The S&P 493: How This is More Relevant Than the S&P 500

Everybody’s heard of the S&P 500, but maybe what’s more relevant is the S&P 493. Hello, my name’s Paul Carroll, the CEO and founder of Avion Wealth, an elite wealth management firm here in South Texas.

Timing the Market: Being Out of The Market the Wrong Week Kills Returns

So last week we enjoyed a great market rally. We enjoyed it, that is, if you weren’t timing the market and afraid because of the previous downturn.

The S&P 500 10% Slide From July Peak. What Does This Mean?

On July 31st, the market was at 4,589. On Friday, it was 4,117. Today* it’s actually bounced back a little bit. Whenever the market drops 10%, we seem to forget the fundamentals. Now is a good time to discuss what this in fact means.

Social Security Adjusted For Inflation – How Does That Impact You in 2024?

For 71 million people, there’ll be an average 3.2% increase in their Social Security benefit in 2024. On average, that’ll be $50 a month. But if you are a higher earner during your working years, that could easily exceed $100.

Interest Rates: Are Higher Rates Good or Bad?

If you’re alive, if you’ve got a pulse, read the news, or looked at the credit card statement – you know that interest rates have come up. Long-term rates are up, short-term rates are up. This has caused all sorts of distress and it’s interesting.

Common Investment Mistake: Concentration Risk

Last week I came back from a great vacation to Greece, and of course, I always leave with a reading list. And in that list was an interesting book called The Missing Billionaires by Victor Haghani.

Is the Economy Headed For a Hard Landing?

The term “soft landings” has been echoing frequently in recent news. However, the irony lies in the fact that the more we hear about it, the less likely it seems we’ll experience one. Today, I aim to shed light on some of the pressing market concerns and their potential implications.

September’s Market Slump is Not Atypical – It’s Storm Season

We call September storm season here at Avion. I’m going to tell you why. The September Effect For at least 100 years now, September’s been the worst month of the year for the market. Since 1928, it’s been down 52 times. In fact, its ratio of down years to up years is 60/40. 60% of […]

Cost of Renovation Projects Has Increased

Like many people, I have been involved in a number of renovation projects in the last three or four years. And I have paid tuition like never before. So the purpose of this video is to maybe help you pay a little less tuition than I did. I read a fascinating article in the Financial […]

Million-Dollar Business Building To Maximize Value In Your Business

If you’re a business owner who is contemplating selling your business, you can learn valuable tips and avoidable traps in this interview with our founder and CEO Paul Carroll who was a guest on the Failing to Success podcast. In this discussion, you’ll hear how Paul’s prior experience, both in aviation and the financial sector, […]