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Tariffs & Your Retirement
-Five practical steps you can take now to help protect your financial future- The implementation of new trade tariffs has created...
Brock Williamson, CFP®
Mar 101 min read


Markets Dip Amid Tariff Concerns: We’re on top of it!
On Monday, March 3, the stock market experienced its worst drop of 2025, prompted by President Trump’s announcement that new tariffs on...
Brock Williamson, CFP®
Mar 102 min read


Why We Diversify
The simplest and truest reason as to why we diversify is that we don’t know what assets will do very well in the future, and which assets...
Brock Williamson, CFP®
Feb 192 min read


Is the Economy Good or Bad?
Investors often ask about how the economy is doing. This is no surprise because we are constantly inundated with information; it can be...
Brock Williamson, CFP®
Feb 192 min read


Investing is Simple, but Not Easy
The basic premise behind successful investing is to buy an asset at a low price and sell it at a higher price. Simple and...
Brock Williamson, CFP®
Jan 142 min read


A Dependable Forecast for 2025
Most investors love economic and market forecasts. With the markets so uncertain and volatile, our brain craves some sort of idea of what...
Brock Williamson, CFP®
Jan 142 min read


Forecast Follies
It is that time of year when forecasts abound. There are a lot of experts telling us what they expect the market to do in 2025. The most...
Brock Williamson, CFP®
Dec 19, 20242 min read


Tips to Scam-Proof Yourself in 2025
The frequency and efficacy of scammers has increased over the years. A report from the FBI says that losses to cybercrime activities is...
Brock Williamson, CFP®
Dec 19, 20243 min read


The Goodness of Gratitude
Tis the season of gratitude! Thanksgiving is perhaps one of the most underappreciated holidays, but most needed. Given the contentious...
Brock Williamson, CFP®
Nov 8, 20242 min read


Calm Amid Political Crises
It is the night of the election as I write this newsletter. With this election there are many strong feelings and opinions on both sides....
Brock Williamson, CFP®
Nov 8, 20242 min read


Cash is King! When a $20 Bill is Worth More than $20
At the beginning of the summer, we experienced a global Microsoft Windows outage, which took many businesses offline. This is a great...
Brock Williamson, CFP®
Sep 2, 20242 min read


An Investment Lesson for the Ages
Last month stock markets experienced a mini crash, accompanied by dire headlines and prominent Wall Street experts calling for emergency...
Brock Williamson, CFP®
Sep 2, 20242 min read


Celebrating the Freedom to Invest Well
I am so grateful to live in a free nation. I am so grateful for the freedom and right to pursue happiness, as established in the...
Brock Williamson, CFP®
Jun 28, 20242 min read


What if You Knew
What if you had a friend who secured a DeLorean and traveled ahead five years to learn about and profit from the future? Upon his return,...
Brock Williamson, CFP®
Jun 28, 20241 min read


Have a Great Summer by Practicing Strategic Omission
As summer comes upon us, many people take time off work, travel, and spend time with family and loved ones. The summer provides many...
Brock Williamson, CFP®
Jun 28, 20242 min read


The Preeminent Investment Risk
With all the dire headlines we have been reading, one would think the biggest investment risk today is geopolitical concerns. Or...
Brock Williamson, CFP®
May 9, 20241 min read


March Madness – Stock Market Edition
As we prepare for basketball’s march madness tournament, it is a good time to reflect on how maddening the stock market can be. ...
Brock Williamson, CFP®
Mar 12, 20241 min read


Succeeding at Self-Control
Self-control is an important characteristic to develop that can help us in all aspects of our lives from biting our tongue, to passing on...
Brock Williamson, CFP®
Feb 19, 20242 min read


A Robust Forecast for 2024
The brain may be filled with gray matter, but it hates gray areas. And there are few other places we find gray areas (uncertainty) than...
Brock Williamson, CFP®
Jan 11, 20242 min read


Forecast Frenzy
Tis the season when financial institutions provide their forecasts for the coming year. Several firms have already published their...
Brock Williamson, CFP®
Dec 19, 20232 min read
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