Highlights of this Newsletter: LVM is celebrating its 35th anniversary in 2023! TD Ameritrade acquired by Charles Schwab Tax topics to...

Tyler and Jordan review the growth factor for our third installment of the fundamental factors of investing. The growth factor or style...

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...

Tyler and Chuck sit down to review a NAPFA (National Association of Personal Financial Advisors) conference presentation by Bob Morrison...

Tyler and Craig review the “Value Factor” for our second installment of the fundamental factors of investing. In the investment industry...