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financial advisor technology draft

Technology Can Be A Help And A Hindrance[Video]

New gadgets and tools are always coming to market. Technology can help you track or do things faster and better than before.  But, sometimes that new tool, may not necessarily give you all of the help, or the relief, that you were looking for. Let’s explain this a little deeper. As an example, as you…

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Mortgage Rates Have Dropped To A New Low: Should I Refinance

Mortgage Rates Have Dropped To A New Low: Should I Refinance?

There’s been a lot of talk in the news lately about low interest rates and inverted yield curves. One newsworthy item that is being missed is how mortgage rates have dropped. As recently as last November, mortgage rates were approaching 5.00%. Now they’ve dropped all the way to 3.55% based on the latest survey from…

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financial planner deer park will we have a recession?

Have You Lived Through a Recession?

Last week we talked about an inverted yield curve and how many commentators believe that leads to recession. This week we’re going to look closer at what typically happens in a recession. The first thing to remember is that recessions are not uncommon. As mentioned in last week’s post, they happen on average about every…

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financial planner are you creating opportunties deer park draft

Are You Creating Opportunities? [Video]

Do you think it’s possible to be creating opportunities for yourself? You could actually create different opportunities for you and your family by doing something new or doing it differently.  I’m going to show you two different people. We’re going to call them person A and person B. I’m going to share one change between…

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financial planner inverted yield curve

For The First Time In 12 Years, The Yield Curve Inverted! What Does This Mean For Recessions?

It’s been another volatile week in the stock market. The big worry this week is that the “yield curve” inverted for the first time in 12 years. But what does that mean and why do people think that’s significant? Let’s have a look. Yield Curve, Defined The yield curve is a plot of U.S. Government…

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financial planner better habits draft

21 Days To Better Habits – There’s More Than One Starting Point [Video]

We’ve all heard stories from people, who started their careers in different ways. everyone has a different story of where they got started. There’s not only one right path, for your professional career. Some people went to school. Some started an opportunity right away. Some are public figures. And some are even athletes. Developing Good…

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financial planner draft do you tend to jump ahead in your plan

What Happens If You Jump Ahead Of The Plan? [Video]

As you plan financially, do you think that it matters if you jump ahead and maybe do one step before the other?  Well sometimes it doesn’t matter. And sometimes it does matter. I’m going to talk through a three bucket system, where you can actually say, “Here’s where I’m at in this step and where…

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For all the fire and fury, what actually happened this financial week?

If you were gone for the financial week on vacation, you might look at the S&P 500 and think that it was a quiet week in the market. The index is pretty much exactly where it was on Friday August 2. But did you know that the Dow Industrials were down over 750 points on…

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financial planner fed rate cuts deer park

It Happened! The Fed Cut Rates & Increased Volatility

This week brought volatility to market performance we expected might happen. You can hear our thoughts for why we believed the Fed would cut rates. The Fed did announce a drop of rates by .25%. This was largely expected by the market as well and already priced into stocks. If this was expected why has…

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Financial Planner deer park market move

Could The Market Move Even Higher?

The market has been moving higher for the last ten years! Today marked another new high. So can it continue this pace of growth ahead? Here are a few things to consider as you consider whether your investments need a reallocation. Presidential Election in 2020 Next year we have a Presidential election. We are just…

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FINANCIAL PLANNER DEER PARK GET SPECIFIC

Get Specific Financial Advice – It Matters Eventually [Video]

The result of the tax cut and Jobs Act, that was put in place at the end of 2017. Did you get specific financial advice in this area?

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financial planner earnings season netflix

Earnings Season Has Started. And There’s Mixed Financial Results…

Over the past week, earnings season started! Right now we are watching to see if companies performed better than expected or reported less earnings per share than expected. Do you ever look back at the results of a project you’ve been working on to see how it performed? This is what we get to do with every…

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