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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


Calm Amid Crises
When markets and headlines become concerning, as they do just about every few months, remaining calm can be difficult – but is essential...

Brock Williamson, CFP®
Nov 20, 20231 min read


Increase Your Happiness by Expressing Gratitude
Tis the season of gratitude. Thanksgiving is perhaps one of the most underappreciated holidays, but most needed. Studies have shown that...

Brock Williamson, CFP®
Nov 20, 20232 min read


Magnifying the Present
It is human nature to focus more on the present than the future, which is in line with our basic instinct of survival. We focus on the...

Brock Williamson, CFP®
Oct 17, 20232 min read


Timely Economic Perspectives
Recently the Wall Street Journal ran with a headline about “Quadruple Threats”1 to the economy. Not to be outdone, on the same day,...

Brock Williamson, CFP®
Oct 17, 20232 min read


Timing the Market
Why is it that many investors feel the urge to time the stock market? Since 1950, stocks have been in a bull market 83% of the time –...

Brock Williamson, CFP®
Sep 13, 20232 min read


ABC’s of Successful Investing
As the kids go back to school, it is a good time to review the ABCs of successful investing. A – Adjust Your Expectations Expect that...

Brock Williamson, CFP®
Sep 6, 20231 min read


Recent Investment Advice from Warren Buffett
Investing may be simple in principle, but it isn’t easy in practice. Markets and economies are fraught with uncertainty, constantly...

Brock Williamson, CFP®
Jun 30, 20232 min read
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