Brock Williamson, CFP®
Creating a Virtuous Cycle
There are many concerns today that can significantly affect our thoughts, actions and quality of life. Fires out west. A devastating...
top of page
Search
Brock Williamson, CFP®
Sep 11, 20213 min read
Bull Market Concerns and Having Appropriate Protection
I married Tyra 20 years ago. We spent our honeymoon on the island of Maui. This summer to celebrate 20 years together, we went back to...
Brock Williamson, CFP®
Jul 19, 20213 min read
2021 Mid-Year Thoughts on the Markets and Economy
If there is one constant with investing it is that there is always something to worry about. In other words, there are always concerning...
Brock Williamson, CFP®
Jul 19, 20212 min read
The Peril of Fashion & Investment Fads
Fads go in and out of style quickly and regularly. They always have and they always will. My fifteen-year-old teenage daughter started...
Brock Williamson, CFP®
Jun 9, 20212 min read
Mindful Decision Making
Recently we have been seeing a lot of headlines about how expensive the market is and predictions that it is about to fall significantly....
Brock Williamson, CFP®
Jun 9, 20212 min read
Improving Your Investment Skill
Portfolio returns and achieving financial goals are largely a function of two inputs: investor skill and luck. Oftentimes, those inputs...
Brock Williamson, CFP®
Feb 11, 20212 min read
Political Presumptions
Now that Democrats are in power, many investors are concerned about how the market may respond to the potential for increased taxes and...
Brock Williamson, CFP®
Jan 25, 20212 min read
A Persistent Forecast for 2021
Persistent (def) - continuing to exist or endure over a prolonged period Wall Street forecasts lack persistence. Their shelf life may...
Brock Williamson, CFP®
Dec 9, 20203 min read
Prospective Hindsight & Limits of Foresight
The next twelve months may be an especially interesting time. There is hope, but there is still much unknown. Let’s mind travel to...
Brock Williamson, CFP®
Nov 6, 20202 min read
Intentional Gratitude
Tis the season of gratitude. Thanksgiving is perhaps one of the most under-appreciated holidays, but most needed. Given the year we have...
Brock Williamson, CFP®
Sep 17, 20202 min read
Investments & the 2020 Election
We are all about to get bombarded with political advertisements and news this fall during the election season. Here are 5 critical points...
Brock Williamson, CFP®
Aug 19, 20203 min read
The CDC, COVID & Behavioral Biases
The director of the CDC recently said that this fall may be the worst one we’ve ever had – as COVID and the traditional flu season come...
Brock Williamson, CFP®
Jul 31, 20202 min read
Focus on Truth
As we face increased uncertainty about our lives, work and the markets, it can be easy to become anxious and fearful. We may face more...
Brock Williamson, CFP®
Jun 30, 20203 min read
Mid-Year Economic Recap and Investment Perspective.
During the Covid-19 outbreak, our family watched Back to the Future (parts 1 and 2) with our children while quarantined. I could not...
Brock Williamson, CFP®
Jun 19, 20202 min read
A Powerful Perspective
Every now and then the happenings of the market can teach us important lessons.
Brock Williamson, CFP®
May 29, 20202 min read
Beware of the Wolf in Sheep’s Clothing
The Holy Grail in investing, if there was one, is an investment that provides equity-like returns without the discipline and stomach...
Brock Williamson, CFP®
Apr 6, 20202 min read
Preserving Your Mental Health
The challenges we face today are unique and significant. The Coronavirus has unleashed uncertainty, economic pain and shelter-in-place...
Brock Williamson, CFP®
Mar 24, 20203 min read
Top 10 Financial Planning and Investment Opportunities To Consider Now!
1. Don’t Panic! Fear is not your friend--especially as an investor. Fear causes the worst decision making, including selling at low...
Brock Williamson, CFP®
Mar 17, 20202 min read
What is more contagious and dangerous than Coronavirus?
There is one thing more contagious and dangerous than the Coronavirus; that is fear. Not only does fear and anxiety weaken our immune...
Brock Williamson, CFP®
Feb 26, 20202 min read
Investing: Simple, Yet Difficult
Warren Buffett said, “Investing is simple, but not easy.” Sounds like a contradiction, but in real life simplicity has little to do with...
bottom of page