Financial Education

October 18, 2017

You Didn’t Make That Much Money Today…And That’s Ok

When I’m in a general discussion with someone about the market, they inevitably say something to the effect, “Boy that Dow keeps on going up.  Didn’t it recently cross 22 or 23?”  I say yes and discuss the markets in general wondering if they know what that really means.

October 16, 2017

The Calmest Year Ever For The Stock Market

On the Trey Ware Show today, Karl discussed the lack of volatility and how calling tops hasn’t worked the last several years.  Corrections will come and we’re certainly due for one but with the economic strength, the demand for stocks, lack of supply of stocks, and a slow moving Federal Reserve, stocks look poised to continue higher in the medium term.

October 14, 2017

Know What You Own

On this week’s show, Karl discusses different types of bear markets and why knowing what you own is key.  Also, Karl discusses charitable giving with Patricia Quintana-Perron of BKD.

October 12, 2017

Not All Bear Markets Are The Same

While the major U.S. stock market indices have been making records and arguably becoming more expensive, the question is when will the next bear market take the stock market down?  While that is a fair question and a concern of ours as well, one cannot paint this market with the typical broad brush.  Over the long-term, not all stocks move together in bull or bear markets.  The financial crisis was an anomaly where everything went down together.  In other words, diversification didn’t help.  Holding cash, treasury bonds, and your breath was the only escape of the bear’s wrath.

October 9, 2017

The Economy Continues To Improve

Despite the scary headlines, the stock market continues to hit new highs and is not a bubble.  In this morning’s interview with Trey Ware, Karl discussed why the economy and earnings are driving the stock market, not the news.

October 7, 2017

Don’t Make These Investing Mistakes

On this week’s show, Karl discusses common mistakes investors make that can cost them thousands over their lifetime.  Also, who were the winners and losers on the week? Karl gives the answer.

October 4, 2017

A 4th Tax Bracket Is Likely In The Trump Tax Plan

Karl joined Trey Ware this morning on KTSA AM550 to discuss the details of the next tax proposal.  In this interview, Karl & Trey discuss some of the highlights of the plan and the fact that it appears there will be a 4th bracket for high income earners.

September 30, 2017

The Details Of The Proposed Tax Plan

On this week’s show, Karl discusses the details of the proposed tax plan and who really benefits from this plan.

September 29, 2017

Will The Proposed Tax Plan Affect You? (Video)

Yesterday, Karl joined Deborah Knapp Bonilla on CBS to discuss President Trump’s proposed tax plan and the effects it may have on individuals, businesses, and the economy. 

September 25, 2017

Why Billionaires Buy Sports Teams

Karl joined Trey Ware this morning on the Trey Ware Show to discuss the huge tax write off that billionaires get when they buy sports teams. Also, Karl & Trey discussed how the Federal Reserve is taking off the training wheels.

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