Grapevine, Texas
611 South Main Street Ste. 701
Grapevine, TX 76051
Phone: 972-556-9600
Fax: 972-556-2820
Toll Free: 866-563-5562
Hot Springs Village, Arkansas
3648 HWY 7 North STE C
Hot Springs Village, AR 71909
Phone: 501-922-9955
Fax: 501-623-7644
Toll Free: 866-563-5562
Cabot, Arkansas
3358 South 2nd St. Ste F
Cabot, AR 72023
Phone: 501-623-7588
Fax: 501-941-7022
Toll Free: 866-563-5562
Coronavirus Update
Client LettersFebruary 28, 2020 Dear Valued Investor: “The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. The last week has sure felt like taking an express elevator down, as the end of February brought a historic stock market sell-off, with the S&P 500 Index moving from an all-time […]
February 2020: Addressing the Coronavirus outbreak
Client LettersFebruary 25, 2020 Dear Valued Investor: Monday was a tough day in the stock market, with the S&P 500 Index down more than 3% as the number of coronavirus cases reported outside of China jumped. Monday’s losses reversed all of this year’s gains so far for the S&P 500 Index and the Dow Jones Industrial […]
February 2020 Client Letter
Client LettersFebruary 6, 2020 Dear Valued Investor: The start of 2020 has brought increased stock market volatility. The uncharacteristically calm market environment we experienced for much of the past four months was bound to end, but identifying the catalyst for a potential sell-off became more difficult after the U.S.-China phase-one trade deal was signed. Not even […]
Debt Should Retire When You Do
Client Letters, Frontpage ArticleThese days, having a credit card is practically a necessity, even when you are retired. It’s hard to do things like buy airline tickets, rent a car, or place an order online without one. And, while monitoring your credit card use is important anytime, making sure you avoid credit card mistakes that could affect your […]
JANUARY 2020 CLIENT LETTER
Client LettersJanuary 2, 2020 Dear Valued Investor: Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded. In December 2018, dropping stocks were suggesting an increased risk that a recession, or market crisis, might […]
December 2019 Client Letter
Client LettersDecember 3, 2019 Dear Valued Investor: Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors. One year ago after publishing Outlook 2019 we were all tested with market volatility, and that’s a reminder that we need to continue to be prepared for uncertainty […]