Advance Report

Radio Show

The term “stall speed” has been used by some forecasters to describe an economy on the verge of contraction. The recent GDP growth numbers of just 1.2%, the estimated second quarter profit drop, the renewed collapse in oil prices, and July’s drop in sales for GM and Ford lead us to explore the potential for a modest contraction in the overall economy.

Profit Report: 
Is my money market $1 or is it 98 cents?

The upcoming changes in money market regulations during October have deep implications for money flow. With approximately $1.6 trillion in money market balances, the regulations could result in hundreds of billions of dollars shifting from “prime” money market funds to government money market funds. Further, the potential for short term treasury rates to drop between now and October while commercial paper rates spike leads to this week’s Profit Report discussion of possible outcomes as well as investment strategy implications.


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Featured Research Solutions:

Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.
Tax Planning Report and Potential Impacts on Your Net Worth!
What would be the impact of a transaction tax?

*Trump Tax Plan?

Clinton Tax Plan?

Credit Market Update from Nuveen

Family Wealth Workshop

Networth Radio provides unique guidance designed to educate investors and improve decision making. Investors who find themselves overly pessimistic or overly optimistic are guided through common sense fact based research.

Headline Round Up!:

*Crude Bear! The Oil Price Implosion Continues.

*$20 Billion Dollars Burned in the Past Year.

*Pipelines Rally!

*Texas Bank Shares Up More Than the S&P 500.

*Earnings Not Good: Down an Estimated 3.3%.

*Don’t Move to Vancouver!

*Gibson Guitars: Distressed or Endangered?

*Chinese Companies Sitting on a Trillion Dollars in Cash!

*Apartment Bonanza: Rents Appear Ready to Drop. 42 Year High in Number of Apartments Under Construction.

We look forward to Summer Planning Season and helping to coordinate your future success.

Tax planning updates: The summer is an ideal time to meet with your CPA. Completing extension filings and a preliminary 2016 return before the October rush can result in a more proactive process while CPA offices tend to have extra band width.

Vital Fiduciary Obligations that You May Already Have!

Trustee Boot Camp With Alex Tollen!
What You Must Do as an Executor or Trustee.

Get on the Trustee Boot Camp List: Call 214-720-4400 Now for Ongoing Education on your Fiduciary Responsibilities.

What Happens when someone passes away:
1) The Probate Process
2) Executor – roles, responsibilities and fiduciary duty
3) What to do with real estate
4) Processing the distributions

Joint accounts, POA and trustee of trusts
1) To Joint account or to not Joint account: pitfalls and
risks of being a joint owner
2) POA is a better way to go for bank and brokerage
3) My parents have a trust and I am the successor trustee, now what?
a. Fiduciary responsibilities
b. It’s their money until its not

1) The “Windfall” Trap
2) How money works, compounding and total return
3) The importance of cash flow
4) Making the money last
5) Building an income base with the portfolio
6) Your budget
7) Teaching the next generation

Your advisory team:
Wealth Manager
Real Estate Professional

Click here for the Family Wealth Management Workshop!

Recommendation: Send the link to your Parents and Heirs TODAY.

Start the process of updating your investment plan today.