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Top 5 Financial Tips for Newlyweds

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Market Commentary

Weekly Market Commentary April 22, 2019

It was a quiet week for investors, as none of the three major indexes we track moved significantly. The S&P 500 eased 0.1% lower during the holiday-shortened trading week. Read more

Videos

Q2 2019 Quarterly Market Update

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor. Read more

Market Commentary

Weekly Market Commentary April 15, 2019

The S&P 500 gained 0.6% last week and reached an all-time high (when dividends are included). A few banks reported solid earnings and indicated loan demand remains positive. Read more

Blog

How You Say It

Published by Sidney Meriweather, Director of  First Impressions

“It’s not just what you say but how you say it.”

I can’t remember how many times I’ve had to remind myself of this phrase. Read more

Market Commentary

Weekly Market Commentary April 8, 2019

The S&P 500 soared 2.1% last week. Better-than-expected economic data from the U.S. and China reduced the risk of a global recession. The global MSCI ACWI gained 2.1% as the rally was broad-based. The Bloomberg BarCap Aggregate Bond Index dropped 0.3% as interest rates rose on the positive economic news. Bond prices move in the opposite direction as interest rates. Read more

Blog

The Right Advice

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor 

You are moving through life making dozens of decisions daily. 

Health, family, work, faith, civic duties. 

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market commentary

Monthly Newsletters

Spring Cleaning for Your Estate Plan: Is Everything in its Place?

Many of us are “celebrating” the warmer weather this time of year by sweeping away dust bunnies and vacuuming behind the couch. Spring cleaning has been part of our annual rhythm for centuries, from ancient religious traditions to scrubbing coal soot off the walls in Victorian times. Read more

Market Commentary

Weekly Market Commentary April 1, 2019

The S&P 500 rallied 1.2% last week as optimism about U.S.-China trade talks buoyed markets. The global MSCI ACWI gained 0.6%. The Bloomberg BarCap Aggregate Bond Index climbed 0.3%.

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Blog

The Family Meeting

By Brad Wiewel, The Wiewel Law Firm, Austin, Georgetown, Horseshoe Bay, and San Antonio www.TexasTrustLaw.com

Most people never disclose the details of their estate plan to their loved ones, successor trustees, executors, and agents. As a result, after they die, the people they leave behind are left to guess about what their deceased family member really wanted because of the sterile language used in the will or living trust. Read more