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The Power of Remembering
The upcoming Memorial Day holiday is a time to remember and reflect. It gives us a moment to step back, gain perspective, and appreciate what matters most. That idea applies to investing more than it may seem. Right now, there’s no shortage of concerns. Ongoing conflict in the Middle East, rising oil prices tied to tensions with Iran, lingering inflation, and constant debate about where markets go next. Add in the growing noise around AI and the future of jobs, and it’s
Brock Williamson, CFP®
1 hour ago2 min read


Conflict, Oil & Investing
If you’ve checked the news lately, you’ve likely seen headlines like: Stocks fall, oil prices rise on darkening economic outlook from Middle East war The tone feels serious. And when markets pull back at the same time, it’s easy to feel like something bigger is happening. As of late March, markets are down about nine percent from recent highs. That can feel significant. This Part Is Normal But declines like this are actually common. Markets regularly experie
Brock Williamson, CFP®
2 hours ago1 min read


AI Fatigue Is Growing — What Investors Should Know
If you’ve been following financial news, you’ve likely noticed a shift in how the media talks about artificial intelligence. Earlier this year, AI headlines were full of optimism and breakthroughs. Recently, though, the tone has cooled. Terms like “AI fatigue” and “disappointing results” are showing up more often, and the conversation feels more cautious. That shift is showing up in investor sentiment too. A recent Bank of America survey found that 45% of fund managers no
Brock Williamson, CFP®
Dec 5, 20252 min read


3 Takeaways from Buffett’s Last Letter
Warren Buffett has officially stepped down from Berkshire Hathaway, and last month he wrote his final shareholder letter. While much of it reflected on his upbringing, he closed with a few “final thoughts” that offer powerful guidance for investors today. “Don’t beat yourself up over past mistakes — learn at least a little from them and move on.” Every investor makes mistakes. What matters is how quickly we recognize them, learn from them, and get back on track. A big par
Brock Williamson, CFP®
Dec 5, 20252 min read
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