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Why Your Insurance Premiums Are Skyrocketing

July 15, 2024

Most of you have opened an email or snail mail this year from your insurance company regarding a renewal and […]

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June 2024 Berkshire Hathaway Shareholders Meeting

June 27, 2024

Another year, another wildly popular Berkshire Hathaway annual meeting. For many investors, it’s a pilgrimage – a chance to glean […]

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Americans are Betting on Sports and Stocks in Record Numbers

April 8, 2024

Despite nearly 62% of Americans living paycheck to paycheck, a record 68 million Americans found a way to bet on […]

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Decoding the S&P 500: Why High Concentration Could Mean Lower Returns

March 25, 2024

When you think of the S&P 500 Index, you probably think of a diversified index of the best, or at […]

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The Watchman Group Wins Top Wealth Managers for 2023

March 15, 2024

Exciting News! The Watchman Group is thrilled to announce that we were named one of the “2023 Top Wealth Management […]

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2023 Q4 Investment Commentary

February 9, 2024

2023 Defies Predictions 2023 began the year with most economists predicting the economy would fall into a recession and the […]

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Tax Saving Strategy for Business Owners

January 8, 2024

Key Takeaways: You can save a lot in taxes by strategically planning charitable contributions before selling your business, resulting in […]

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2023 Q3 Investment Commentary

December 19, 2023

Several trends changed course in the third quarter as both stocks and bonds fell a er rising in the first […]

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Unraveling the Stocks vs. Bonds Debate

October 11, 2023

Tax Efficiency and Investment Gains: Unraveling the Stocks vs. Bonds Debate Key takeaways: Equity Risk Premium: The equity risk premium, […]

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Generational Views on Financial Security: Survey Unveils Varied Perspectives

September 20, 2023

Bankrate.com recently shared the results of a survey they conducted and the results drew our attention. When asked, “What annual […]

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Debt Downgrade Explained

August 30, 2023

On August 1st, the credit rating agency Fitch downgraded the sovereign debt of the United States from AAA to AA+. […]

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Quarterly Investment Letter – Q2 2023

August 8, 2023

It is remarkable how consistent total returns have been for the U.S. stock market over the long term. For the […]

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