Tag: financial planning in texas
Sep
18
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August Market Commentary
August was a tough month for stocks, with the major benchmark indexes ending the month lower. Investors tried to decipher mixed economic data throughout the...
Aug
30
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July Market Commentary
Stocks performed well in July, as major benchmark indexes recorded significant gains. Despite the interest rate rise, the stock market and the economy have shown...
Jul
25
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Retirement Income Planning for Successful Entrepreneurs
If you’re a successful entrepreneur in the Grapevine, TX area considering retirement in the next few years, one of the most important aspects of your...
Jul
20
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June Market Commentary
As of mid-2023, we’ve seen a rebound in the equity markets. However, a narrow list of mega tech sector names propelled by recent artificial intelligence...
Jun
19
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Harness the Power of a CFP® and AIF® to Maximize Your Retirement
As a high-income earner, you’ve dedicated countless years, immeasurable effort, and strategic acumen to build significant wealth over a long period. But navigating the complexities...
May
22
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Top Four Strategies to Optimize Your Personal & Business Taxes
It is no secret that a higher tax bracket presents unique challenges and opportunities to capitalize on and grow your wealth. Like most investors, you...
Apr
10
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The Federal Reserve vs. Inflation
Inflation looks stubbornly persistent, and the economy is more robust than expected. How much longer can the Fed stick with its current plan of attack?...
Apr
10
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January Commentary
January proved to be a bumpy ride for investors, with stocks ending higher to begin the new year, despite concerns that the economy may be...
Apr
10
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2022 Year-End Commentary
2022 began with the Federal Reserve pivoting away from an “easy money” policy because they believed inflation was transitory, to rapidly tightening monetary policy at...
Apr
10
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Are You Confident in Your Investment Portfolio for 2023?
As we continue navigating through 2023, the importance of a well-structured investment strategy cannot be overstated. As a high-net-worth individual, you should focus on prudent...
