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.
Explore 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 Spotify
In 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 Spotify
Howdy! Welcome to another exciting episode of "Let's Talk Markets"! In this installment, we'll be discussing the major market events of July, examining the current inflation status, and exploring the impact of "Barbenheimer" on Hollywood. Tune in for an informative and engaging discussionListen on Spotify
In 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 Spotify
In 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.Listen on Spotify
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.Listen on Spotify
Join us as we navigate the past, present, and future of finance. This month, we're analyzing the noteworthy market events of March, delving into the developments surrounding Silicon Valley Bank, and providing valuable insights to safeguard our children's financial future.Listen on Spotify
Welcome back to Let's Talk Markets! After weathering last month's icy storm, we're back in the saddle and ready to break down the latest market performance during February. We also highlight the importance of keeping track of interest rates, inflation, and Federal Reserve sentiment. So pull up a chair and get ready for a great discussion. Oh, and brace yourself for some eggs-ellent dad jokes along the way!Listen on Spotify
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!Listen on Spotify
In this month's rendition of Let's Talk Markets, we highlight the news and events that affected the markets in November. One "green-lining" to the storm cloud of food inflation is that we've actually seen a decline in avocado prices! This month we discuss what investors will eye in 2023 and the importance of strong leadership in light of the situations around FTX & Disney.Listen on Spotify
Howdy! October opened the door to the final quarter of 2022. For this month’s Let’s Talk Markets, October greeted investors with the best month, with the Dow Jones Industrial Average’s best month since 1976. We took a deep dive into earnings season, recessionary environments, and how mid-term election cycles impact the markets. We also broke down the acquisition of Twitter and the process involved with taking a public company private.Listen on Spotify
August was a relatively quiet month for monetary policy and the FED’s fight against inflation, but we heard a lot about new fiscal policies to be enacted by the White House.
In this Let’s Talk Markets, we discussed how the markets performed for August, and the new economic data regarding GDP and CPI. We also broke down the Inflation Reduction Act and detailed how it may affect markets and the economy. Finally, we highlighted some of the interesting innovations made by Texas and/or DFW-based companies!
In this Let’s Talk Markets, we discussed how the markets performed throughout August, and the new economic data regarding GDP and CPI. We also broke down the Inflation Reduction Act and detailed how it may affect markets and the economy. Finally, we highlighted some of the interesting innovations made by Texas and/or DFW-based companies!
In this Let’s Talk Markets, we discussed how the markets performed for the second quarter of the year, how inflation can be more easily understood through BBQ, and Texas’s positioning as a global leader in wind energy.