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The views expressed in this commentary are the author’s own. Information contained herein does not involve the rendering of personalized investment advice but is limited to the dissemination of general information. A professional adviser should be consulted before implementing any of the strategies or options presented. Nothing contained in these Blog postings should be considered an offer to sell or a solicitation to deal in a specific security or investment. These Blogs are opinion and for information only and readers should have sufficient knowledge and experience to understand and make their own evaluation of the information included herein, including the risks associated with investing. All investing involves risk including the possible loss of principal.

A Veteran’s Message

As a veteran, I look back at my time in the military and know that the experience was different than some organizations I’ve been involved with in civilian life but what does the difference boil down…

Constitution Wealth 2024 Q3 Review: Waiting on a President

Looks like you’re a little stuck not doing anything. What are you up to?” “Well, I’m just waiting on a friend…” That tends to be the state of mind for many folks that are trying to make investment…

Your Old 401k Can Help Defend Freedom!

If you’re like most people… You pay very little attention to your 401k… And probably even less attention to the 401ks you still have at your prior employers. First the bad news.…

Constitution Wealth 2024 Q2 Review: When Loved Ones Pass

At Constitution Wealth, our experienced financial advisors work with families and business owners for holistic financial advice and investment planning, but we don’t stop there. Integrated within our…

Texas Takes a Stand: Why All Conservative Investors Should Consider Ditching BlackRock

In a bold move, the mighty state of Texas has fired BlackRock, the world’s largest asset manager, from its investment portfolio. The decision came as a result of the company’s…

The Constitution Wealth Quarterly Report 2024 Q1 Review: Missing Out On A Feeling

After periods of robust stock market performance, many investors feel like they might want to reduce their risk or exposure to stocks as they foresee an inevitable downturn right around the corner.…

Navigating Legal Challenges: How DEI Initiatives Pose Risks for Investors

In the pursuit of fostering diversity, equity, and inclusion (DEI) within the corporate landscape, companies are treading a delicate legal path. As investors, it’s crucial to explore how DEI…

Elon Musk’s Bold Stand Against Wokeness at Disney: A Candid Interview Sparks Controversy

In the ongoing battle against what he perceives as the stifling effects of wokeness, Elon Musk has once again taken the spotlight by making a daring statement in a recent interview. This time, Musk…

Navigating Your Financial Journey: One Advisor or Many?

Embarking on a journey toward financial security and prosperity is a significant step that requires careful planning, expert guidance, and informed decision-making. One of the most crucial choices…

Unveiling “America’s Most Woke Companies” Investment Strategy: Investing with a Conscience

In the world of conscious investing, where financial decisions are driven by ethical considerations, “America’s Most Woke Companies” strategy has emerged as a compelling approach for…

Is Aligning Your Investment Portfolio with Your Conservative Investment Values Worth It?

In an era where personal values are increasingly influencing our choices, aligning investment portfolios with our patriotic values has become a significant consideration. However, some folks may…

Harnessing the Power of Three Votes: Ballot Box, Wallet, and Investments in the Culture War

In a democratic setting like the United States, the power to mold the future of the nation lies in the hands of its citizens. Exercising this power goes beyond traditional voting. It includes…

How Working with a CFP Professional or Wealth Manager is Like Using a General Contractor

The Role of a Certified Financial Planner Much like a general contractor, a CFP professional isn’t a specialist in every specific area but possesses a deep understanding of the larger…

Building an Ideal Conservative Investment Portfolio: A Comprehensive Approach

Investing in the right portfolio is crucial for long-term financial success. It requires careful consideration of various factors, including diversification, factor exposures, bond quality and…

Who’s Managing your Shareholder Vote?

Did you know that when you buy a share of stock, it comes with a vote? You can show up at shareholder meetings and vote (even speak to management), or you can use an easier method called a proxy…

Should I Invest in Gold?

Gold, all the Risk of Stocks with the Potential Return of Bonds. Because many of our new clients come from radio ads, they are constantly bombarded with messages from companies who sell gold…

Defund Woke Corporations Today!

Divesting from “woke” corporations means making a conscious choice to not invest in companies that have a left-leaning agenda or to promote progressive social causes. Some patriotic…

The Secret Sauce of Financial Advice

Many people view personal financial planning as simply a means to an end: the end being a comfortable retirement or a large investment portfolio. While there is some truth in the above statement,…

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