4 min read What’s going on in the current markets, and what’s the smartest move for investors in response? From the slowing economy to the effects of the ongoing (and likely not ending soon) US/China trade war, here’s what you need to know about the current state of the market. As the economy slows down, the bond market is pricing this in. The investment markets seem to have stalled: The S&P 500 has made a round trip from its high between October 3, 2018 and May 3, 2019. In t

As a member of the EFS Fort Worth advisory council, I had the privilege of serving as emcee for the Educational First Steps Fort Worth lunch

Photo courtesy of Patrick McGarvey / Flickr Markets are up 17.5 percent year-to-date! That's a lot for a four month investment return, right? Perhaps not when we consider that the S&P 500 is basically back to zero from the fourth quarter correction. While you are probably happier looking at your April 30 investment statements, it would be wise to reconsider taking these large round trips in the future and instead minimize future hits to your portfolio. Yes, the investment mar