posted on 7th August 2015 in Market Commentary

Looking past scary headlines…resiliency July saw markets collide with a whole bunch of unsettling headlines. Greece tiptoed across the default line. Stocks in China, which peaked in June, were badly battered in July. The Fed continues to telegraph that it wants to start raising interest rates sooner rather than later. Corporate profits are running into headwinds […]

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posted on 14th July 2015 in Austin CFP Team Posts & Market Commentary

“I am indebted to my father for living, but to my teacher for living well.” –Alexander the Great   Every day of our lives presents us with moments. Moments that can affect us for years to come. This past quarter presented itself with many moments that contrary to what some might be saying are not […]

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posted on 10th July 2015 in Austin CFP Team Posts & Your Financial Advisor

Kevin Kelley is an Arkansas high school football coach who almost never punts the ball.  When he first arrived at Pulaski Academy, local fans were furious and confused by his coaching strategy.   Kelley says he stumbled upon research done by a Harvard college professor. The main theme of the professor’s paper was that conventional […]

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posted on 10th July 2015 in Market Commentary

An island of instability One month ago, I spent a considerable amount of time talking about the U.S. economy. I discussed the slow climb out of a deep hole and another speed bump earlier in the year. But there has been some good news – the economy seems to be exiting the funk it entered […]

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posted on 4th June 2015 in Market Commentary

Two steps forward. One step back. Did you know that the economic recovery is nearly six years old? That’s right – the Great Recession ended in June 2009, which means the economy pulled out of its nosedive and began to climb higher the next month. That is what the National Bureau of Economic Research, which […]

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posted on 29th May 2015 in Austin CFP Team Posts & Your Financial Advisor

Mistake #1: Diversifying by Hiring Multiple Financial Firms   Many investors want their investments diversified. This is a good thing for those who want to reduce many of the risks associated with investing, but the mistaken perception of what diversification actually means causes investors to have some strange ideas.One of the things I’ve heard people […]

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posted on 7th May 2015 in Market Commentary

95 years young Sir John Templeton may not be a household name, but in the investment world, he is a legend. Born in 1912 in humble surroundings, he attended Yale University during the Great Depression and was named a Rhodes Scholar to Balliol College at Oxford. He began his career on Wall Street in 1937 […]

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