Home | Dallas Financial Advisors

Strategic Time Horizon Supports Allocation to Non-U.S. Equities | Weekly Market Commentary | June 30, 2025

With investor focus now squarely back on U.S. equities as new all-time highs are in sight, we dig into why strategic allocations should still consider, despite recent outperformance and multiple expansion, diversification into international equities.

Learn More

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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.

.at-about-fab__meta p{ line-height:19px !important; } .at-about-fab:hover{ opacity:0.8; } .at-about-fab { z-index: 999999; position: fixed; right: 131px; bottom: 31px; display: -webkit-box; display: -ms-flexbox; display: flex; -webkit-box-align: center; -ms-flex-align: center; align-items: center; -webkit-box-orient: horizontal; -webkit-box-direction: normal; -ms-flex-direction: row; flex-direction: row; -webkit-transform: translateX(100%); transform: translateX(100%); -webkit-transition: 0.2s ease; transition: 0.2s ease; -webkit-font-smoothing: antialiased; -moz-osx-font-smoothing: grayscale; } .at-about-fab:before { content: ""; position: absolute; display: block; top: 50%; left: -58px; width: 180px; height: 44px; -webkit-transform: translateY(-50%); transform: translateY(-50%); } .at-about-fab:hover { -webkit-transform: translateX(0%); transform: translateX(0%); } .at-about-fab:hover .at-about-fab__meta { opacity: 1; } .at-about-fab__thumbnail { position: absolute; top: 50%; left: -58px; width: 180px; height: 44px; padding: 1px; box-sizing: border-box; -webkit-transform: translateY(-50%); transform: translateY(-50%); overflow: hidden; cursor: pointer; } .at-about-fab__thumbnail img { display: block; width: 100%; } .at-about-fab__meta { font-family: 'Open Sans', sans-serif; opacity: 0; -webkit-transition: 0.2s ease; transition: 0.2s ease; } .at-about-fab__meta h2, .at-about-fab__meta p { margin: 0; padding: 0; } .at-about-fab__meta h2 { color: #ffffff; font-size: 14px; font-weight: 600; } .at-about-fab__meta p { color: #ffffff; font-size: 12px; font-weight: 400; } .at-about-fab__meta a { color: inherit; font-weight: 400; text-decoration: none; }

Weekly Market Commentary

The Fed Resets Expectations for Next Year | Weekly Market Commentary | December 23, 2024

The Federal Reserve (Fed) is moving more cautiously in adjusting policy, and markets might have a hard time resetting expectations. Throughout the latest press conference with Fed Chair Jerome Powell, equity markets declined as investors were befuddled with the large upward revision to 2025 inflation forecasts; despite disappointing inflation projections, the “vibecession” is over as businesses and consumers have become more optimistic.

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.

« Older Entries

Next Entries »

Research

Client Letter | Holiday Resilience | December 2, 2021

The path back to normal has been bumpier than anticipated, but the U.S. economy continues to show some strong momentum.

Global Portfolio Strategy | December 1, 2021

LPL Research continues to favor stocks over bonds and expects cyclical value stocks to perform well.

« Older Entries

Next Entries »

Market Watch

Recent Posts

Tariff Uncertainty Facing Stocks to Start Clearing Soon | Weekly Market Commentary | March 31, 2025

Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans. The latest news has been a mix of encouraging talk about narrow reciprocal tariffs and deep and biting auto (and auto parts) tariffs. It’s tough to lay out a tariff playbook for investors right now, so our advice is to wait and see. Markets and corporate America will need time to digest the information and figure out their next move. As potential dip buyers, we’re not in a big hurry.