Blog
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…
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…
