Byron Moore, CFP® and Mike Jones

Mike Jones

Tax Cuts v. Tariffs

Posted July 12, 2018

Mike and Byron discuss the recent tax cuts and tariffs.



Thinking Like an Investor

By Byron Moore, posted July 2, 2018
Originally published in the News Star and the Shreveport Times on Sunday, July 1, 2018.


“Should I be worried?”Stock Market Question_small.jpg

In my world, you get this phone call on a regular basis. I’m actually glad to get it, because it gives me an opportunity to remind folks what we are doing and what we are not doing.

“The market was doing so well last year, now it’s really slowed down. Should I be worried?”

He was right. The stock market did extraordinarily well in 2017, much to the surprise of nearly everyone. Depending on which measuring stick you use, the United States stock market was up anywhere from 21% to 28% in 2017.

Now, things seem to have taken a pause. Is it North Korea? Or corn prices? What about all these new tariffs? The new tax law? The president? The congress? The Illuminati exercising secret mind control over the markets?

The S&P 500s $20 trillion value... how did we get here?

By Mike Jones, posted February 16, 2017

As I was driving to work this past Monday morning, a reporter for Bloomberg Radio announced that the collective value of the S&P 500 had exceeded TWENTY TRILLION DOLLARS for the first time ever. 

The year ahead: hopes and fears

By Mike Jones, posted January 20, 2017

As we begin 2017 many research reports have crossed my desk predicting and prognosticating just how this year could play out.  All we know at this time is the number of variables is seemingly very wide. 

Mega rich athletes and financial planning for the rest of us

By Mike Jones, posted April 21, 2016

Recently I found myself sucked into one of those websites that discloses information on top athletes who made millions of dollars yet somehow lost or spent it all.  Those kinds of stories intrigue me and always get me to thinking about personal finances, budgets, happiness and life in general.

Why alternative funds?

By Mike Jones, posted March 17, 2016

This month I would like to introduce you to two things: the first is the strategy of introducing alternative funds to a portfolio. The second is the management firm AQR.

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