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A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024

To say the U.S. economy has been difficult to read is an understatement. From generationally high inflation and interest rates to concerns about the labor market, it’s no wonder consumers are unsure about the overall health of the economy.

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DALLAS FINANCIAL ADVISORS^®

Our goal is to assist families and individuals in making sound, quality investment choices that will help shape their financial future. Read More.

GENERATION TO GENERATION

Imagine working a lifetime to not only save enough money to retire financially independent but also to support your family, especially children. Then you die. What do the courts do with your estate? Read More.

WEALTH MANAGEMENT

With the assistance of Wealthvision, a sophisticated financial planning software program, I can help you with every stage of investing. Watch a video that explains how this sophisticated tool works by clicking here.

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Weekly Market Commentary

Key Themes for the Macroeconomic Landscape in the Second Half of 2024 | Weekly Market Commentary | July 29, 2024

Investors had a healthy appetite for risk so far this year as a so-called potential soft landing has been factored in. We have an economy with rising wages, decelerating inflation, and a Federal Reserve (Fed) on the cusp of cutting rates.

Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024

The first half of the year was a challenging environment for a lot of fixed income markets, especially higher-quality markets.

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Research

Client Letter | April Showers Bring May Flowers | May 4, 2022

LPL Research explains why they remain optimistic that more sunshine could be coming.

Client Letter | An Attractive Entry Point | April 28, 2022

The current investing climate is quite challenging, but LPL Research explains why history suggests patience will be rewarded.

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Market Watch

Recent Posts

Just When We Recalibrated, Another Shock Arrived | Weekly Market Commentary | October 7, 2024

Federal Reserve (Fed) Chair Jerome Powell said last month’s decision to cut the fed funds target rate by a half percentage point was due to a “recalibrating” policy, as the Fed follows its dual mandate regarding inflation and growth.