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Market Insight Quarterly | Q3 2025
This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.

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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

Earnings Season Delivered | Weekly Market Commentary | August 18, 2025

As we wrote on August 11, companies have done a good job overall adjusting to tariffs so far, which was evident during earnings season. While several factors have helped mute the recent tariff effects, companies will experience more cost pressures in the months ahead.

Stocks Sailing Smoothly Through Policy Crosscurrents So Far | Weekly Market Commentary | August 11, 2025

We have been pleasantly surprised by how well stocks have handled the sharp increase in tariffs. Since the market low from the early April tariff scare, the S&P 500 Index has gained more than 28%.

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Research

Don’t Procrastinate: Zero In on Holiday Budgets Before You Spend

Don’t look now because before you know it the season of giving — and spending — will be upon us. Don’t wait until the credit card bills arrive in January to think about how you’re going to pay for your holiday spending. Start now and consider these planning tips.

What Are the Benefits and Drawbacks of Putting My House in My Child’s Name?

Some people also consider transferring ownership for estate-planning reasons. If you are planning to bequeath the family homestead to your child, transferring title while you are alive may enable you to reduce the taxable value of your estate.

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Market Watch

Recent Posts

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.