The 3 Biggest Misunderstandings About Options

posted on November 3rd 2017 in Fort Worth CFP Team Posts with 0 Comments

In part 1 of this series, I described the main ways options are used (income, protection, favorable stock entries and diversification) as well as how they compare to stocks, risk-wise. Now, let’s talk about the biggest misunderstandings people have about options. First, people tend to learn just one strategy and then incorrectly assume the characteristics […]

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9 Tips on Purchasing and Financing Your New Home

posted on September 11th 2017 in WorthPointe News with 0 Comments

Since the beginning of the year, we’ve covered several topics that span the financial planning spectrum. This month, we’d like to take a slightly different tack and discuss the ins and outs of buying a home. For many, it will be the biggest purchase ever made, one that is an enormous investment with plenty of […]

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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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The February Market Recap

posted on March 19th 2017 in Market Commentary with 0 Comments

Table 1: Key Index Returns Source: Wall Street Journal,, CNBC, Morningstar MTD returns: January 31, 2017 – February 28, 2017 YTD returns: December 30, 2016 – February 28, 2017 *Annualized **In U.S. dollars   Awash in a pool of politics The market narrative that has dominated the news cycle since November has been the […]

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Investor Behavior Explained in 16 Hours

posted on November 10th 2016 in Austin CFP Team Posts with 0 Comments

“Trump Post-Election Investment Strategy” or “Investor Behavior Explained in 16 Hours”  Either of these titles are appropriate in consideration of President-Elect Donald Trump’s historic election win on Tuesday. This 16-hour period serves as perfect petri dish to explore the viral contagion that invades people’s emotions in irrational ways such that they can lead to false […]

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Dewey Beats Truman!

posted on November 9th 2016 in Market Commentary with 0 Comments

Post by Christopher Van Slyke  In the biggest election upset since 1948, Donald Trump has won the presidency.  You are advised to prepare for a possible wild ride in the investment markets. It is helpful to remember that these potential market gyrations are almost always bad times to trade, and particularly to sell.  We have months […]

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