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

Client Letter October 2013

Client Letter October 2013

Perspective Amid Worst-Case Forecasts

Now that the market is some 20% higher than it was on January 1st, how many even remember the "fiscal cliff" concerns that caused the market correction last fall? Doomsday scenarios on the budget deficit erroneously analogize the fiscal condition of the entire country to the condition of a household.  They fail to recognize the country's valuable tangible and unique intangible assets, supported by an unparalleled history of innovation.  The present wave of innovation may be entering a new phase of deployment rendering current budget assumptions meaningless.

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Client Letter September 2015

Client Letter September 2015

After pronounced ups and downs in the last five months, markets surged in September. Stocks ended the quarter with a return of 6.27% and 21.45% for the year to date.

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Age My Face: Strategies to Increase Savings, Change Behavior

Age My Face: Strategies to Increase Savings, Change Behavior

Did you know that looking at a picture of yourself ten to twenty years down the road might help you to be a better saver?

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"The Investment Answer" Notes

"The Investment Answer" Notes

These are notes from the book I wish I’d written. It pretty much says it all. The path of the author, Gordon Murray, mirrors my own high-flying experience on Wall Street and subsequent epiphany about the right way for individual investors to find investment success.  

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