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  • invest@charlesrgreen.com
  • 1612 Summit Ave., Ste. 350, Fort Worth, TX 76102


  1. Investment

What’s Going on with GameStop? Chances are you’ve caught wind of recent market news involving Wall Street traders, GameStop, Reddit & Robinhood. Clients have reached out to us wondering if any of the related market volatility could impact their portfolios. Here’s a quick summary of what’s happened so far and what could happen moving forward.....


Welcome to 2021! We hope that you and your family had an enjoyable holiday season. Once again, our primary goal this year is to continue our tradition of helping clients pursue their personal financial goals.


Quarterly Market Review: July-September 2020 July kicked off the third quarter with a bang as stocks surged throughout much of the month. Investors were encouraged by solid employment growth, a rise in personal income and consumer spending, a surge in the housing sector, and an increase in industrial production.

Low Interest Rates and Investors Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting…

Quarterly Market Review: April-June 2020 Stocks rebounded from a dismal March by posting their best monthly returns since 1987, as investors were encouraged by the expectation of additional….

Watch Out for Coronavirus Scams Fraudsters and scam artists are always looking for new ways to prey on consumers. The FTC has received over 20,000 COVID-19 related complains since January 1, 2020….

Coping with Market Volatility: Cash Can Help Manage Your Mindset Holding an appropriate amount of cash in a portfolio can be the financial equivalent of taking deep breaths to relax. It could enhance your ability to make thoughtful investment decisions instead of impulsive ones. Having a cash position coupled…

The Markets (First Quarter through March 31, 2020) The world’s economies and stock markets have been rocked by the spread of COVID-19. Investors’ fears prompted a major sell-off in February and March, plunging stocks well below their 2019 closing marks. Nevertheless, 2020 started off in a positive way.