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News & Perspectives


Market Perspectives — November 2023

Investors had much to be thankful for following November's rally. As economic and inflation data has cooled, markets are starting to anticipate a change in Fed rhetoric following the December 13th FOMC meeting which could spell the end to its rate hiking...

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Market Perspectives — October 2023

Interest rates increasing to levels not seen in over a decade pressured stocks in October. Cooling economic data is helping reverse some of this trend and stocks have bounced, but that trend can only last so long. Earnings season has been good...

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Market Perspectives — September 2023

September lived up to its historical designation as the worst month of the year thanks to interest rates and the Fed’s higher for longer mantra. Outlook for performance is improving thanks to seasonal fourth quarter tailwinds.

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Market Perspectives — August 2023

Interest rates moving to levels not seen in over a decade had markets taking a breather in August. September’s up next and it’s historically been the worst month for market performance. Economic data in August took on a more somber tone, employment...

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Market Perspectives — July 2023

Stocks remained hot in July and further extended the 2023 rally. Market breadth meaningfully broadened with small caps and emerging markets leading the charge. After a June pause, the Fed hiked again in July. Reported earnings are beating estimates and a few...

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Texas Property and Franchise Tax Relief

Property values have risen exponentially over the past few years. The increased appraised values of properties have led to increased property taxes for all Texas residents. The House and Senate are working on a bill (S.B. No. 2) that is intended to...

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