Blog
The Great ESG Exodus: Why $22 Billion Fled “Woke” Funds in 2025
If you still have BlackRock in your 401(k), you might want to check which bedside your savings wake up on. At end-July 2025, the market hit a jaw-dropping $22.3 billion in net redemptions from U.S.…
A Billion With a Purpose: Constitution Wealth and Its Affiliate Mark a Major Milestone
From humble beginnings rooted in America’s core values, the story of Constitution Wealth LLC is one of steadfast commitment, strategic growth, and a shared vision for patriotic financial…
Constitution Wealth 2025 Q2 Review: Healthy Finances & Healthy Life
At Constitution Wealth, we have a dedicated team of financial advisors who are focused on aligning our clients’ conservative values with their financial lives. They are a tight-knit group with shared…
Constitution Wealth 2025 Q1 Review: A Tale of Two Countries
We are all emotional creatures with a touch of what we like to think of as data-driven logic sprinkled in. But you have to admit that there are differences across the population as to the ratio of…
Trump Rescues Conservative-Values Investors? Problem solved? Not so fast…
Under the leadership of President Donald Trump, we believe significant strides have been made in reversing the insidious Diversity, Equity, and Inclusion (DEI) policies that have infiltrated our…
Constitution Wealth 2024 Q4 Review: When Stats & Facts Don’t Add Up
Our mission at Constitution Wealth is to align your conservative values with your family wealth strategies. But of course, we don’t want to do that at the expense of sound investment principles. This…
The Worst Thing An Investor With Conservative Values Can Do
A good rule of thumb in life is to never provide your adversary with additional resources they could use against you. But you may be doing just that if you are investing with the status quo…
The Conservative Business Owner: Missing Opportunities In Your 401(k)
You could say that the realization of the dream afforded to us by our founding fathers is embodied in the hard work and entrepreneurship of America’s conservative business owners. You’ve started your…
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…
