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2023 - Starting Strong
The S&P 500 stock market index has risen 14% from the October lows with every sector showing positive returns over that time period....
Feb 3, 20232 min read
SECURE Act 2.0 - New Bill Overview
Tyler and Chuck discuss the recently passed SECURE 2.0 Act by congress and some of its benefits for retirement savers. Some key takeaways...
Jan 25, 20233 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...
Jan 10, 20234 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...
Jan 8, 20233 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...
Jan 6, 20231 min read
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