Climbing Interest Rates Threaten to Shred the A-Plan
If you’re a United Airlines pilot, specifically an ex-Con and you know who you are, watching interest rates go up and the balance of your defined benefit pension drop, is somewhat startling. What are you to do? There’s a saying in the business, an airline gets the union they deserve, and during the financial […]
A Fantastic Jobs Report Adds Further Upward Momentum for Inflation. How to Protect Yourself.
We’ve got a new jobs report and an inverted yield curve. How is that going to change things this year? Yesterday’s jobs report announced a 3.6% unemployment rate. Now that’s remarkable in any time. In the United States, a large country, that’s just 6 million people unemployed. To put this in perspective, there are […]
Fed to Investors: Just the Beginning
The Federal Reserve has increased interest rates against the backdrop of war and recession risk. How’s this going to affect you? What should we do about this? The Fed has increased the rates one quarter percent. It’s the first of projected eight increases for a total increase estimated to be 2% of the rest […]
Mother Russia An Outsized Threat?
So Mother Russia has a big problem. How’s that going to affect you in the portfolio? Hello, my name’s Paul Carroll, the CEO and Founder of Avion Wealth, an elite wealth management firm here in Texas. President Putin has recognized two Eastern provinces as break away states, something I might add that the Ukraine […]
Tax Season Tips
A Tough Ten Days For Tech… Is This The End Of The World Or An Overdue Reset?
It’s January the 25th, Tuesday afternoon. It’s been a wild ride. This video will probably go out Wednesday morning. If you’re in tech these last 10 days, you’ve really been spanked, but Tech’s been over value for so long. The market has been hard for everybody. Is it the end of the world or […]
What If Congress Bans the Roth 2-Step, the Backdoor Roth in 2022?
What happens if Congress bans the backdoor Roth, otherwise known as the Roth two-step in 2022? Hello, my name is Paul Carroll, the CEO and founder of Avion Wealth an elite wealth management firm here in Texas. Now the Build Back Better Act is pretty much stalled, but it hasn’t gone away. And in […]
Is Yesterday’s Market Rout a Portend of Things to Come in 2022?
Yesterday saw the biggest tech selling rout in over a decade. Is this a portend of 2022, is this what we should expect looking forward? Hello, my name’s Paul Carroll. I’m the CEO and founder of Avion Wealth, an elite wealth management firm here in Texas. Happy new year. Yesterday, the fed released its […]
Is 6% Inflation the New Normal?
With headline inflation at 6%, is this now the new normal? And what does this mean for you and your portfolio? So why do we have this inflation? Really, there are three reasons. One, we’ve been printing money. We’ve needed to do asset purchases, which is code for the Fed buys bonds in the […]
What’s Up With The Biden Tax Bill?
September 13th, the Democrats came out with the new tax plan for 2022. A lot of significant changes that affected a lot of our clients in a number of different ways. As the conversation has evolved, this plan has pretty much completely fallen into disarray. So what’s left? What do we need to worry […]