Charles Wilson, CPA/CFF, CGMA, CBEC
In the Houston metro area call 281-993-4530

Read what our Clients are saying about us:

10 Years Ago we hired Mr. Wilson to do our personal and business taxes, including end of year, quarterly, payroll and 1099's. I have referred him to multiple friends and clients and they have also been very pleased. What I am so grateful for is that he and his firm seem to care about my business as much as I do. He stays on top of every deadline and is always available, kind, efficient and professional. I highly recommend this firm to anyone.

Lisa Kurrass, Houston, TX
Broker / Owner / Founder at Real Estate Connection International

I hired Mr. Wilson after having numerous bad experiences with previous accountants. He is very professional, knowledgeable, and actually takes time with his clients. He offers a kind and genuine atmosphere. He seems to care about his clients. I am truly grateful for finding him and his firm. I would highly recommend this firm to anyone who wants taxes done correctly!

Camille Heffernan, Friendswood, TX

What’s Your Risk Number when you’re Investing?

Risk Analysis

Fantastic customer service and a very clear understanding of where our business is going and what needs and issues we need to be aware of as we grow!  Would recommend to anyone!

Bayou City Surgical Specialists,

Houston, TX

My US Tax are very complicated, due to the fact that I work and pay Tax in another country also.  I am very impressed with the work Wilson LLC has done for me, ever since he took over the practice of my former CPA years ago.  I highly recommend his services.  He is up to date with all of the latest changes that the IRS seems to make every year. Often throughout the Tax year I have question come up and Charlie always has a quick reply. I live in the DFW area and there are many fine CPA's in my area.

I chose to do business in Friendswood TX due to the understanding  of my complicated Tax. If I ever opened a Business in Texas, Charles Wilson LLC would be my 1st call.  Charlie, is a great guy to talk with and do business with, what more can I say.

George Hobbs, Bedford, Texas

November 2018 Special Market Update
with Charles Wilson, CPA/CFF, CGMA & Troy Patton, Portfolio Manager


Troy Patton, CPA/ABV - Fund Manager, The Archer FundsPosted: Thursday 11/1/2018  4:29 PM


Archer November 2018 Special Update:






The Halloween Trick


The market has given many of us quite a scare in October before finally rebounding a bit the last two days of October and November is off to a positive start as I write this.  There is much to do about rising rates, tariffs, and elections over the past few weeks and I would like to address this briefly.  If you can’t wait until the end, the bottom line is we are likely to move higher into 2019.


Some are speculating the Fed has raised rates too far and I happen to be in this camp to some extent. However, the last release of GDP says it is likely close to 3.5%.  In the environment we currently live, it seems if the 10-year Treasury has been consistent with an average of GDP over the last year (Gross Domestic Product Growth), then it is probably fairly priced.  As you can see since 1967, we have seen periods of higher GDP growth and we also saw a higher 10-year Treasury.  Think late 70’s and early 80’s.  Clearly GDP has slowed down over the years with a few spikes higher and lower.



For now, we expect rates will continue to move higher through 2019, and it appears they still have room to run without upsetting the markets as the 10-year Treasury notes are less than GDP.


Tariffs – Tariffs have been the headline choice of the day for the last 6-9 months.  Some of the countries we were able to get resolved, but China’s tariffs still loom over the headlines.  Frankly, these could cause a problem should they last indefinitely.  However, if you actually look at the tariffs, they are down in 2018 vs. 2017.  This means the rhetoric does not match what China is saying.  All leaders of their countries try to save face with their voters (or in China’s case, population).  They talk tough, but actually cave under the pressure of their own fears.  This will be no different. Neither the United States nor China can let tariffs create a recession or they will lose their power given by the people.  SIMPLE.


Elections – They are here and soon will be over.  Democrats will not have veto power and not much will change.  Trump will work with whomever is in power on either side.  Frankly, maybe nothing will get done and sometimes that can be a positive.  There is not going to be a huge swing to either side and unless one party holds all the cards, it is a lot to do about nothing.


Looking Ahead:


Stay focused on the long-term.  Even if you may be contemplating retirement, you would not expect to pull out your savings from investments on the day you retire.  Retirement is a long journey and you will need the assets to continue their growth.  We are currently evaluating the income investments within our portfolios as the interest rate environment has changed with the trend towards higher rates.  We will keep you updated should something in the markets warrant a change.  For now, we see the markets moving higher as we enter the next six months which have historically been the best time to be in the market.


Regards,

The Archer Team

Troy C. Patton, CPA/ABV

Steven C. Demas

John W. Rosebrough, CFA



The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities.  Archer Investment Corporation manages The Archer Funds.  You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing.  The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing.  You may obtain a current copy of the Fund’s prospectus by calling 800-800-1776 or visit www.thearcherfunds.com.  Past performance is not a guarantee of future results.  The investment return and principle value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. The Archer Funds are distributed by Arbor Court Capital, LLC, 8000 Town Centre Drive, Suite 400, Broadview Heights, OH 44147, Member FINRA. Member FINRA.