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!
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...Read More
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...Read More
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...Read More
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 ...Read More
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 underRead More
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...Read More