2025 Q1 Review: Part III – Tariffs

2025 Q1 Review: Part III – Tariffs

April 21, 2025

Looking beyond the first quarter, the scale and scope of the worldwide tariffs that Donald Trump announced on April 2 took investors by surprise, and the market reaction has been…

Advocating for the Rio Grande Valley: McAllen Day in Austin

Advocating for the Rio Grande Valley: McAllen Day in Austin

April 10, 2025

McAllen Day in Austin brought city officials, business leaders, and community partners to the Texas Capitol to advocate for key issues affecting McAllen and the greater Rio Grande Valley. Led…

2024 Review: Market Concentration and Valuation

2024 Review: Market Concentration and Valuation

March 5, 2025

The Elite 8 stocks drove much of the S&P 500’s 2024 gains, highlighting concerns over market concentration and high valuations. As past trends show, extreme valuations can impact long-term returns.…

2024 Review: Yields, the Fed, and Fiscal Uncertainty

2024 Review: Yields, the Fed, and Fiscal Uncertainty

March 5, 2025

Over five years, U.S. Treasury yields have fluctuated due to quantitative easing, deficit spending, and Fed policy. Higher yields boost fixed-income returns but raise borrowing cost concerns. As rates rise despite Fed easing, the bond market’s influence on policy grows.…