Clients And Guests Gather To Hear Investment Analysis & Outlook

We were pleased to host events in April at Austin Country Club and Steiner Ranch Steakhouse for over 100 clients and guests. We discussed the dangers of passive investing for those within 10 years of retirement, our outlook for bonds & equities, and our current strategic positioning for growth and income. Click through if you would like to view the slides from the presentation.

Economic Optimism Index Hits New 10 Year High

Americans are even more optimistic about their economic futures than they were following the U.S. presidential election.  In a recent poll released by IBD/TIPP, the Economic Optimism Index hit 56.4 — equal to its level back in October 2004.  Also notable poll results are Americans’ confidence in their own personal financial outlooks and confidence in new Federal policies.  To…

Trump’s election has big effect on Americans’ economic optimism

A highly regarded polling firm released new data today confirming what the stock market has been saying since the US presidential election: Americans are very optimistic on their economic futures.  The poll, released by IBD/Tipp, who have the best track record predicting recent presidential elections, reported today that their Economic Optimism Index rose to 54.8%…

We View The Election Of Donald Trump As A Positive For Investors

In September and October we conducted two presentations where we discussed “Election Impact Investment Analysis”.  Over 120 high net worth and institutional investors in Austin were in attendance at the two events.  While we were unable to predict the ultimate outcome of this close election at the time, we separated ourselves from the bulk of analysts on Wall…