Insights

Filter by:

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. 

Read more

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%.

Read more

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

Market Commentary

Weekly Market Commentary March 25, 2019

The S&P 500 dropped 0.7% on concerns a key economic indicator signaled recession risk was increasing. The global MSCI ACWI slipped 0.5%. The Bloomberg BarCap Aggregate Bond Index soared 0.9% as investors rotated toward fixed-income investments that often perform better when rates decline.

Read more

Blog

Took Their Ball and Went Home: Staying in Play with Job-Creators

Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees). For others, the event is the hoped-for moment where the relative power of corporations, governments and labor shifts back to governments and possibly labor. Expect those who protested against Amazon’s breaks to be disappointed. Instead, the move will be seen as evidence of corporations continuing to gain strength. Read more