Quarterly Market Update
The economy took its twists and turns over the last quarter and with more expected in the 4th quarter, Managing Partners Stewart, Jon,...
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- Oct 12
- 1 min
Are you and your portfolio inflation ready?
Inflation reports have been causing a lot of market uncertainty. This may be the new norm for awhile. The good news is...there's plenty...
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- Oct 4
- 1 min
Are We In A Recession?
Here's a question that has been the talk for the last couple of months. Are we in a recession? Whether you want to use the Webster's...
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- Sep 29
- 1 min
Another AGGRESSIVE hike from the Fed
How high will interest rates rise? Stewart Fields, CFP® joined WFAA-TV to discuss the Federal Reserve’s latest rate hike and how you can...
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- Aug 2
- 1 min
Impact of Interest Rate Hikes
The Federal Reserve has raised interest rates for the fourth time this year. Jon Lawton, CFP® joined WFAA-TV to discuss the latest...
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- May 16
- 1 min
Recession in 2022? How Should You Prepare?
From record inflation to rising interest rates, the warning signs for a potential recession are there! Financial professional Stewart...
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- Mar 20
- 1 min
Bitcoin & Your Finances 2022, FOX KDFW - March 13, 2022
Cryptocurrency has gained in popularity over the last couple of years. But what exactly is it? And should you invest? Financial...
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- Mar 1
- 3 min
Need income? It helps to look in the right places.
Income is powerful. Compounded income is even more powerful over time. For example, take the Bloomberg US Aggregate Bond Index where...
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- Jan 6
- 2 min
Where will Markets Finish in 2022?
Its that time of year again. New Years has passed and everyone is going back to work. Time to make your predictions for the upcoming...
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- Oct 12, 2021
- 1 min
Smart Money Moves Before You Retire
As the pandemic continues, so does the burnout from the 9-to-5 grind. Financial professional Chris Massenburg joined WFAA-TV to share...
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- Sep 15, 2021
- 5 min
Why You Should Consider a Roth Conversion
By Jon Lawton, CFP® There are two types of IRAs: Traditional IRAs and Roth IRAs. They each have their advantages and disadvantages that...
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- Aug 31, 2021
- 1 min
Steps to Retire by Age - WFAA ABC
The pandemic may have you reconsidering your retirement timeline. Financial professional Jon Lawton joined WFAA-TV with tips on how to...
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- Aug 28, 2021
- 1 min
Boomerang Kids
The pandemic saw a record number of young adults move back home to live with their parents. Financial professional Stewart Fields spoke...
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- Aug 25, 2021
- 1 min
What to do If you Lose Money in your 401(k)
There’s always risk when it comes to investing. Jon Lawton, Certified Financial Planner and Managing Partner of OpenAir Advisers spoke...
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- Aug 18, 2021
- 4 min
The Top Five Mistakes in a 401(k)
Investment losses in a 401(k )are directly related to the level of risk you are taking inside the plan. However, they are not the only...
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- Jun 29, 2021
- 2 min
Hawks and Doves
In finance, a hawk is someone who advocates keeping inflation low as the top priority in monetary policy. A dove, by contrast, is someone...
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- Jun 18, 2021
- 1 min
Word of the Day - Triple Witching
The word conjures images of spells, brooms, and pointed hats, but the term in finance refers to an event that happens four times a year...
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- Jun 16, 2021
- 2 min
Word of the Day – Transitory
There is a big argument on Wall Street right now regarding the sudden rise in prices. The cost of everything is going up from food,...
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- Jun 4, 2021
- 2 min
Mapping Your Tax Future
*As Published in Southlake Style Magazine, June 2021 Edition https://www.southlakestyle.com/community/business/mapping-your-tax-future-op...
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- Jan 29, 2021
- 3 min
GameStop + memes = tulips
Did you hear GameStop went viral? Here’s a quick guide to the market frenzy you’re seeing in the headlines. What is GameStop and why does...
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