Don’t Tax Me

posted on January 30th 2018 in Market Commentary with 0 Comments

Don't Tax Me: January 2018 Market Commentary

“Don’t tax you, don’t tax me, tax that fellow behind the tree,” quipped Senator Russell Long, who chaired the powerful Senate Finance Committee from 1966 to 1981. Tax Reform is Here This past year, Halloween was barely over when House Republicans introduced their version of tax reform. Few observers thought such a massive undertaking could be signed […]

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Looking Back and Leaping Ahead

posted on January 11th 2018 in Market Commentary with 0 Comments

Market Commentary

The End of the Financial Year As we head into the final lap of 2017, it’s been a banner year for stocks not just in the U.S., but around the world. Investors have been focused on the upbeat fundamentals — corporate profit growth sparked by economic gains at home and abroad. The U.S. economy grew […]

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Avoiding 8 Big Mistakes in Retirement

Tens of millions of Americans are looking forward to the day they retire. Others enjoy their profession and can’t imagine a life without work. Yet, even those folks recognize that one day they won’t wake up on a Monday and head into the office. In either case, a common goal is present — a comfortable […]

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5 Retirement Questions You Should Ask Yourself

posted on October 25th 2017 in Market Commentary with 0 Comments

One topic that comes up often in conversations with our clients is retirement planning. While goals and dreams may differ, there is one common theme — financial security. More specifically, many ask the question, How much monthly income will I have during retirement? Situations will vary from person to person. That is why we never […]

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Climbing to New Highs

posted on August 31st 2017 in Market Commentary & Your Financial Advisor with 0 Comments

A recent report revealed that the S&P 500 Index has closed at 42 news highs since July 11, 2016. That’s the day the S&P 500 hit its first all-time closing high in almost 14 months. A quick review of data from the St. Louis Federal Reserve reveals the index of 500 large companies added five […]

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Finding the Right IRA Match for You

posted on August 24th 2017 in Market Commentary & Your Financial Advisor with 0 Comments

All investments have a combination of benefits and limitations for its investor. Individual Retirement Accounts (IRAs), however, also have nuanced eligibility requirements based on your employment type and income level. Selecting a retirement account isn’t always easy to navigate which is why we recommend that you sit down with financial planner to discuss your options […]

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Do Robo-Advisors Dream of Electric Clients?

posted on July 5th 2017 in Market Commentary with 0 Comments

Austin Financial Planners: Do Robo-advisors dream of electric clients?

A Book Review: “Those who remain covet any living creature, and for people who can’t afford one, companies built incredibly realistic simulacra: horses, birds, cats, sheep. They’ve even built robot (“robo”) financial advisors. Immigrants to Mars receive robo advisors so sophisticated they are indistinguishable from true men or women. Fearful of the havoc these artificial […]

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May Market Commentary: Ignore the Distractions

posted on June 22nd 2017 in Market Commentary with 0 Comments

The steady diet of headlines pouring out of the Trump administration has been unsettling for most Americans, regardless of where they sit on the political spectrum. We know equity markets loathe heightened uncertainty — and what is happening in Washington is generating an enormous amount of political uncertainty. The word “impeachment” has even been bandied […]

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