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Timely views and timeless advice on investing and planning from Thompson Wealth Management, Ltd.

The Conventional Investors Guide to Bitcoin

The Conventional Investors Guide to Bitcoin

Is the currency worth owning?

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Client Letter March 2021

Client Letter March 2021

Watch Out What You Wish For; The Last Shall be First?

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Client Letter February 2021

Client Letter February 2021

TWM News and Updates

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Client Letter January 2021

Client Letter January 2021
Suos Cultores Sciencia Coronat (Knowledge Crowns Those Who Seek Her)
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Client Letter December 2020

Client Letter December 2020
The Child is Father to the Man
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Client Letter November 2020

Client Letter November 2020

Market Update - for November

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Client Letter October 2020

Client Letter October 2020
The Election and the Stock Market
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Client Letter September 2020

Client Letter September 2020
How can investors be Right but Wrong?
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Client Letter August 2020

Client Letter August 2020

“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” --Benjamin Graham 

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Client Letter July 2020

Client Letter July 2020
Insufficient Facts Always Invite Danger
Spock, Star Trek, S1, Ep24
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Client Letter June 2020

Client Letter June 2020

I'll Have What the Market is Having 

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Client Letter May 2020

Client Letter May 2020
Sleeping …with one eye open
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Client Letter April 2020

Client Letter April 2020

Coronacrisis

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Client Letter March 2020

Client Letter March 2020
Sober Optimism
Yesterday all my troubles seemed so far away…
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Client Letter February 2020

Client Letter February 2020

Secure Act

Annual Retirement Savings and tax "Cheat Sheet" for 2020

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Client Letter January 2020

Client Letter January 2020
In Spite of Healthy Returns, 2019 Wasn’t Easy
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Elections Matter, but not so much to your investments

Elections Matter, but not so much to your investments
Election years can be fraught with uncertainty as developments
surrounding the candidates, their platforms, and their predicted effects
on the economy and markets dominate the news. But should you let
this stream of political information influence how you and your advisor
manage your investment portfolio? Read more
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Financial Planning Insights

Financial Planning Insights

Is Refinancing the Right Solution?  Read Article

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The Impact of Rebalancing on Risk, Returns and Recovery

The Impact of Rebalancing on Risk, Returns and Recovery

Below are two studies, conducted by Morningstar and Innovest Portfolio Solutions, which demonstrate how periodically rebalancing your portfolio can reduce downside risk, shorten the recovery time following a market downturn, and enhance return potential compared to never rebalancing.  Read full article

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A simple formula for making dreams come true.

A simple formula for making dreams come true.

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