Blog
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,…
Constitution Wealth’s Core Values
Here at Constitution Wealth, we believe we are nothing without a strong foundation of Core Values. Here are ours: Our first Core Value here at Constitution Wealth comes from The Bible. The Bible…
Progressive ESG vs Conservative ESG
The differences between the types of ESG and the difference areas they encompass. Progressive ESG Conservative ESG EnvironmentEnvironment - Global Warming / cooling / climate…
How to Execute on Values Driven Investing
Assuming that you have decided to make values-driven investing part of your investment process, how do you actually do it? There are four main methods that we’ll discuss here. 1. Do it yourself. 2.…
Why Investing is like Panning for Gold
One way to find gold is to pan for it. You take the silt and sand from the bottom of a river, usually up in the mountains where gold seems are exposed, and you scoop it up in a pan. Then you swirl…
The Woke Corporate Response to Roe
There was a time when business stuck to business. That is, they focused on the needs of their customers and would never dare tackle a controversial topic for fear that they would alienate large…
