money market funds will begin to fluctuate with changes in market value rather than be fixed at $1.00. Additionally some will be required, under certain circumstances, to place redemption penalties and limitations on withdrawals.  You will likely be receiving notices regarding this in coming weeks from your custodian…. » read more

  • The New Volatility

    Recent declines in MLPs and High Yield indicate an increasingly nervous retail investor base. Individuals who made decisions almost solely on the basis of yield lack the foundation of knowledge that enables sound judgements during times of stress. Bouts of panic selling resulted. This selling occurred in the face of an economy that remains sound… » read more

  • This Holiday Season…

    We are honoring our friends and clients with a unique investment. As you know, we are passionate about building and preserving capital. We know that capital well invested can be a powerful force for good. So this holiday season, we’re making an investment in your honor that we believe will yield meaningful returns for generations… » read more

  • NY Times features Alison Comstock Moss

    In the NY Times article “Focusing on the Human Element of Estate Planning,” Alison Comstock Moss of Paul Comstock Partners details the benefits of purposeful estate planning. Read the full article here.

  • Alison Comstock Moss Honored With the 2014 Five Star Wealth Manager Award

    Five Star Professional is pleased to announce Alison Comstock Moss, Paul Comstock Partners, has been chosen as one of Houston’s Five Star Wealth Managers for 2014. Five Star Professional partnered with Texas Monthly to recognize a select group of Houston region wealth managers who provide quality services to their clients. Alison Comstock Moss will be… » read more

  • Paul Comstock Partners Honored With the 2014 Five Star Wealth Manager Award

    Five Star Professional is pleased to announce Paul L. Comstock, Paul Comstock Partners, has been chosen as one of Houston’ Five Star Wealth Managers for 2014. Five Star Professional partnered with Texas Monthly to recognize a select group of Houston region wealth managers who provide quality services to their clients. Paul L. Comstock will be… » read more

  • Sundown of a Theory

    David Stockman, President Reagan’s former budget director, wrote an impassioned editorial in the New York Times this past Sunday essentially predicting financial death for the United States. While the points about the sluggish recovery from the financial crisis of 2008 are essentially correct, Mr. Stockman glosses over the risks faced in 2008 of a much… » read more

  • Tax Update

    The American Taxpayer Relief Act of 2012 was a politically attractive compromise for both parties that addressed the income tax most on voters’ minds but delayed for two months the more difficult issue of the budget cuts outlined in the Budget Control Act of 2011. Thus the act provided clarity to the revenue half of… » read more

  • Senior Analyst’s Due Diligence Trip

    Manager due diligence trip by James Engelbrecht, Senior Research Analyst

  • Grant’s Conference held in London – What the Experts Were Saying

    The Grant’s Conference held in London the second week of February was resoundingly cautious in tone, if not downright bearish.  Concerns generally stemmed from macro level issues with a strong focus on international fiscal and monetary policy.  With so much going on in the world over the past month, it is important to note that… » read more