2 powerful interviews this week with founders of successful Texas companies! Insights into business leadership from NetWorth Radio include Houston’s Recurrent portfolio manager Brad Olsen and Dallas’s own Horatio Londsdale-Hands, founder of Buda Juice an amazing and healthy story of growth. Rebalancing the 401k! We cover our process for updating 401k allocations with the recommendation of a semi annual process …

Part of our planning process calls up a client’s original plan to review progress towards goals. By defining the outcomes desired, decision making and corrective actions are guided by the objective instead of emotions. This week’s program dives deep into the victories and mistakes of real investors. Questions for this week: What is your intended outcome for the portfolio? What …

The Dow and the S&P Indexes climbed to near record high points this week while oil prices spiked to the highest levels of 2019. Why? This week’s program provides the answers and high level intelligence reports for 2019. Speaking of worry! It is tax time. Just so you know, if you are a McGowanGroup client, congratulations, your CPA will get …

One of the biggest emerging financial stories of 2019 is the dramatic drop in Long Term Interest Rates over the past year: C.B.O.E. Short-Term Interest Rate Index & 10 Year Treasury Note Yield Index (1 Year) -Courtesy of Bloomberg C.B.O.E. 30 Year Treasury Bond Yield Index & iShares 20+ Year Treasury Bond ETF (1 Year) –Courtesy of Bloomberg iShares National …

A longstanding investor term is “Climbing The Wall of Worry”. What does it mean and how can the concept help us? A client that I have served for 15 years, through two Bear Market cycles, called this week asking, “Should I go ahead and cash in now?” Many of us remember the Tech Wreck of 2001 and 2002 as well …

What is a Stealth Bear Market and what are the best potential solutions for investors? The Dow topped 26,500 for the first time in January of 2018. Most of this week’s trading levels were below 26,000. A stealth bear is a range bound sideways correction where the Equity Indexes fail to make new highs. If the assumption for growth is …

This week’s decline in U.S. Equity Markets was concurrent with the European Central Bank cutting growth estimates for 2019 to just 1.1% for the Eurozone. The theme of slowing global growth continues to dominate the Financial Markets. What does this mean for investors? Unlike the 3 years preceding the 2018 summertime equity market peak, growth investors are no longer likely …

Great Questions and Great Counsel lead to Successful Outcomes! Provocative Great Questions: If I am not with The McGowanGroup, is my Advisor getting it dead wrong? Example: I spoke with an institutional investor this week who simply wants to earn over 3% a year in a conservative portfolio. Irony the organic, after fees, cash flow is under 2% with a …

Slowing global growth was the theme during the Mini Panic of 2018, the first Bear market since the crisis and the quickest bear since 1987. Anxiety levels of investors in the 2018 Mini Panic reached a frenzy at the lows of Christmas Eve. With the benefit of hindsight, many investors are regretting overreactions that included failing to scoop up bargains …

Salacious Headlines that Haunt Investors Recession! Global Slowdown! Government Shutdown! Trade Wars! Debt Crisis! Contagion! Pandemonium! China! “Panda-Monium!” Anxiety levels of investors in the 2018 Mini Panic reached a frenzy at the lows of Christmas Eve. With the benefit of hindsight, many investors are regretting overreactions that included failing to scoop up bargains and even selling into irrationally low prices. What …