The Return of Volatility “The true investor welcomes volatility…a wildly fluctuating market means that irrationally low prices will periodically be attached to solid businesses” -Warren Buffett The Federal Reserve Bank’s Open Market Committee (“FOMC”) raised the benchmark overnight Fed Funds rate by 50 basis points to 1.00% during the May
If you’re planning to retire here in Texas, we’re excited for you to embark on this next step! There is so much to enjoy here in The Lone Star State. From the warmer weather to a stunning skyline, a Dallas, Texas, retirement is a beautiful way to spend your golden
8 Ways It Will Change Employee Retirement Plans The SECURE Act 2.0 passed in March 2022 in the U.S. House of Representatives and is in The Senate waiting for revision or approval to expand retirement savings initiatives from the 2019 SECURE Act. The Senate proposed a similar bill in May
Many Americans like having their own home, and it is still very much thought of as a part of the American dream. Nearly two-thirds of millennials and 45% of Gen Z say the desire to be a homeowner is why they buy a home. Many people choose homeownership because it
You can probably picture it. You’ve finally retired from a lifetime of work, and you’re set to move to one of your favorite places, perhaps a warmer climate or an exciting European city. Retiring overseas is a dream for many Americans—according to a 2021 survey, a staggering 12% of Americans
Right now is a great time to examine your insurance coverage to assess if you are adequately covered and evaluate your risk. Without adequate coverage, your assets may face premature liquidation if you need to pay out of pocket for damages and do not have the financial means. For this
Life comes at us fast. From career shifts to kids, there’s a lot to balance. Hiring the right Texas financial advisor allows you to cross one essential item off your list. Our fiduciaries work with your circumstances and goals to set you up for a successful financial future. Schedule an
You may be retired after saving consistently for retirement and still consider investing. Depending on your situation, investing after retirement may include ensuring new investments do not jeopardize your retirement nest egg. For this reason, finding safe strategies that protect your money but allow you to have asset growth is
Monitoring Doing Good for the Planet and Its Inhabitants ESG investing enables investors to participate as stewards of the planet and its inhabitants by leveraging environmental, social, and governance factors when they invest. The primary goal of the ESG investment is profit, but the impact must benefit beneficiaries for it
Why Now May Be an Optimal Time to Invest or “Sit Tight“ COVID-19, inflation and a Ukrainian/Russian war have contributed to stock market declines in recent weeks. As market sectors respond, inflation, economics, geographic risk, and production are being impacted worldwide, creating volatility. Volatile market conditions may be optimal for
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