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...

The lead editorial in Thursday’s Wall Street Journal began, “A polarized but closely divided America elected a closely divided Congress...

Highlights of this Newsletter: LVM's Year End Financial Planning Checklist Estate Planning Is Lifetime Planning Check out our latest...