The difference between stock market returns from these broad regional categories have reached historical significance in 2018. As disciplined investors, we see an opportunity to buy stocks at historically attractive prices and remember that trends tend to reverse and the…Read More
We have observed a gradual interest rate increase since mid-2017. The change was first experienced in higher yielding cash savings accounts, which was great news for emergency funds and rainy day funds. More recently we have seen an increase in…Read More
In an effort to better serve our clients who live and work north of the river, we have opened a meeting location at the intersection of Mopac and Far West. This is a Regus coworking office space for the purpose…Read More
This podcast breaks down the difficult challenge of budgeting for a middle to upper middle class family in Austin, Texas. Find it here: http://conversationwithkevin.libsyn.com/a-mental-model-for-budgeting We cover: What does it cost to live comfortably in Austin? Why bother budgeting at all?…Read More
Stock markets have exhibited some fascinating behavior this year, and I’m not just talking about Elon Musk tweeting Tesla’s price up and down. (Although I can’t wait for the movie to come out – DiCaprio was born for that role.)…Read More
If wealth creation can be defined as more people accessing better products and services at lower prices, then Trade Wars gum up the works. It is not easy to find a respected economist who favors Trade Wars because it is…Read More
We are excited to announce a new visual investment dashboard in your Orion portal. Orion is a performance reporting system that uses data feeds from TD Ameritrade and other custodians and presents that information to you in a visual way….Read More
Here is what has been going on in global markets in Q1 of 2018. Click here for the full Q1 report in PDF format. Some interesting facts from the Q1 report: Top performing emerging markets: Egypt, Brazil, Peru, Russia Most appreciated…Read More
There is usually a difference between the house we really want and the house we can actually afford. Figuring out a reasonable purchase price is critically important for financial security, and it is easy to let that number float up,…Read More
This is the time of year when home buyers and sellers become very active. If you are a potential buyer, let’s face it, this town is EXPENSIVE! The obvious reasons are: 1) People want to live here at an increasing…Read More
