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Gas Prices & The Stock Market
Gas prices are up over 80% since the beginning of the year. Unlike many economic headlines, this one feels personal immediately. People see it every time they fill up their car, and that can quickly influence how they feel about the economy and their investments. It often leads investors to start thinking: “This can’t be good for the markets.” But what’s interesting is how differently investors interpret the exact same event. Some investors view rising gas prices

Brock Williamson, CFP®
May 302 min read


What Will Your Money Mean This Summer?
Summer has a way of changing perspectives. People spend more time with family, travel more, slow down a little, and create experiences they often remember for years. And many of those moments are connected to how we choose to use our money. Not necessarily how much we spend. But what we spend it on. Money Is a Tool, Not the Goal Many investors spend years focused almost entirely on accumulation. More savings, more growth, and an increasing net worth. But eventually an im

Brock Williamson, CFP®
May 301 min read


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®
May 52 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®
May 51 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


Headlines and Truths
The media often run sensational, concerning headlines that can mislead investors who take them at face value. The Truth About Valuation In recent weeks, much has been made about extended valuations, with reports noting that the Shiller P/E ratio is the highest since the dot-com bubble. But is valuation really a reliable gauge? History suggests otherwise. Since the mid-1990s, investors have repeatedly been warned about high valuations. Those who acted on these warnings

Brock Williamson, CFP®
Oct 27, 20251 min read


The Costanza Investment Strategy
Seinfeld fans love the irrational antics of George Costanza, partly because we recognize pieces of ourselves in his behavior. While George never set out to give financial advice, his quirks highlight important truths about human behavior and investing. The Amygdala – Our “Fear Center” In Season 5, Episode 20, George is at a birthday party when he suddenly spots a fire. Panic sets in. He bolts for the door, pushing aside an elderly woman and even peeling a child off the

Brock Williamson, CFP®
Oct 27, 20252 min read


Mastering the Mental Game of Investing
The best investors aren’t defined solely by knowledge or access to information. Much like world-class poker players, their real edge is...

Brock Williamson, CFP®
Sep 15, 20252 min read


Is the AI Bubble About to Burst?
Lately, the headlines have zeroed in on artificial intelligence. Some say AI is in a bubble and warn of a coming burst. But AI is just...

Brock Williamson, CFP®
Sep 15, 20252 min read


Riding Out the Twists and Turns of 2025
2025 has been a turbulent year for investors. From unexpected policy shifts to rising global tensions, it’s been a challenge to stay calm...

Brock Williamson, CFP®
Jul 8, 20251 min read


Dealing with Short Term Losses
Early April showered us with a few days of strong stock market losses. The market lost nearly 5% one day, followed by 6% the next day for...

Brock Williamson, CFP®
May 2, 20252 min read


Don’t Worry, Be Happy
There’s no shortage of things to worry about today—tariffs, economic uncertainty, global unrest—and all of it can impact our financial...

Brock Williamson, CFP®
May 2, 20252 min read


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 10, 20251 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 10, 20252 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 19, 20252 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 19, 20252 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 14, 20252 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 14, 20252 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
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