Videos

Wesbury’s View of the Current Economy & a 2023 Outlook: Part 2
Part two of my conversation with First Trust Portfolio’s Chief Economist. There’s a lot of news about inflation and recession, but what’s truly happening to the market, why is it happening, and what does it mean for 2023? I recently sat down with Brian Wesbury, Chief Economist at First Trust Portfolios, to discuss these […]
Wesbury’s View of the Current Economy & 2023 Outlook: Part 1
Part one of my conversation with First Trust Portfolios’ Chief Economist. There’s a lot of news about inflation and recession, but what’s truly happening to the market, why is it happening, and what does it mean for 2023? I recently sat down with Brian Wesbury, Chief Economist at First Trust Portfolios, to discuss these […]
Market Cycles vs Economic Cycles
How different market sectors move in relation to the economy. It goes without saying that the economy affects the market, but in what way? Today I’ll share a graph that shows market cycles, economic cycles, and recessions. In a nutshell, the market and economic cycles don’t necessarily move in tandem. In fact, the stock […]
We’re Not in a Recession—At Least Not Yet
Here are the facts about whether we’re in a recession or not. Are we in a recession? There has been a lot of discussion on this topic but most of it has frustrated me because it’s rooted in politics versus the true definition of “recession.” Most people believe a recession is defined as two […]
A Sneak Peek At Our New Office Build Out!
Check out what we have done so far for our brand-new office remodel. We are extremely excited to be moving into a new office space, Four Oaks Place in uptown Houston, in mid-September. With this move, we are expanding our footprint to accommodate our growing team and look forward to having a new space […]
What Having a Retirement Plan Looks Like
Why you should start planning your retirement as soon as possible. How We Can Help You Book an Initial Consultation What will your retirement look like? Today I want to share a story that shows why retirement planning is important. I didn’t have any plans for this past Memorial Day weekend, so I went down […]
Are We Headed for a Recession?
Though many are concerned about a recession, I don’t believe we’re in one. How We Can Help You Book an Initial Consultation As of June 10, the inflation rate was as high as 8.6%, which is a 40-year high. That was much higher than expected. I thought we might start to see things slow down […]
How to Mix a Skinny Margarita With Melanie Knight
Try this amazing recipe for a delicious, sugar-free margarita. How We Can Help You Book an Initial Consultation Today we’re here with Melanie Knight of the Green Financial Group to change things up a little. Melanie has been with us for over a year and a half, and she’s quickly become one of our favorite […]
Russia, Interest Rates, & the Market
How the Russia/Ukraine clash and interest rates are affecting the market. We’ve been seeing a lot of fluctuation in the market lately. Most likely, it’s been reacting to the recent conflict between Russia and Ukraine. Since we don’t know how that conflict will end, we don’t know how the market will react. We’ll have […]