News & Insights

With the rate at which our industry changes, it’s vital to stay on top of new trends, issues and regulations. It is our goal to be thought leaders and provide easily accessible, relevant information to our clients and contacts.

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Quarterly Market Review Q1 2017

Q1 2017- 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.

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Annual Market Review 2016

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How Diversification Impacts Investment Outcomes

Research shows that a focus on small cap, low relative price, and high profitability stocks can increase expected returns.

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Quarterly Market Review Q4 2017

Q4 2017- 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.

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Tuning Out the Noise

We believe that the right financial advisor plays a vital role in helping you understand what you can control while providing the expertise, perspective, and encouragement to keep you focused on your destination.

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New Year, New Market Highs

Every day stocks have a positive expected return regardless of whether markets are at all-time high or not.

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Quarterly Market Review Q3 2018

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Whitley Penn Financial Named Among the Top 150 Firms by AUM

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Quarterly Market Review Q2 2018

2018- This report features world capital market performance and a timeline of events for the past quarter.

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Quarterly Market Review Q1 2018

Q1- This report features world capital market performance and a timeline of events for the past quarter.

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Front Foot Advisor: E+R=O, a Formula for Success

Investing is a long-term endeavor. Indeed, people will spend decades pursuing their financial goals. But being an investor can be complicated, challenging, frustrating, and sometimes frightening. This is exactly why, as David Booth says, it is important to have an investment philosophy you can stick with, one that can help you stay the course.

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How Diversification Impacts Investment Outcomes

Research shows that a focus on small cap, low relative price, and high profitability stocks can increase expected returns.

News

Tuning Out the Noise

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Now and Then by Dave Goetsch

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Alicia Langdon Joins Whitley Penn Financial as Wealth Advisor

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New Year, New Market Highs

Every day stocks have a positive expected return regardless of whether markets are at all-time high or not.

News

Quarterly Market Review Q4 2017

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Quarterly Market Review Q3 2017

Q3 2017- 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.

Press Releases

Bill Weston Named CERTIFIED FINANCIAL PLANNER™

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To Bit or Not Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin and cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.

FEATURED NEWS & INSIGHTS

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