Retirement Center

Texas Capital Management (TXCM) does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to TXCM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

An Investment Strategy Designed for Today's & Tomorrow's Markets

CALCULATORS

This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.

Use this calculator to see how long your investment savings can last once you begin taking distributions.

This calculator can help you determine exactly what it might take to return your to your original investment balance.

Quickly determine if your retirement plan is on track – and learn how to keep it there.

COMMENTARY

It is the belief of Texas Capital Management (TXCM) that communication between an investor and their trusted adviser is extremely important.

In addition to our quarterly newsletter, another form of communication provided by TXCM is to provide informative commentary on current and forecasted market conditions.

The commentary is often considered a roadmap of what TXCM may be considering in the management of individual accounts, and only sent when market conditions deem it appropriate.

FORMS

Choose your financial professional as carefully as you would an attorney or physician — that person will be giving you advice that will affect your future financial well-being. You want someone with whom you can build a relationship of trust over a long period of time. Since nearly anyone can call themselves a financial planner, it is important to choose an adviser who is qualified through training and experience and who puts your family’s financial well-being ahead of personal gain.

Copies of TXCM’s Management Agreement and ADV II may be requested directly. Please call (281)427-8000

To view PDF documents, you will need Acrobat Reader

DISCLAIMER:

Fidelity Investments is an independent company, unaffiliated with Texas Capital Management. Fidelity Investments is a service provider to Texas Capital Management.

There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Texas Capital Management and does not guarantee, or assume any responsibility for, its content.

Fidelity Investments is a registered trademark of FMR LLC.

Fidelity Clearing & Custody SolutionsSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

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