Paul J. Carroll, CFP®

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?

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.

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!

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 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, India, and Japan, all of which saw higher returns than the U.S1. Interest Rates Drop Globally Central banks in the U.S., the European Union, and the UK lowered interest rates this quarter, providing support to both stock and bond markets. This move by central banks aimed to stimulate economic growth, and investors are keeping an eye on possible further cuts in the future. Record Levels and Mixed Results for Major Tech Companies As we move into the fourth quarter, several global market indexes are close to their all-time highs2. Among the top U.S. tech companies,…

When researchers recently gave professional traders advanced knowledge in what they call the Crystal Ball Challenge, you'd think with that information they'd significantly outperform the markets. Think again.

So the Fed has decided to go for broke. They're going big, slashing interest rates by a full half percentage point. How does this affect you and your portfolio?

Last Friday, U.S. stocks ended their worst week in 18 months. So, how will that affect us, and is it even relevant?

Jerome Powell has pretty much declared victory on inflation. How's that going to affect you and your portfolio?