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Emotional Wealth is a monthly Blog written by Wealth Advisor, Lon W. Broske, CFS®, CFP®. Using the current most relevant financial climate and topics Lon is able to give his opinion on what is really going on with your finances. Topics include, stock market performance, retirement savings, current events and how they impact financial climate, general financial education and tips, and much more!

Monday, August 22, 2022

I’ve always been this way; I just can’t help myself.  I’ve always had questions pertaining to the status quo.  It started in grade school, and continues to this day in my financial planning career. ...

Tuesday, June 14, 2022

Father’s Day is a special time for so many of us.  It’s a time to reflect on the meaning of that one special person you've had in your life, who had a big influence on the person you’ve become.  Throughout...

Monday, May 23, 2022

Thursday, May 12, 2022

Wednesday, May 4, 2022

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Tuesday, April 26, 2022

Monday, March 28, 2022

Tuesday, March 8, 2022

Thursday, January 20, 2022

Monday, January 10, 2022

Tuesday, December 21, 2021

Monday, December 20, 2021

Monday, December 13, 2021

Monday, December 6, 2021

Monday, December 6, 2021

Monday, November 29, 2021

At the White House on Monday November 15th, President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years.1 Like it, love it, or hate it. It's now law....

Wednesday, November 17, 2021

Bla Bala Balslskalla

Wednesday, November 17, 2021

One of the more important buzzwords this year has been "Supply-Chain". If you weren't familiar with that concept before 2021, I'm sure that you are now. The state of the global supply chain remains in focus for both Wall Street and...

Wednesday, November 10, 2021

"Inflation is transitory" If I hear that regurgitated one more time, I'm going to lose my lunch, right here in my office. What exactly is transitory mean anyway? Of course, specificity has never been a politician's strong suit. While,...

Monday, November 8, 2021

It's that time of the year again! On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest...

Thursday, November 4, 2021

As the most recent elections finish up, there is a renewed focus from the Biden administration to push through his Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. One of the...

Monday, November 1, 2021

In my own small way, I’m always thinking about how our message to our clients can be timely, relevant, and relatable. I’ve struggled for years, often having “writer’s block” as to what message these...

Tuesday, September 28, 2021

It's quickly become this year's buzzword, investors everywhere are talking about it, and it's not hard to miss: What is it you ask? Inflation. As the economy continues to recover from the effects of the pandemic over the past year,...

Tuesday, September 14, 2021

"The only thing we have to fear is fear itself" - Franklin D. Roosevelt, from his 1933 inaugural address. I love that quote, it was quite a proclamation in 1933, and it can certainly be helpful for today's investors. Just look back at...

Wednesday, July 28, 2021

Investors have turned their attentions to the most important season on the calendar, and unlike most seasons that come only once a year, this season I'm talking about come four times a year. Yes, that's right the corporate earnings...

Wednesday, July 28, 2021

On July 6, oil prices reached a six-year high of $76.98 a barrel. This benchmark came as the Organization of the Petroleum Exporting Countries (OPEC) and allies failed to reach an agreement regarding an increase in production.1This...

Thursday, May 13, 2021

Who else thinks that the world has gone stark raving mad? I think we can all agree that the last 18-months has made for one epic chapter in the book of history. I mean we’ve experienced a pandemic, continuing social...

Thursday, April 15, 2021

While 2020 certainly was one of the most challenging years of recent memory, it simply doesn’t hold a candle to 1968.

Thursday, April 1, 2021

Start investing, and keep investing. No matter the state of the economy, equity markets, bond markets, or what political consternations are happening around you. Every contribution you make, you’re taking another bite! Just keep putting

Monday, March 1, 2021

A quick question for you: When it comes to your own investments, and the psychology of owning those investments, are you like the Hare or the Tortoise?

Tuesday, February 2, 2021

As I enter my 28th year of advising clients and for which I’ve spent the greater part of the last 15 years writing commentaries for clients, that my suspicions about the mainstream media has finally been proven correct.

Monday, February 1, 2021

A Year of Lessons I think that we all can agree that 2020 had its share of challenges. No matter the person, nor the circumstance, we may not have all been in the same boat, but we certainly were in the same storm. The gambit of the...

Wednesday, December 30, 2020

The Great Unknown in Retirement We plan. That’s what our firm does. We plan for our client’s future financial goals. We ensure that every “i” gets dotted, and every “t”, gets crossed. We plan...

Thursday, November 5, 2020

An Investment Cycle has to Cycle . . .I had recently sat in on a conference call, where we discussed the current status of the COVID pandemic, and during the presentation, something caught my ears, and triggered my inspiration for this...

Tuesday, October 13, 2020

The ongoing COVID-19 pandemic has kept countless people working from home for months now. Many have been wondering whether they should consider claiming the home office deduction on taxes next year so we thought we’d pass along...

Friday, October 2, 2020

the psychology of being a long-term investor by digging deeper into confirmation bias. Confirmation bias as become so prevalent in today’s highly charged political climate, that the long-term, patient goal driven investor may ignore ...

Thursday, September 3, 2020

In this edition of Emotional Wealth, we discuss the importance of hope and love in these difficult times. We also discuss how far we've come as a society, in a relatively short period of time by historical standards, and that having hope...

Monday, August 3, 2020

A byproduct of panic is to re-evaluate how much risk you are taking, and how much “safety” you should have in our own investment strategies. You can’t avoid the conversation around “safety” because it surrounds the investor and here's why.

Wednesday, July 1, 2020

Enjoy the Journey . . . The world is lost, or so I keep hearing. It seems by all appearances that a great many people are troubled by today’s headlines and happenings. COVID-19, social injustice, the movement to unlink the past...

Friday, June 5, 2020

Let me first begin this little diatribe by thanking my clients, and expressing my sincerest appreciations of their continued trust and confidence. These times are not easy, and the long-term, goal-focused, planning-driven investor is under

Wednesday, April 1, 2020

As I sit to write out my thoughts during this most calamitous of equity markets, I can’t help but think of that common office staple: The Rubber Band. The rubber band is complex in its chemical makeup. Technically speaking rubber...

Wednesday, March 4, 2020

What is normal? Of course, I’m not referring to the small town located in the middle of Illinois where the campus of Illinois State University resides, and where you’re bound to notice the “Welcome to Normal”...