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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
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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
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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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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...
Dec 1, 20223 min read
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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...
Nov 22, 20221 min read
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