Blog
2024 Market Update: Strong Growth Amid Uncertainty
It has been quite an eventful two years. In October 2022, we wrote to you during a bear market in […]
Bond Buffer: Building Balance in Bear Markets
We often remind investors of the importance of maintaining a consistent asset allocation. Maintaining this balance between different asset classes—such […]
Inherited IRAs – Clear as Mud
A couple of months ago, the IRS released its final regulations on Required Minimum Distributions (RMDs) for retirement accounts like […]
Is The National Debt Reaching A Danger Zone?
The national debt recently surpassed $35 trillion. Should we be worried? Contrary to common wisdom, the short answer is…not as […]
Market Insights: Navigating AI Trends, Federal Policies, and Economic Shifts
Investment Portfolio Overview: Q2 2024 The two areas that captivated the attention of the financial markets this quarter were AI […]
The Future of Social Security: Protecting Your Retirement
Social Security has been a cornerstone of financial security for millions of Americans since its inception. It provides a critical […]
Why Your Insurance Premiums Are Skyrocketing
Most of you have opened an email or snail mail this year from your insurance company regarding a renewal and […]
June 2024 Berkshire Hathaway Shareholders Meeting
Another year, another wildly popular Berkshire Hathaway annual meeting. For many investors, it’s a pilgrimage – a chance to glean […]
Americans are Betting on Sports and Stocks in Record Numbers
Despite nearly 62% of Americans living paycheck to paycheck, a record 68 million Americans found a way to bet on […]
Decoding the S&P 500: Why High Concentration Could Mean Lower Returns
When you think of the S&P 500 Index, you probably think of a diversified index of the best, or at […]
The Watchman Group Wins Top Wealth Managers for 2023
Exciting News! The Watchman Group is thrilled to announce that we were named one of the “2023 Top Wealth Management […]
2023 Q4 Investment Commentary
2023 Defies Predictions 2023 began the year with most economists predicting the economy would fall into a recession and the […]