Jon Sonnen & David Lindau recognized as lifetime members of the Texas Society of CPA’s

El Paso, Texas, July 20, 2015 – Jon Sonnen, CPA/PFS and David Lindau, CPA, CFP® of Lauterbach Financial Advisors, were recently recognized as Lifetime Members of the Texas Society of CPA’s. The Lifetime Membership is granted to individuals that have completed 40 consecutive years of membership in the organization. “When I started my career in accounting, I never imagined the changes that the field would experience”, said Jon Sonnen. “However, never forget that while technology might change, our job is to serve as our clients’ most trusted advisor, something that a computer might never be able to do”. Jon Sonnen serves as President and David Lindau serves as Senior Advisor at Lauterbach Financial Advisors, a Fiduciary Investment Management Firm based in El Paso, Texas .

Morningstar: DFA’s Disciplined Approach Earns It a Top Mark.

Dimensional Fund Advisors (DFA) is among the fund families we recommend our clients. Morningstar recently issued a new Stewardship Grade for them.
From the report:
“The firm’s overall grade–which considers corporate culture, fund board quality, fund manager incentives, fees, and regulatory history–is an A.”

 Continue reading on Morningstar’s Website.

What Kind of Risk is Present in Municipal Bonds?

Not all municipal bonds carry the same amount of risk.  (more…)

How Does the Stock Market Work?

Everyone talks about “the market” and few understand how it works. The following video, produced by Dimensional Fund Advisors, is intended to change that.

Eugene Fama Awarded Nobel Prize in Economic Sciences


We are thrilled to share the news that Eugene Fama, widely recognized as the “father of modern finance,” has been named a co-recipient of the 2013 Nobel Prize in Economic Sciences.

Professor Fama serves on Dimensional Fund Advisors’ (one of our strategic partners) board of directors and on its Investment Policy Committee, where he advises the firm on many of its strategies. He is also Chairman of the Center for Research in Security Prices at the University of Chicago Booth School of Business.

His work began in the 1960’s with the development of what’s known now as the Efficient Market Hypothesis, and since then, he’s worked extensively on understanding how financial markets work. 

It is rewarding to see such a high level of recognition given to Dr. Fama. His contributions have served as the bedrock of our investment philosophy since the day we opened our doors in 1999 and have shaped how we help our clients make investing less taxing and achieve their most important goals.

All of us at Lauterbach Financial Advisors congratulate Professor Fama on this great honor. 

Learn more: 

Wall Street Journal: A Nobel for the Random Walk of Stock Prices

Business Insider: Nobel Prize Winner Eugene Fama Explains Why You Have No Chance Of Beating the Market


Eugene F. Fama: Economist. In this interview recorded in 2008 and conducted by Professor Richard Roll, Eugene F. Fama discusses his life, research, and contributions to the field of finance.

It’s Important to Be an Educated Investor

The following are some key investing principles that investors should know.



A Message Worth Repeating

Stay the course. We repeat that advice again and again. It is a message we would not repeat if we did not truly believe it was in your best interests. The following discusses why our message is the same regardless of market conditions. (more…)


Markets recently have had a rocky time as investors in aggregate reassess prospects for monetary policy stimulus in the US. Is this something to worry about?


Rules of Prudent Investing

The following rules can help investors build and adhere to a well-designed investment plan.  (more…)

Choosing a Trusted Advisor

Following are 10 principles we have adopted to help us serve as a trusted advisor.