TikTok Goes Dark January 19th. What Does This Mean for Your Portfolio?

The TikTok Tipping Point Paul briefly discusses the issues and impact of the divest-or-ban law ruling by the Supreme Court. TikTok, the social media giant with a massive 170 million users in the United States, is facing a high-stakes deadline. ByteDance, its parent company, has been ordered to divest itself of TikTok by January 19, […]
Will Rising Bond Yields Break the Market’s Back?

Will Rising Bond Yields Break the Market’s Back? Paul Carroll discusses the reasons for rising long bond yields despite the Fed’s rate cuts and how that may impact the economy and markets. Navigating the New Normal: Prolonged High Interest Rates and Their Impact on Your Portfolio In today’s evolving financial landscape, investors face a new […]
Big News for Businesses Across the USA: Injunction Against the Corporate Transparency Act Has Been Lifted. Or Has It?

What you need to know The Corporate Transparency Act is an anti-money laundering act, and comes with something called the Beneficial Ownership Information Reporting Requirement that had a January 1st, 2025 deadline. Though this law was a long time coming, it probably will stand in the end, at least with some kind of modification. What […]
Explaining Wednesday’s Market Sell-Off

If you felt the shockwaves in the market yesterday, you’re certainly not alone. What happened and how does this affect you? Let’s get some context. Yesterday, markets dropped about 3%, large cap US growth stocks as much as 4%. That’s a pretty big hit for one day. What are the factors behind that? Primarily, the […]
Corporate Transparency Act Halted: What Investors Need to Know About the Recent Court Ruling

A recent ruling by the U.S. District Court for the Eastern District of Texas has significant implications for the Corporate Transparency Act (CTA) and its beneficial ownership information reporting requirements. How does this impact investors who were required to report by the end of the year?
Smart Car Buying: Mastering The Art Of Leasing

Generally speaking, leasing a car in Texas is not a great idea. Here’s why: In Texas, you pay a 6.25% sales tax on the full value of the car. Unlike some states, you don’t pay local sales tax—only the 6.25%. But the problem lies in how this tax is applied.
Smart Car Buying: Insider Tips for the Affluent Buyer

I’m frequently invited to share my insights and experiences when it comes to buying cars, both new and used. Buying a car can be one of the largest purchases you’ll ever make—often the second largest after a house. The process is part art, part science.
Avion Wealth Voted Best Financial Planner in The Woodlands for 2024!

Avion Wealth Voted Best Financial Planner in The Woodlands for 2024!
Was Yesterday’s 2% Drop A Precursor Of Next Week’s Election?

Today is Friday, November the first, and yesterday’s market selloff was almost 2%. Is this a precursor of the election that’s coming next week?
Market in Review Q3 2024: Rates Cut and Markets Run

Market Overview Q3 2024: Interest Rates and Market Gains The global stock market enjoyed steady growth in the third quarter, with the MSCI All Country World Index rising by 6.8%—its fourth quarter of positive gains. While markets experienced some ups and downs in August, international stocks outperformed U.S. stocks this quarter. Key players included China, […]