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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

Gold Rally Is No Flash in the Pan | Weekly Market Commentary | September 30, 2024

When it comes to investing, gold may be the antithesis of artificial intelligence (AI). The precious metal has acted as a store of value for thousands of years with zero technological innovation — gold is discovered, not developed. Gold is also a real tangible asset and can act as a potential hedge against inflation or a safe haven during times of crisis.

Policy Crosscurrents: Potential Market Impacts | Weekly Market Commentary | September 23, 2024

Of course, last week’s headliner was Jerome Powell and the Federal Reserve (Fed) cutting rates by a half percent on Wednesday, September 18, the first time since the COVID-19 pandemic broke out in 2020. The Fed “pause” ended at 423 days and now stands as the second-longest on record, while the 26% gain for the S&P 500 during the pause (7/27/23–9/18/24) ranks first. Here we share some thoughts on the Fed’s move last week and some potential market implications of not only Fed policy but also fiscal policy post-election.

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Research

Client Letter | Big Week for Market Watchers | August 3, 2022

LPL Research discusses why last week was epic for market-watchers, as wells as what could be in store for August.

Client Letter | Midyear Outlook 2022: Navigating Turbulence | July 12, 2022

LPL Research assesses economic and market conditions for the rest of 2022.

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Market Watch

Recent Posts

Election Stock Market Playbook | Weekly Market Commentary | November 4, 2024

As Election Day approaches, we discuss potential stock market implications of various possible outcomes. But before we get into that, we offer our regular public service announcement around elections and investing. Political views are best expressed at the polls and not in portfolios.