Jun 15, 2023 | Market Commentary
Good News for the Economy This week the monthly Consumer Price Index (CPI) and the Producer Price Index (PPI) were released right before the monthly Federal Open Markets Committee (FOMC) meeting. CPI revealed May inflation up 0.1% which means inflation increases are...
May 15, 2023 | Market Commentary
There are several retirement plans that are popular among small businesses. The best retirement plan for a small business will depend on factors such as the number of employees, the business structure, and the desired level of contribution flexibility. Let’s take a...
May 1, 2023 | Market Commentary
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...
Apr 15, 2023 | Market Commentary
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...
Mar 30, 2023 | Market Commentary
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...
Mar 15, 2023 | Market Commentary
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...
Mar 1, 2023 | Market Commentary
Economic Data Creates Confusion The January Personal Consumption Expenditure (PCE) report released last week surprised Wall Street and put a halt to the current rebound after February pullbacks. In a nutshell, inflation, following the last consumer price index (CPI)...
Feb 15, 2023 | Market Commentary
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...
Feb 8, 2023 | What's On My Mind
If you haven’t heard, Chat GPT is suddenly the most talked about innovation in the world of artificial intelligence (AI). This AI platform can, with some simple instructions, can generate “coherent, fluent text that feels human-generated”. My son, Reese, demonstrated...
Feb 1, 2023 | Market Commentary
January Excitement January turned out to be one of the best months the stock market has seen since 2019, and the first day of February wasn’t too bad, either. When you consider that the Federal Reserve’s board members met today and voted to raise short-term interest...
