Investment Management News & Resources
Objective information about retirement, financial planning and investments
Blog
When Will The Bear Market End?
June 7, 2022
A quote by the celebrated fund manager Sir John Templeton states, “Bull markets are born on pessimism, grow on skepticism,…
Annuity Essentials
May 10, 2022
In its most basic form, annuities are insurance that provides an income stream either for a fixed period of time…
Barron’s Top 100 List
March 8, 2022
One hundred years ago women couldn’t open a bank account, apply for a loan or become an accountant or lawyer.…
Enjoy The Journey
Trends & Friends From KLBK Makes A Visit
August 3, 2022
We’ve got a fabulous headstart for the Mary Condra school supply drive. We have just a few days left to…
Innovative Charter School Supply Drive
July 22, 2022
The Betty M. Condra School for Education Innovation broke ground this week on Tuesday. The plans are to improve around…
Unique Texas Destinations for Summer 2022
July 15, 2022
Despite high gas prices, AAA estimates a record number of people will drive to their vacation destinations this summer, both…
Market Updates
Market Update
August 8, 2022
The Jobs ReportThe employment report was shockingly strong. The economy added 528K jobs, and economists expected 258K. Leisure and hospitality,…
Market Update
July 25, 2022
General EconomyEconomic activity is slowing in the U.S. and Europe. The composite US purchasing managers index fell to 47.5 in July…
Market Update
July 11, 2022
The EconomyConsumer sentiment is being driven by inflation and stocks but is worse than warranted. Consumer prices increased at an…