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Interest Rates & Recession: What's next?
From inflation to interest rates and bank collapses, Americans are on edge about their finances. Stewart Fields, CFP® joined WFAA-TV to...
Stewart Fields
May 9, 20231 min read
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The US Dollar: Dominance, Challenges, and Future Prospects in the Global Economy
The US dollar (USD) has been the world's dominant reserve currency for many decades, with countries relying on it for trade, investment,...
Stewart Fields
Apr 3, 20233 min read
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Navigating the Ever-Changing Landscape of Financial Regulations
In today's fast-paced world, financial news and regulatory changes can impact our clients in deep and significant ways. As financial...
Stewart Fields
Mar 27, 20232 min read
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Tax Changes 2023
Tax season is here, and with it comes several new rules and regulations to be aware of. Financial professional Chris Massenburg joined...
Stewart Fields
Feb 1, 20231 min read
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Major Impacts From Secure Act 2.0?
The SECURE Act 2.0 is now law and is intended to strengthen and expand the original SECURE Act, which was signed into law in December...
Stewart Fields
Jan 26, 20233 min read
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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,...
Stewart Fields
Nov 9, 20221 min read
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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...
Stewart Fields
Oct 12, 20221 min read
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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...
Stewart Fields
Oct 4, 20221 min read
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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...
Stewart Fields
Sep 29, 20221 min read
77
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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...
JonLawton
Aug 2, 20221 min read
163
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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...
Stewart Fields
May 16, 20221 min read
176
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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...
Stewart Fields
Mar 20, 20221 min read
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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...
Stewart Fields
Mar 1, 20223 min read
77
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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...
JonLawton
Jan 6, 20222 min read
51
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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...
Stewart Fields
Oct 12, 20211 min read
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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...
JonLawton
Sep 15, 20215 min read
179
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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...
Stewart Fields
Aug 31, 20211 min read
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Boomerang Kids
The pandemic saw a record number of young adults move back home to live with their parents. Financial professional Stewart Fields spoke...
Stewart Fields
Aug 28, 20211 min read
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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...
JonLawton
Aug 25, 20211 min read
51
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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...
JonLawton
Aug 18, 20214 min read
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