Tag Archives: S&P500

  • It’s Debatable

    You know it’s the fall in North Texas when your kid comes home from school with tickets to the State Fair of Texas.  The Fair just kicked off its 130th year, and it’s a pretty big deal in these parts with a number of attractions drawing hundreds of thousands of people every year. The State […]

  • The S&P 500 and Emotional Pitfalls

    As part of the investment committee for our firm, I often have conversations with clients and our advisor team about all kinds of investment related topics.  We discuss proper allocation, RMD strategies, tax related matters, risk-adjusted return, the merits of diversification, comfortable rates of distribution, the psychology of investing, and the list goes on, and […]