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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®
Feb 11, 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®
Jan 25, 20212 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®
Dec 9, 20203 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®
Nov 6, 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®
Sep 17, 20202 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®
Aug 19, 20203 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®
Jul 31, 20202 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 30, 20203 min read


A Powerful Perspective
Every now and then the happenings of the market can teach us important lessons.

Brock Williamson, CFP®
Jun 19, 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®
May 29, 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®
Apr 6, 20202 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 24, 20203 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®
Mar 17, 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...

Brock Williamson, CFP®
Feb 26, 20202 min read


The Coronavirus: A Healthy Perspective
We have our first surprise of the year: The Coronavirus. Just last month I wrote in my annual forecast that we will be surprised by...

Brock Williamson, CFP®
Feb 1, 20202 min read


Practicing Gratitude
Tis the season of gratitude. Thanksgiving is perhaps one of the most underappreciated holidays, but most needed. Because Thanksgiving is...

Brock Williamson, CFP®
Nov 4, 20192 min read
Lunacy of the financial media.
Every now and then I am amazed at the lunacy of the financial media. Early in October, the media printed headlines telling us that we...

Brock Williamson, CFP®
Nov 4, 20191 min read


I'm Crying for You Argentina
Last week, the Argentine stock market, known as the S&P Merval Index, lost over 48% in dollar terms. We are not talking about a single...

Brock Williamson, CFP®
Aug 17, 20192 min read


3 Tips to Stay Calm When Markets Aren’t
Whenever markets move drastically and the media is promoting fear, it is best for investors to take a step back and ask themselves a few...

Brock Williamson, CFP®
Aug 17, 20192 min read


My Thoughts on the Yield Curve
Many are speculating about a potential recession because of an inverted yield curve. I am not so sure. Economic activity is strong,...

Brock Williamson, CFP®
Aug 16, 20192 min read
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