Dogwood Capital Advisors

Dogwood Capital Advisors Dogwood Capital Advisors was launched in 2022 with the goal of delivering customized solutions to help meet our client's financial needs. Co.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. Securities Offered Through LPL Financial, Member FINRA/SIP

C. Investment Advice is offered through Symphony Financial, Ltd. Co., a registered investment advisor. Symphony Financial, Ltd. and Dogwood Capital Advisors, LLC are separate entities from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: KS, LA, MI, MO, NC, TN, and TX. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

This month's chart is thanks to past Fed Chair Alan Greenspan, who tracked men's underwear sales as a proxy for consumer...
05/28/2026

This month's chart is thanks to past Fed Chair Alan Greenspan, who tracked men's underwear sales as a proxy for consumer confidence. What do you think the new Fed Chair will watch?

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested...
05/19/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested. But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

Two out of every three S&P 500 companies mentioned AI on their Q4 earnings calls. That's not a trend. That's a signal.Th...
05/13/2026

Two out of every three S&P 500 companies mentioned AI on their Q4 earnings calls. That's not a trend. That's a signal.

The last time a technology shifted this many boardroom conversations at once? Smartphones. And we know how that turned out. Some sectors are all in. Others are barely speaking the word. That gap between the early movers and the quiet ones? It matters for investors.

Every earnings season is different, but the influence of a handful of companies is undeniable.
04/29/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.

Just over 50 percent of homeowners still have mortgages with rates under 4 percent. But that number has been trending lo...
04/23/2026

Just over 50 percent of homeowners still have mortgages with rates under 4 percent. But that number has been trending lower, especially in the past year. Are you thinking about making a change?

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, whic...
04/15/2026

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, which can put even the most seasoned investor on edge. Will the number of corrections for the S&P 500 increase to 27 this year?

Did you know that Fed Chair Nominee Kevin Warsh was a member of the Federal Reserve Board of Governors from 2006 to 2011...
03/04/2026

Did you know that Fed Chair Nominee Kevin Warsh was a member of the Federal Reserve Board of Governors from 2006 to 2011—a period marked by the Global Financial Crisis? His Senate confirmation process will start soon, so it’s time to start to recognize the name!

When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that ...
02/03/2026

When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to the uncertainty. Here’s what the 2026 Federal income tax brackets will look like.

Warren Buffett stepped down as CEO on January 1, 2026, but we can only hope he shares more words of wisdom.
01/29/2026

Warren Buffett stepped down as CEO on January 1, 2026, but we can only hope he shares more words of wisdom.

Market volatility is part of the investing process. More than 7 times a year investors should expect pullbacks of 3 perc...
01/20/2026

Market volatility is part of the investing process. More than 7 times a year investors should expect pullbacks of 3 percent and, at least once a year (since 1928), investors should be prepared for a 10 percent correction. When viewed from a historical perspective, recent market activity isn't as abnormal as one might think.

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17725 John F. Kennedy Boulevard 2nd Floor
Houston, TX
77032

Telephone

+12816618074

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