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Client Letter | Stocks Pass Another Test With November Rebound | December 3, 2025
LPL Research reviews November’s gains and highlights key 2026 drivers — Fed policy, AI, and strategies to manage volatility.

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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.

You’ve spent a lifetime building ﬁnancial independence—not just for yourself, but to support and uplift your family. But without a clear estate plan, the legacy you’ve worked so hard to create may be left to the courts to decide.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

No Risk-Free Path | Weekly Market Commentary | September 22, 2025

At its September meeting, the Federal Open Market Committee (FOMC) cut the federal funds target range by 25 basis points to 4.00%–4.25%, marking the first rate reduction of the year after eight months of holding steady.

No Risk-Free Path | Weekly Market Commentary | September 22, 2025

At its September meeting, the Federal Open Market Committee (FOMC) cut the federal funds target range by 25 basis points to 4.00%–4.25%, marking the first rate reduction of the year after eight months of holding steady.

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Research

Financial Considerations for Americans Retiring Abroad

The decision to retire abroad requires you to take several unique factors into consideration.

A Retirement Reality Check

If you have already retired or if you can count the number of years until retirement on your fingers then please heed this friendly warning: Unless you’re already making the most of your current retirement planning strategies, then it may be difficult to lay the groundwork for a financially secure future.

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Market Watch

Recent Posts

Halloween Special: What Could Spook Markets | Weekly Market Commentary | October 27, 2025

With the stock market in record-high territory and up about 35% off the April lows, market participants clearly haven’t been too scared lately. But that doesn’t mean there aren’t plenty of things to worry about. Just because risks haven’t affected markets much lately — subprime auto loan bankruptcies notwithstanding — doesn’t mean they won’t in the future. In that “spirit,” as Halloween approaches, we discuss what scares us about the economy and financial markets.