Is The Bear Market Over?

This Is How Bear Markets End This headline appeared on the CNBC website on April 18, 2023. In order to end a bear market, investors have to be so beat up that they think they may never own stocks again. CNBC’s survey shows only 24% of those surveyed think now is a...

You Are Here – Recession

A Day at the Park Years ago, my wife and I would occasionally take our kids to Six Flags for some family fun. We spent the day riding the rides, eating overpriced food, and getting sunburned. It was great family bonding time, and the kids loved it. Sometimes we would...

Rockwall, Texas, Financial Advisor, Bret Wilson

My History After I graduated from Baylor University with a business degree, I moved to Dallas where I took a job in the homebuilding business. A few years later, I started a master’s program in finance at Dallas Baptist University. After completing my MBA in 1995, I...

Silicon Valley Bank Debacle

Bond See-Saw If you took economics, you might remember a concept called “The Bond See-Saw.” For those who have no idea of what I’m talking about, let me offer a simple explanation. Picture a see-saw (or teeter totter, if you’re from the Midwest) with bond prices on...

Tips for Investing Wisely

This post may be different than what you were expecting. I don’t share any hidden secrets or 100% guaranteed stock tips that will improve the returns on your portfolio. But I do want to help you get out of your own way and invest with purpose so that you can be...