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Video Category: Market Insights

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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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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Additional Articles

Lights Out

“What we learn from history is that people don’t learn from history.” ~Warren Buffett   Good Morning, Don’t mind me – that noise you hear in the background is me…

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Happy Thanksgiving to You and Yours

It is that wonderful time of year – a time for family and friends.   We send our very best wishes to you and yours for the highest of blessings this…

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It’s All Around Us

“Those who are not grateful soon begin to complain of everything.”

Thomas Merton

Good Morning.

Once again, sending along heartfelt wishes to you and yours for the very best of blessings on this Thanksgiving Holiday.  God knows, we all deserve it given the last nearly 24 months of confusion.  We send our best to you and again thank you for the opportunity to be of service.

Know that as 2022 beckons, we will work consistently for your interests.  We are grateful for the opportunity – and as always, patience will be the toughest part of the game as we let what is unfolding all around us continue to expand the horizon ahead.

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Happy Holiday Week!

“The investor’s chief problem, and even his worst enemy, is likely to be himself”

~Benjamin Graham

Good Morning!

Before we start into the boring stuff, we want to send our heartfelt wishes to you and yours for the most blessed and enjoyable Holiday Season.  Kicking off this week with Thanksgiving, we want to give thanks to you – as always – for the opportunity to be of service to you.  We are always extremely grateful and enjoy this time of year because we get to tell you that again LOL.

Have a fantastic week with Family and Friends!

And now…to the boring stuff

I know it’s boring because we keep having to tell how records are being set.  Yes, there will be a pause in here somewhere.  Yes, there will be a short window in the pathway ahead where you will swear market investments stink.  It will all be a required part of the pathway that is laid out in front of us all.  Like it or not, our economy is going to running at full tilt for an awfully long time.

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Fever Breaking?

“The stock market is designed to transfer money from the active to the patient.”

~Warren Buffett

Good Morning,

Closing out the Q3 earnings season has become a bit boring in its coverage.  My sense of things?  The media could find few monsters in a string of reports that consistently beat estimates, even as the “inflation war” rages on.  I suppose they realized the “scary stuff” needed to come from somewhere else, hence – yet another record-setting earnings season is quietly put to rest.

Expect more records – with a pause here and there along the way.

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Our Thanks

How do you say thanks for the things they have done? What words would sufficiently honor their bravery and sacrifice? What letter could we write to thank them for stepping…

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