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It’s not about what’s now… it’s about what’s next.


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Help your clients become vastly more comfortable with events in the world. 

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It’s not about what’s now… it’s about what’s next.


People Make Markets®

Our CPA Partners build a more valuable and dynamic legacy for themselves, their practices and their clients.

We help you focus on “what’s next.”

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It’s not about what’s now… it’s about what’s next.


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Our clients gain peace of mind through our high-level concierge service.

At Truvestments we work to meet every client’s needs through a well-structured process and timeline. We spend a great deal of time getting to know you while also allowing you to get to know us.

We have found the most successful conclusions are started from a foundation of common perspectives and matching outlooks.

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Understanding Demogronomics

A rare wealth management savant with a dual sense of humor and humility, Mike Williams epitomizes Warren Buffett’s tenet of turning complex concepts into digestible truths.

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Mr. Ed Emerson
Editor & Managing Director, HNW Magazine

A rare wealth management savant with a dual sense of humor and humility, Mike Williams epitomizes Warren Buffett’s tenet of turning complex concepts into digestible truths.

The US-based Genesis Asset Management and Demogronomics founder and managing director is a candid market commentator who enchants business leaders and high net worth individuals the world over with his “five most dangerous words”, warnings about buying into the media’s “red ink” and enduring contrarian perspective that lifts you up with one hand, and offers you an emotional pack of Tums with the other. And like many of the world’s top advisers, one of his greatest assets is his refusal to acknowledge his own strength. Ignore his insights at your peril.


Mr. Ed Emerson

Editor & Managing Director, HNW Magazine

We were lucky to come across Mike Williams’ research back in 1998 , in our search for contrarian investment views. His knowledge, passion and flawless communication skills area a favorite of those lucky enough to have heard him speak , and his regular written views are appreciated by investors and clients looking for guidance.

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Mr. Alan Steel
Alan Steel Asset Management

We at Alan Steel Asset Management in Scotland ( Independent Financial Advisors ) were lucky to come across Mike Williams’ research back in 1998 , in our search for contrarian investment views. Since then we have had Mike over to Scotland and London a few times over the years to present to clients, business, and media contacts.

Such is his knowledge, passion and flawless communication skills he is a favorite of those lucky enough to have heard him speak , and his regular written views are appreciated by investors and clients looking for guidance as antidotes to the constant negatives we hear too much of nowadays. Perhaps that’s why we are often asked when he’s coming over again.

And I’m lucky enough now to have him as a friend too.


Mr. Alan Steel

Alan Steel Asset Management

I became aware of Mike’s research back in 1998, during his first BARRON’s interview, where just about all of his projections came to pass in the markets.

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Dr. Ed Yardeni
Founder, Yardeni Research

I became aware of Mike’s research back in 1998, during his first BARRON’s interview, where just about all of his projections came to pass in the markets.

Then, I saw the value of his research again in late 1999, in an institutional piece we receive weekly at the bank. Again, his data proved to be very valuable to the investor in preparing them for important upcoming trends. He has consistently kept our readers ahead of the pitfalls and aware of upcoming sector changes.


Dr. Ed Yardeni

Founder, Yardeni Research

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Truvestments Insights

The Morning Note

An overview on thoughts and lessons we have gleaned from 30+ years of helping clients from all over the globe meet their wealth-building goals.

Guess Who Isn’t Selling?

“Remember that the stock market is manic-depressive.”

~ Warren Buffett

Good Morning,

It is very easy to forget the opening quote today during stressful, and short-term, disconnections in pricing and value perceived in markets. 

As often noted, there is no more powerful force than an emotional twitch which then triggers a domino effect and a series of reactions.  

This latest frenzy erupted from Fed minutes that were already three weeks old, further indicating the emotion-triggering nature of the selling and re-entry into the all-too-boring trade range, noted often now.  It also highlights the “altitude-sickness” we often reference.

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Emotional Battle Zone

Good Morning,

Well, sadly the extreme churn we had noted as the year ended for potential set-up for the earnings season launch for Q4 has been unfolding.

These near-term events are creating the trade range revisits, internal lashings, extreme weak hand liquidation and all the lower lows in sentiment that long-term investors want to see for the next foundation buildout – and the next trek up a very long mountain of growth ahead.

Before you read further, I caught this old quote over the weekend from Mr. James Grant who interviewed me years ago – it is about emotions – and their strength to literally blind the investor audience:

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Panic Attack #72

“Just because the tide is out, doesn’t mean there is

less water in the ocean.” – Seth Godin

Good Morning,

It is said, “the enemy comes like a roaring lion”, mocking our fears, stirring our emotions and causing stress.  As the markets launched through the Santa rally just days ago, all of that has been replaced and reversed due to something that markets have known for weeks.

Another Panic Attack…

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Chants Getting Louder

“Never confuse activity and emotional noise with accomplishment….”

Good Morning,

Santa has left the building.

Ok, I am kidding (seriously) but I wanted to break the ice after that long line of trucks ran over the markets yesterday.  Trying to keep the mood light if possible.

Do keep this in mind as I will cover below:  The “reaction” to the Fed minutes is from a meeting three weeks ago – on which day the markets rallied for the same reasons.  This will be important to recall as we work through the normal “I better take my profits before the bear market starts” January 2022 issue.

I recall something my fried Kevin Nash said one time as he peered into the cameras while winning one of his WWE Championship belts.  Just after driving his opponent into the mat, he noted eloquently, “That’s going to leave a mark.”

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Step Forward in Faith

“Wherever something good is trying to happen, something bad is trying to stop it.

The good news is we get to choose which voice we listen to in the process…”

Good Morning,

First, we hope this Holiday Season has been – and will continue to be – a blessed, safe, healthy and joyous one for you and yours.  I have purposely tried not to pepper you with morning notes for the last week or so in order to not interrupt the fun. LOL

Know this:  our best years are ahead!

…and we wish you the best Blessings of the New Year just ahead.

As always, we will be here to serve you and guide along the pathway ahead with grateful hearts for the opportunity to be of value to you.

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The Aftermath?

Good Afternoon,

This is going to sound off to some – maybe – but I can always tell when the crowd is getting too close to the flame so to speak.  The noise picks up.  The “experts” shout even louder. The complex scenarios being hurtled about become more “assured” and set in stone as the fear rises everywhere – even for the professionals.

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Missing The Big Stuff

Good Afternoon,

Hoping all the blessings of the Holidays are setting in for you and yours.

It will get pretty lazy over the next few days as the Holiday Haze washes over the landscape ahead.

Just a few things to keep in the back of your mind as markets chop through the Omicron, boosters, game shutdowns, school closings, mask on, mask off – and ugly politics – phase we are trekking through:

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The End of The World

“Widespread fear is your friend as an investor, because it serves up bargain purchases.”

~ Warren Buffett

Good Morning,

In the middle of all the ridiculous levels of chatter about what you should fear next, the roller-coaster ride of the last few weeks has been a doozy.   Most assuredly the experts cannot seem to agree on whether we should fear debt, the Fed, Omicron, Delta, China, Russia, interest rates or supply chains but they are nearly in complete agreement on this:

It’s the end of the world – again – and you are supposed to be terrified.

As any long-time reader knows, I cannot stand watching values dwindle in the near-term during required windows like this in markets.  I hate it more than you know.  But I have also learned this – when I feel this thing in my gut, I use it as my best contrary indicator.

Given so much rises and falls on the sentiment and psychology of the times, it is VITAL that we understand what is collectively unfolding around us – even as the generational demographic forces are surging across the board.

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Something to Consider

“You will find only what you bring in…”

~ Yoda

Good Morning.

Ah yes, Inflation.  It is here to stay, to destroy our world, to end all the good things, to wipe out the horizon ahead, to tarnish the rest of our lives – forever.  Besides all of the ridiculous items being expressed by new experts in the press, it is somewhat comical that just a few quarters ago, these same experts howled at the moon about how the Fed was utterly failing at keeping us from the deflationary pressures no one wanted.  The audience is like children screaming for a new toy as soon as they get bored.

But all the “toys” they want to focus on have a common theme:  they are bad outcomes, dark shadows in the mist and scary thoughts about the future.  Imagine for a moment that we are at the highest levels of so many areas in life which are good – never before seen benefits mind you – and yet…fear, angst, new monster aplenty and dire outlooks.  Like a dark cloud, they seem to follow us all around, if we pay attention to the wrong elements.

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      Learn more about the Morning Note

      The purpose behind our “Morning Note” is different than typical newsletters.

      We don’t get lost in Wall Street jargon. Why? After nearly 40 years, we can tell you that “jargon” is what causes most of the mistakes investors make over time.

      The Morning Note helps our clients see through the constant fog driven by the media process. That process focuses on things which will – and are often intended – to scare you. If you are not scared, you won’t pay attention to what they say; if you don’t pay attention to what they say, they lose ad revenue. Simply put: it’s a business model – not news.

      Instead we focus on what we like to call “bread crumbs” along your pathway to your goals. You are your own “index” – not the S&P 500. Your goals, your interests and you and your families staying on your course. That requires a vastly more productive viewpoint. It requires we stand tall in the storms. It requires we remain patient and disciplined, while focusing on the long-term horizon ahead. The “bread crumbs” are designed to deliver your most valuable outcome – staying on your course. Many battles, setbacks and disasters await. Always have – always will.

      The theme of the Morning Note will allow one to always recognize this over-rising fact: When we started in this business, the DOW hovered at 950. It is well above that today. And – most important – every single thing we have been taught to be terrified of – has already unfolded, all while our country built unprecedented wealth. So one has two choices – fear today or be confident of tomorrow. The history of the United States is clear. We overcome, we build, we learn, we expand, we succeed, we lead. Sure, we mess it up at times – but know this: the data is clear that our best years are dead ahead.