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Jan 10, 20234 min read
2022--An Historic Year!
2022 will go down as one of the worst years on record for the capital markets. The S&P 500 stock index fell 19.6% and the NASDAQ stock...
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Jan 8, 20233 min read
January Quarterly Newsletter - 2023
Highlights of this Newsletter: LVM is celebrating its 35th anniversary in 2023! TD Ameritrade acquired by Charles Schwab Tax topics to...
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Jan 6, 20231 min read
Fundamental Factors of Investing Part 3: What is the Growth Factor?
Tyler and Jordan review the growth factor for our third installment of the fundamental factors of investing. The growth factor or style...
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Dec 1, 20223 min read
Markets Rebound on Slowing Inflation
Capital markets continued their rebound after a strong October with the S&P 500 returning 5.6% after an 8% return in October. The S&P 500...
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Nov 22, 20221 min read
Estate Planning Mistakes to Avoid
Tyler and Chuck sit down to review a NAPFA (National Association of Personal Financial Advisors) conference presentation by Bob Morrison...
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