Blog
Five things to know about student loan forgiveness
This is a great article by the folks at John Hancock Investments. It clears up a lot of the misinformation out there about this polarizing topic. Click here for article
Read MoreThe Power of an Insurance LIRP for High Net Worth Individuals
If you're like most high net worth individuals, you're always looking for new ways to invest your money. And if you're looking for a way to invest your money that comes with a number of tax benefits, then an insurance LIRP might be...
Read MoreWhy Wealth Management Makes Sense for the Rich
If you're like most people, you probably think that wealth management is only for the ultra-rich. After all, why would someone with a million dollars need help managing their money? They can just throw it in a savings account and let...
Read More4 Easy Ways to Take Control of Your Career
I may not be a motivational speaker, but I know how taking control of your career will impact your wealth creation. Let me first show you why you need to be in control of your career.
Read More5 Resourceful Ways to Use Your Financial Left-Overs
You are probably wondering who and how someone gets to have any financial leftovers unless they are a billionaire or millionaire. How lucky is that person? Yet some of us can barely afford to settle our bills. Believe it or not, it happens
Read MoreShow All
How to Build Your Business and Retirement Savings from Scratch
I bet you have heard of the motivating stories of some billionaires and millionaires who claim to have built their business and retirement savings from scratch. On top of my head are Colonel Sanders, Howard Schultz, Ralph Lauren, and..
Read MoreWhat You Need to Know About Being an Entrepreneur or Starting a Side Hustle
You will start a side hustle and become an entrepreneur if you put your mind to it. Think about this: we Americans are most proud of the fact that our country is “The Land of opportunities.” And we are certainly not shy about grabbing these
Read More5 Top Mistakes People Make When Planning Their Retirement
According to a Federal Reserve report, almost half of the non-retired adults are already making mistakes when planning their retirement. That may be scary, but it is true.
Read MoreJune 29, 2020 - Rise in Cases Inspires Turbulence
The Week on Wall StreetA jump in COVID-19 cases dampened investor enthusiasm last week, sending stock prices lower on worries that rising infections could derail the economic recovery. The Dow Jones Industrial Average slumped 3.31%,...
Read MoreJune 22, 2020 - U.S. Economy Gains Momentum
The Week on Wall StreetStocks moved higher last week on news of more Federal Reserve market support and diminished concerns that new COVID-19 cases might lead to another economic shutdown. The Dow Jones Industrial Average rose 1.04%,...
Read MoreJune 15, 2020 - Markets React to Fed Report
The Week on Wall StreetInvestor sentiment turned negative last week, amid an increasing number of COVID-19 cases in states where reopening has been underway as well as a subdued economic forecast from the Federal Reserve. The Dow Jones...
Read MoreJune 8, 2020 - Recovery Optimism Builds
The Week on Wall StreetA positive jobs report sent stocks soaring last Friday, capping a solid week as evidence of a global economic recovery outweighed concerns over civil unrest and tensions with China.The Dow Jones Industrial...
Read MoreMay 26, 2020 - Markets React to Positive Outlook
The Week on Wall StreetUpbeat comments by the Federal Reserve Chairman and more signs of an economic turnaround combined to help fuel a powerful rally in the stock market last week.The Dow Jones Industrial Average rose 3.29%, while...
Read MoreMay 18, 2020 - Powell Somber on Recovery
The Week on Wall StreetStocks drifted lower last week, weighed down by Federal Reserve Chairman Jerome Powell's unsettling comments on the economy and signs of renewed tensions with China.The Dow Jones Industrial Average fell 2.65%,...
Read MoreFAQs about 2020 stimulus checks
Are you eligible for a stimulus check from the Treasury Department? As of Friday, April 24, the Internal Revenue Service said it had issued 88 million payments to individuals across the country. It plans to send out more than 150...
Read MoreMay 11, 2020 - Jobs Down, Stocks Up
The Week on Wall StreetDespite a historic downturn in employment, stocks managed to climb higher last week as investors were emboldened by the pace of economic re-openings, both here and abroad.The Dow Jones Industrial Average gained 2...
Read MoreUncertain Times in The Colony, Texas
As the market continues to be volatile, it can be hard to know what to do here in The Colony, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone”...
Read MoreUncertain times in Coppell, Texas
As the market continues to be volatile, it can be hard to know what to do here in Coppell, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone” is...
Read MoreUncertain times in Colleyville, Texas
As the market continues to be volatile, it can be hard to know what to do here in Colleyville, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone”...
Read MoreUncertain times in Flower Mound, Texas
As the market continues to be volatile, it can be hard to know what to do here in Flower Mound, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone”...
Read MoreUncertain times in Lewisville, Texas
As the market continues to be volatile, it can be hard to know what to do here in Lewisville, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone”...
Read MoreUncertain times in Denton, Texas
As the market continues to be volatile, it can be hard to know what to do here in Denton, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone” is...
Read MoreUncertain times in Keller, Texas
As the market continues to be volatile, it can be hard to know what to do here in Keller, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone” is...
Read MoreUncertain times in Southlake, TX
As the market continues to be volatile, it can be hard to know what to do here in Southlake, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone” is...
Read MoreUncertain times in Grapevine, TX
As the market continues to be volatile, it can be hard to know what to do here in Grapevine, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone” is...
Read MoreUncertain times in Mesquite, Texas
As the market continues to be volatile, it can be hard to know what to do here in Mesquite, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone” is...
Read MoreUncertain times in Kilgore, Texas
As the market continues to be volatile, it can be hard to know what to do here in Kilgore, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone” is...
Read MoreUncertain times in Garland, Texas
As the market continues to be volatile, it can be hard to know what to do here in Garland, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone” is...
Read MoreUncertain Times in Irving, Texas
As the market continues to be volatile, it can be hard to know what to do here in Irving, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone” is...
Read MoreUncertain Times in Fort Worth, TX
As the market continues to be volatile, it can be hard to know what to do here in Ft. Worth, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone” is...
Read MoreUncertain times in Addison, TX
As the market continues to be volatile, it can be hard to know what to do here in Addison, TX. So here are a few tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone” is...
Read MoreUncertain Times in Farmers Branch
As the market continues to be volatile, it can be hard to know what to do here in Farmers Branch, TX. So here are a couple of tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media,...
Read MoreUncertain times in Carrollton, Texas
As the market continues to be volatile, it can be hard to know what to do here in Carrollton, TX. So here are a couple of tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media,...
Read MoreUncertain times in McKinney, TX
As the market continues to be volatile, it can be hard to know what to do here in McKinney, TX. So here are a couple of tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media,...
Read MoreUncertain times in Allen, Texas
As the market continues to be volatile, it can be hard to know what to do here in Allen, TX. So here are a couple of tips you can use today: TURN IT OFF Everyone has an opinion, but in the world of modern media, “everyone”...
Read MoreUncertain times in Frisco, Texas
As the market continues to be volatile, it can be hard to know what to do here in Frisco, TX. So here are a couple of tips you can use today: RESIST THE TEMPTATION Volatility can play rough with your emotions. The temptation to jump...
Read MoreUncertain times in Plano, Texas
Here in Plano, Texas, it can be hard to makes sense out of today's market. Here is one thing you can do today: LOOK AT THE BIG PICTURE Short-term market fluctuations can stir all sorts of emotions and may even lead you to make unwise...
Read MoreUncertainty in Richardson, Texas
With all of the uncertainty going on around us here in Richardson, Texas, it can be hard to make sense of what to do. Here is one tip: TAKE A DEEP BREATH In a nutshell, the stock markets go up and down. That’s simply their nature...
Read MoreUncertainty in Dallas, TX
With all of the recent uncertainty in the marketplace here in Dallas, TX, it might makes sense to look back at what happened in 2018 to gain some perspective. Case Study: The Market Volatility in the Fourth Quarter of 2018 When stock...
Read MoreMay 4, 2020 - Economic Normalization Near?
The Week on Wall StreetStock prices ended the week slightly lower, despite news of positive results from a test trial of a COVID-19 drug treatment and several states easing their economic lockdowns. The Dow Jones Industrial Average...
Read MoreApril 27, 2020 - Markets React to Oil Prices
The Week on Wall StreetStock prices bounced around last week as investors reacted to wild swings in the price of oil and reports that called into question the efficacy of two potential virus treatments.The Dow Jones Industrial Average...
Read MoreApril 20, 2020 - First Post-COVID-19 Data Arrives
The Week on Wall StreetStock prices pushed higher last week as news of a White House plan to reopen the economy and reports of a potential COVID-19 treatment helped the market overcome weak economic data and an ugly start to the...
Read MoreApril 13, 2020 - Markets Rally
The Week on Wall StreetThe stock market staged a broad rally this week, buoyed by the prospect that COVID-19's grip on the nation may be easing and news of another Federal Reserve program to help stabilize businesses.The Dow Jones...
Read MoreApril 6, 2020 - Special Update: Quarterly Report
The Week on Wall StreetModest declines in stock prices this week masked the volatile inter- and intraday price swings as investors digested poor economic data and a warning from the president that the worst days of the COVID-19...
Read MoreMarch 30, 2020 - Congress Approves Stimulus
An open-ended commitment by the Federal Reserve to support American businesses and capital markets along with the passage of a $2 trillion aid package improved investor sentiment and drove a strong rally in stock prices. The Dow Jones...
Read MoreMarch 23, 2020 - More Coronavirus Volatility
The Week on Wall StreetThe stock market suffered through another volatile week as it wrestled with the health and economic fallout of the domestic spread of the coronavirus. Swift and decisive actions by the Federal Reserve and policy...
Read MoreMarch 16, 2020 - Volatility Continues
The Week on Wall StreetMarkets remained exceptionally volatile, buffeted by the spreading impact of coronavirus, uncertain responses from federal policymakers, and the sudden drop in oil prices.The Dow Jones Industrial Average fell 10...
Read MoreMarch 9, 2020 - Rallies and Retreats
The Week on Wall StreetHeightened coronavirus fears, falling yields, and Super Tuesday primary results sent stocks on a rollercoaster ride of sharp price swings, leaving stocks marginally higher for the week.The Dow Jones Industrial...
Read MoreMarch 2, 2020 - The Virus Becomes the Focus
The Week on Wall StreetStocks fell sharply last week as Wall Street considered how the coronavirus outbreak might influence global business activity and household spending.The selloff became a correction for the U.S. markets. The S&P...
Read MoreFebruary 24, 2020 - Virus Anxieties Affect Stocks
The Week on Wall StreetTraders paid close attention to coronavirus developments and earnings last week, while wondering how the former might eventually impact the latter. Concern over updated infection numbers moderated risk appetite.A...
Read MoreFebruary 18, 2020 - Weekly Gains for Big Benchmarks
The Week on Wall StreetDaily headlines about the coronavirus had little impact on stock market averages last week. Earnings and mergers had more influence. All three Wall Street benchmarks improved. The Nasdaq Composite rose 2.21%,...
Read MoreFebruary 10, 2020 - Stocks Bounce Back
The Week on Wall StreetStocks advanced four days out of five during the past market week, erasing the losses of the week before. The Nasdaq Composite surged 4.04%, the S&P 500 3.17%, and the Dow Jones Industrial Average 3.00%. Foreign...
Read MoreFebruary 3, 2020 - Equities Slip on Virus Concerns
The Week on Wall StreetStock benchmarks declined for a second straight week as coronavirus news tempered risk appetite.The S&P 500 fell 2.14% on the week. The Nasdaq Composite dipped 1.76%, and the Dow Jones Industrial Average, 2.55%....
Read MoreJanuary 27, 2020 - Stocks End the Week Lower
The Week on Wall StreetStock prices fell last week as investors considered the potential health and economic risks of the flu-like coronavirus.Foreign stock markets, as tracked by the broad MSCI EAFE index, fell 1.03% for the week....
Read MoreJanuary 21, 2020 - Fresh Record Highs
The Week on Wall StreetTraders were in an upbeat mood last week, reacting to news out of Washington: the signing of the phase-one trade deal between the U.S. and China as well as the Senate passage of the U.S.-Mexico-Canada Agreement...
Read MoreJanuary 13, 2020 - Further Gains for Stocks
The Week on Wall StreetThe market had a choppy five days, with traders reacting to geopolitical developments and weaker-than-expected jobs data. Even so, the three major U.S. equity indices posted weekly gains and continued their...
Read MoreJanuary 6, 2020 - Concerns About Oil
The Week on Wall Street Stocks descended from record highs Friday, as traders reacted to a U.S. drone strike that killed Iran's top military officer. Oil prices rose more than 3% following the breaking news.[1] Wall Street benchmarks...
Read MoreDecember 30, 2019 - The Year in Review
What Drove the Markets? Four factors influenced investment performance in 2019: a shift in U.S. monetary policy, the ongoing trade dispute between the U.S. and China, earnings, and the economy. Stocks reached record highs in 2019. The...
Read MoreDecember 16, 2019 - Phase-One Trade Deal Reached
The Week on Wall Street The U.S. and China announced a limited trade agreement last week. That news lifted U.S. and foreign stocks, leading to weekly gains. Advancing 0.91% on the week, the Nasdaq Composite outperformed the S&P 500...
Read MoreDecember 9, 2019 - Stocks Ride Out a Choppy Week
The Week on Wall Street Key Wall Street benchmarks were up and down last week – or rather down and then up. A Tuesday retreat was offset by a Friday rally spurred by the Department of Labor’s November jobs report. While the S&P 500...
Read More