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

Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025

Expected continued steady economic growth should enable corporate America to grow profits at or near a double digit pace in 2025.

U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025

With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the accuracy of a much larger idea — American Exceptionalism.

« Older Entries

Next Entries »

Research

Client Letter | Bull Market Hangs By a Thread | June 1, 2022

The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).

Global Portfolio Strategy | May 4, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) continues to recommend a slight overweight to equities versus bonds.

« Older Entries

Next Entries »

Market Watch

Recent Posts

Tariff Turmoil: Where Do We Go From Here? | Weekly Market Commentary | April 7, 2025

Markets got quite a surprise from the Trump administration last week in the form of tariffs above even the most aggressive forecasts, increasing the risks to economic growth and corporate profits.