ATX Portfolio Advisors, LLC

10/07/2024

https://www.atxadvisors.com/accountable-update/2024/10/4/q3-2024-market-review

US equities continued to build on a strong start to the year, with many market indices nearing record highs in Q3. However, a rise in volatility, unprecedented since the COVID epidemic, accompanied this increasing momentum.

07/23/2024

https://www.atxadvisors.com/accountable-update/2024/7/22/q2-2024-market-review

In the second quarter of 2024, the performance of global stock markets was mixed, driven by several geopolitical and economic events…

07/01/2024

I’ve had the unpleasant experience of working with clients that have been Schloss’d by infamous rogues such as Bernie Madoff, Allen Stanford, and Austin’s own Kurt Barton, to name a few. Schlossnagle's treachery may not have seemed so devious if it weren't for his declaration the day before he left: "I took the job at Texas A&M to never take another job again. That hasn’t changed in my mind."

In a move that stunned the college sports world, Texas A&M head baseball coach Jim Schlossnagel departed the Aggies one day after playing in the College World Series finals. Most observers would have been surprised by such a move in any similar circumstance, but his departure into the burnt

02/09/2024

https://www.atxadvisors.com/accountable-update/2024/1/5/q4-2023-market-review-

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.

02/09/2024

https://www.atxadvisors.com/accountable-update/2024/2/2/do-elections-matter

While the polls and the pundits will inevitably generate discourse regarding the potential ramifications for financial markets, should you allow elections to impact decisions regarding your long-term investments?

11/03/2023

Two Answers for Students of the Market. https://www.atxadvisors.com/accountable-update/2023/11/2/two-answers-for-students-of-the-market

10/06/2023

https://www.atxadvisors.com/accountable-update/2023/10/6/q3-2023-market-review-d3yjs6

Global equities hit a stiff headwind in Q3 2023, with the MSCI All Country World IMI Index dipping -3.4%. Rising bond rates, mortgages over 7%, higher oil, plunging factory orders, Chinese deflation, and a UAW strike all contributed to a reversal of the winning streak we had experienced for much of

09/22/2023

https://www.atxadvisors.com/accountable-update/2023/9/21/can-i-retire-4-mistakes-to-avoid

Recently, I saw a question posted on an internet forum that caught my attention. The poster that was asking had recently sold his business. He simply asked, “Can I retire?”.

07/07/2023

https://www.atxadvisors.com/accountable-update/2023/7/7/q2-2023-market-review

Global stocks continued their recovery from last year's downturn, with the MSCI All Country World IMI Index (up around 6% in Q2) outperforming global bonds (Bloomberg Global Aggregate Bond Index) for the third consecutive quarter. Inflation worries in the US continued to temper with the 5-year expec