The US/China Trade War: A.K.A. “You (almost) sunk my battleship!”

Michelle Connell, CFA | 4 min read What’s going on in the current markets, and what’s the smartest move for investors in response? From the slowing economy to the effects of the ongoing (and likely not ending soon) US/China trade war, here’s what you need to know about the current state of the market. As […]

Giving All Children a Chance with Educational First Steps

By Michelle Connell, CFA | 2 min read ​​Educational First Steps has served low-income neighborhoods of North Texas for nearly 30 years by transforming daycare centers in these neighborhoods into nationally accredited early learning centers. Now serving more than 1,000 preschools and daycare centers in 24 school districts, Educational First Steps is focused on neighborhoods […]

May Market Update and Why You Need Active Investment Management

By Michelle Connell, CFA | 6 min read Markets are up 17.5 percent year-to-date! That’s a lot for a four month investment return, right? Perhaps not when we consider that the S&P 500 is basically back to zero from the fourth quarter correction. While you are probably happier looking at your April 30 investment statements, […]