Truvestments

Videos


Our industry-leading video library is designed to keep our clients on the leading edge of the dynamic changes as they unfold. The U.S. economy is heading for a destination that will surprise the investing audience, but armed with our demographic research, our clients see the path unfolding long before it becomes widely known. Learn about Demogronomics and The Barbell Economy in this video collection created by our four-time Emmy-Award winning producer.

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The New Economy

While most of the investing crowd is mired in the noise of the public stream-of-consciousness in these strange times, they are missing the huge underlying factors that will define our…

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The First Generation of Wealth

See how the Baby Boomers changed the economy, and what to expect as the even larger Generation Y begins to flex its muscles in today’s technological word.

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Understanding Demogronomics

The key to understanding how populations move through the system, and the unprecedented opportunity presented by The Barbell Economy.

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Be a Part of the Story

Our partners have the option of being included in our powerful, market-leading videos. Your shoot will be directed by our 4-time Emmy-Award winning producer. Part of our white-glove service that…

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Buyer or Seller

For our CPA partners, this is an important question as the national landscape changes rapidly, following the ever-shifting demographic trends.

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What We Do for Advisors

TruVestments was built to be the ultimate support system for advisors in every realm of the financial world.

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What We Do for CPAs

Technology is changing rapidly. See why our CPA partners come to us to solve all of their financial services needs for their clients.

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What Our Partners Say About Us

Understand the powerful educational process we provide for clients, told through testimonials from our Advisor and CPA partners across the country.

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The Five Most Expensive Words

In his four decades in the business, Mike has encountered these five words over and over. They represent the poison of conventional wisdom that costs investors untold millions.

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How the News Gets Confused

There’s no question the media machine can cause problems for the investing public. While it’s easy to be cynical about this, a closer look shows the disconnect between the news…

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Answered Prayer

People often ask us why Mike’s Morning Note contains the line “Pray for a Correction.” Here’s why.

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Unpack the Headline

How can just 11 words and a mere 4 numbers be so misleading? Every day financial sites release stories that shape the minds of the investing audience. Watch as Mike…

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Learn how Truvestments’ Concierge Services can help you achieve your success.

Let’s set a complimentary Zoom call to review how these insights can prepare you and yours for  the significant changes ahead. We will provide our guidance to assist you in making well informed decisions to help you achieve success. 

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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.