Sharing knowledge and experiences
We host educational client events throughout the year, including our monthly “let’s talk markets” webinar series hosted by our team. You and your family are always welcome to join us.
Tune in to the May 2024 edition of "Let's Talk Markets," where we break down the latest market highs, dissect proposed tax changes, and explore the future of Al investments. Discover how recent records in the Dow, S&P 500, and Nasdaq impact you, and gain insights on Nvidia's market influence and the implications of new tax proposals. We also dive into the exciting world of Al, highlighting key factors that will shape its future. Join us for an engaging and informative episode designed to keep you ahead in the financial world. Listen now!
Listen on SpotifyIn our April 2024 edition, we explore the past month’s market dynamics, take a deep dive into the current economic impacts of geopolitical tensions in the Middle East, and look to the exciting future of cryptocurrencies.
Tune in as we empower investors with knowledge to navigate the complexities of today's financial landscapes.
Listen on SpotifyIn the March 2024 episode of "Let's Talk Markets," we discuss the sweet collaboration between McDonald's and Krispy Kreme, analyze the Federal Reserve's recent meeting outcomes, and share a personal journey where the discipline of competitive piano harmonizes with the nuances of wealth management.
Listen on SpotifyTake a journey with us on 'Let's Talk Markets' as we explore February's market insights, navigating the intricacies of real estate challenges and investment strategies with clarity and precision. Reflect on Nvidia's remarkable achievements and the detailed landscape of commercial real estate, equipping yourself with the knowledge for informed investment decisions. Our conversation is grounded in professional analysis, aiming to empower you with a comprehensive understanding of the financial trends that matter.
Listen on SpotifyHowdy, in this edition of Let's Talk Markets, we explore January's market trends, discuss the complexities within Social Security, and offer a glance at the evolving investment landscape. Tune in for an overview of economic growth, market dynamics, and thoughtful investment strategies to navigate the upcoming year with confidence.
Listen on SpotifyExplore the dynamic world of investing with our latest episode of 'Let's Talk Markets,' where we recap November's key economic shifts, including significant developments in inflation and AI technology. Reflect on the pivotal lessons of 2023, from navigating geopolitical tensions to adapting investment strategies amidst global economic changes. Join us as we also cast an insightful look into 2024, discussing the potential impacts of the U.S. presidential election, Federal Reserve policies, and other crucial factors on the investment landscape.
Listen on SpotifyIn our Halloween special of 'Let's Talk Markets,' we dissect October's market performance and carefully examine the global economic impact of unfolding events in the Middle East. We'll also treat you to a spirited discussion on the aspirations of today's teens, unmasking what careers are capturing their imaginations in the age of the internet.
Listen on SpotifyIn this episode, we examine the remarkable resilience of the markets in June and unravel the intriguing patterns of market behavior before presidential elections. We also uncover staggering facts about the travel industry's post-pandemic rebound, pointing towards a promising future for travel enthusiasts. Tune in for captivating insights into these compelling topics.
This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. All claims made in reference to stocks have been sourced on 6/27/23.
Listen on SpotifyIn this month's edition of 'Let's Talk Markets', we delve into the intricacies of the current inflation landscape, focusing on the dynamics of Core Inflation, and the implications of the US Debt Ceiling. As we shed light on the robust economic expansion within the Texas Triangle, we underscore its significant contributions to the US economy and its immense potential for future growth, all on our journey to understanding the past, present, and future of the markets.
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Welcome to another insightful edition of Let's Talk Markets. In this edition, we delve into the market's performance throughout the month of April, analyze the dollar's standing as the global reserve currency, and finally, shed light on some fascinating advancements in the space industry taking place right here in our beloved state of Texas.
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It’s time to dust off your boots and join us for a brand new episode of Let's Talk Markets. This month, we're reflecting on the valuable lessons from 2022 and discussing the potential catalysts that will move markets in 2023. Plus, we're uncovering the buzz surrounding OpenAI's ChatGPT. Whether you're a sophisticated investor or just dipping your toes in the market, We promise it will be a dam good time!
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