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Acting Like an Investor
Many investors today unknowingly act like speculators. How do I know this? Because they are more concerned and influenced by short-term...

Brock Williamson, CFP®
Apr 12, 20232 min read


Banking Problems and Opportunities
Considering recent events, it seems appropriate to reiterate my advice on the topic of banking, cash management and having an adequate...

Brock Williamson, CFP®
Mar 13, 20234 min read


When Less Can Give You More
We are generally in the pursuit of more. More income, more recognition, more opportunities, more happiness etc... Because “more” often...

Brock Williamson, CFP®
Mar 3, 20232 min read


Climbing the Wall of Worry
Climbing the wall of worry is the tendency for markets to rise despite always have something to worry about. And 2023 is no exception....

Brock Williamson, CFP®
Feb 7, 20232 min read


Pragmatic Perspectives
Year-to-date, the stock market is down 20-25%. Bonds are down 15% and the supposed inflation-fighting asset class of gold is down 10%....

Brock Williamson, CFP®
Nov 4, 20222 min read


The Upside of Bear Markets
Bear markets, like large grizzly bears, are often associated with fear and running for safety. These feelings are often exacerbated by...

Brock Williamson, CFP®
Sep 14, 20221 min read


If Money Doesn’t Buy Happiness, What Does?
For centuries mankind has been searching for happiness. Regardless of culture, social status, or beliefs it seems that we are all...

Brock Williamson, CFP®
Sep 14, 20222 min read


Trusting Your Investment Decisions
Sometimes investing is easy, sometimes it is more difficult (like the start of 2022). The last decade, except for a handful of temporary...

Brock Williamson, CFP®
Jul 21, 20222 min read


2022 Mid-Year Review
It has been over 12 years since the market and economy have faced significant challenges. During this time, investors have benefitted...

Brock Williamson, CFP®
Jul 21, 20223 min read


Surviving Volatility
When volatility increases, many investors become uncomfortable and may consider making changes to their investments. Anytime we have a...

Brock Williamson, CFP®
Jun 9, 20221 min read


The Power of Remembering
Memorial Day is a time of remembering, reflecting, and honoring those who gave the ultimate sacrifice for the freedoms we enjoy today....

Brock Williamson, CFP®
Jun 9, 20222 min read


Crises in Context
One thing investors can count on is that they will hear numerous reports economic and market crises throughout their investment...

Brock Williamson, CFP®
May 13, 20221 min read


Critical Thinking for Investors
The ability to think clearly and draw correct conclusions is necessary in everyday life, especially when it comes to making important...

Brock Williamson, CFP®
May 13, 20222 min read


A Dependable Forecast for 2022
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 27, 20222 min read


Two Investment Lessons From 2021
Just about every year the stock market teaches us important lessons that we can learn and apply to become better investors. 2021 was no...

Brock Williamson, CFP®
Jan 27, 20222 min read


Year End Update
The last time I shared my thoughts on the market and economy with you was on July 5, 2021. It is funny how a lot has happened since then,...

Brock Williamson, CFP®
Dec 14, 20213 min read


The Wisdom of Ignorance
It may seem like a misnomer to discuss the wisdom of being ignorant. Ignorance, defined as a lack of knowledge or information, is not...

Brock Williamson, CFP®
Nov 10, 20212 min read


Increasing Inflation
Recent data has shown that inflation is alive and well. However, the extent to which inflation will subsist, both in terms of severity...

Brock Williamson, CFP®
Nov 10, 20212 min read



Brock Williamson, CFP®
Oct 5, 20210 min read


Climbing a Wall of Worry
It is often said that stock markets climb a wall of worry. This makes sense since historically the market has gone up and there always...

Brock Williamson, CFP®
Oct 5, 20212 min read
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