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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!

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...

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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