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August 2, 2019

When google searching “best investment advice”, it’s important to understand that no financial advisor in Austin, TX or elsewhere in the US has a crystal ball for how the market will perform. Suze Orman, Dave Ramsey, Jim Cramer and other CNBC “experts” haven’t proven the ability to predict market events either.

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July 19, 2019

As an Austin, TX financial planner, an investment management concept I always hear about is trying to time and beat the market. When it comes to investment performance, time in the market is better than timing the market.

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July 5, 2019

Holding securities across many market segments can help manage overall risk. But diversifying within your home market may not be enough. Global diversification can broaden your investment universe. As an Austin, TX financial advisor, it’s important to practice smart diversification.

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June 21, 2019

Academic research has identified these equity and fixed income dimensions, which point to differences in expected returns. Investors can pursue higher expected returns by structuring their portfolio around these dimensions.

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June 7, 2019

When serving clients virtually as a fiduciary financial advisor or in-person in Austin, TX, I am asked how volatility impacts their portfolio. While volatility may be back in the markets, my answer remains the same: play the long game!

The financial markets have rewarded long-term investors. People expect a positive return on the capital they supply, and historically, the equity and bond markets have provided growth of wealth that has more than offset inflation.