10/07/2024
https://www.atxadvisors.com/accountable-update/2024/10/4/q3-2024-market-review
Q3 2024 Market Review
US equities continued to build on a strong start to the year, with many market indices nearing record highs in Q3. However, a rise in volatility, unprecedented since the COVID epidemic, accompanied this increasing momentum.
07/23/2024
https://www.atxadvisors.com/accountable-update/2024/7/22/q2-2024-market-review
Q2 2024 Market Review
In the second quarter of 2024, the performance of global stock markets was mixed, driven by several geopolitical and economic events…
07/01/2024
I’ve had the unpleasant experience of working with clients that have been Schloss’d by infamous rogues such as Bernie Madoff, Allen Stanford, and Austin’s own Kurt Barton, to name a few. Schlossnagle's treachery may not have seemed so devious if it weren't for his declaration the day before he left: "I took the job at Texas A&M to never take another job again. That hasn’t changed in my mind."
Don’t Be Schloss'd: Avoid Being Blindsided by Schemes in the Investment World
In a move that stunned the college sports world, Texas A&M head baseball coach Jim Schlossnagel departed the Aggies one day after playing in the College World Series finals. Most observers would have been surprised by such a move in any similar circumstance, but his departure into the burnt
02/09/2024
https://www.atxadvisors.com/accountable-update/2024/1/5/q4-2023-market-review-
Q4 2023 Market Reviewhttps://www.atxadvisors.com/2023/10/6/q3-2023-market-review
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
02/09/2024
https://www.atxadvisors.com/accountable-update/2024/2/2/do-elections-matter
Do Elections Matter?
While the polls and the pundits will inevitably generate discourse regarding the potential ramifications for financial markets, should you allow elections to impact decisions regarding your long-term investments?
10/06/2023
https://www.atxadvisors.com/accountable-update/2023/10/6/q3-2023-market-review-d3yjs6
Q3 2023 Market Review
Global equities hit a stiff headwind in Q3 2023, with the MSCI All Country World IMI Index dipping -3.4%. Rising bond rates, mortgages over 7%, higher oil, plunging factory orders, Chinese deflation, and a UAW strike all contributed to a reversal of the winning streak we had experienced for much of
09/22/2023
https://www.atxadvisors.com/accountable-update/2023/9/21/can-i-retire-4-mistakes-to-avoid
Can I retire? 4 Mistakes to Avoid
Recently, I saw a question posted on an internet forum that caught my attention. The poster that was asking had recently sold his business. He simply asked, “Can I retire?”.
07/07/2023
https://www.atxadvisors.com/accountable-update/2023/7/7/q2-2023-market-review
Q2 2023 Market Review
Global stocks continued their recovery from last year's downturn, with the MSCI All Country World IMI Index (up around 6% in Q2) outperforming global bonds (Bloomberg Global Aggregate Bond Index) for the third consecutive quarter. Inflation worries in the US continued to temper with the 5-year expec