Home | Dallas Financial Advisors

Tariffs and Market Volatility Likely to Stick | Weekly Market Commentary | June 2, 2025

On Wednesday, May 28, the U.S. Court of International Trade (CIT) essentially blocked the majority of President Trump’s tariffs. A three-judge panel issued summary judgment against the tariffs enacted under the International Emergency Economic Powers Act (IEEPA), claiming they were unconstitutional and “exceed any authority granted by the President by IEEPA.”

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

Refinancing ZIRP | Weekly Market Commentary | February 24, 2025

The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy discussions. As the Federal Reserve’s (Fed) shift from a zero interest-rate policy (ZIRP) coincides with a substantial $7.5 trillion refinancing cycle, markets are also preparing for another round of debt ceiling negotiations.

Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025

Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown in retail spending.

« Older Entries

Next Entries »

Research

Client Letter | A Bear Market is Officially Here | June 14, 2022

LPL Research discusses what investors should expect with the new bear market.

Global Portfolio Strategy | June 2, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.

« Older Entries

Next Entries »

Market Watch

Recent Posts

Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025

This week was one of the most volatile weeks in the history of the stock market. That excludes the historic two-day decline on Thursday and Friday the week before (April 3–4). The S&P 500 dropped 1.6% on Tuesday, April 8, surged 9.5% on Wednesday, April 9 (the third biggest up day since 1950), fell 3.5% on Thursday, April 10, and jumped 1.8% on Friday, April 11. The S&P 500 ended up nearly 6% for the week.