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Welcome to our blog!

Expect us to keep you posted on our market thoughts and worldwide view of how to best capitalize for your wealth management.

Thanks for joining us!!! 

Thursday, May 14, 2026

Friendly reminder that just because indices are trading at all-time highs does not mean that they are overpriced, expensive or any other click bait headlines. Statistically, the market trades nearly 80+% of the time within or at...

Monday, May 11, 2026

Mother's Day is an opportunity to honor all those who embody the spirit of motherhood in our lives. Moms enhance our world with their love, guidance, and unwavering support. It's the perfect time to let the mothers in your life know...

Thursday, May 7, 2026

S&P 500 earnings 1Q season (as of early May 2026, with ~63% of companies reporting): Key Highlights• Beat Rate: 84% of reporting companies beat EPS estimates (above 5-year avg. of 78% and 10-year avg. of 76%). • Revenue Beat Rate: 81%...

Wednesday, April 29, 2026

“April rains bring May flowers” was my grandfather’s favorite phrase of early spring. It reflects a period of short-term discomfort or volatility that ultimately sets the stage for growth. We’ve all been there and dealt with life’s...

Tuesday, April 21, 2026

“Don’t chase yesterday’s trends; instead, position for tomorrow’s inevitabilities. Your portfolio will recognize the difference.” Keith Fitz-Gerald

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Thursday, April 16, 2026

“The art is not in making money, but in keeping it.”Proverb

Tuesday, April 14, 2026

“The best time to start investing was yesterday. The next best time is today.”

Monday, April 13, 2026

“Time in the market beats timing the market.”

Friday, April 3, 2026

Markets experienced a challenging first quarter, marked by significant declines and heightened volatility. Oil prices swung dramatically—often 5% to 10% in a single day—while media coverage amplified the sense of uncertainty. In...

Thursday, April 2, 2026

“Games are won by players who focus on the playing field –- not by those whose eyes are glued to the scoreboard.”Warren Buffett

Wednesday, April 1, 2026

April 1st and the whole world seems to be looking for fools and tomfoolery. Make sure you don't fall for the fakes, the misreads and most of all, the fools that are trying to sell you over-diversification and rotation out of your...

Tuesday, March 31, 2026

Goodbye to March which has certainly had its full force of lamb and lion moments - weather, geopolitics, markets, etc....Good reminder here:“Investing is the intersection of economics and psychology.”Seth Klarman

Tuesday, March 17, 2026

May your portfolio be as green as the Emerald Isle today—and may your investments grow through wisdom, not just shamrocks. Sláinte to smart investing! Of course, true wealth isn’t about chasing leprechaun gold or one-day luck—it’s...

Friday, March 13, 2026

Remarkable quote here from our good friend, Keith Fitz-Gerald - "Conventional wisdom” is often the path to substandard results. Put another way, it makes no sense to apply the same tired old analysis everybody else is using yet expect...

Thursday, March 12, 2026

"Coming together is a beginning. Keeping together is progress. Working together is success."– Henry Ford

Tuesday, March 10, 2026

“The individual investor should act consistently as an investor and not as a speculator.”Ben Graham

Monday, March 9, 2026

“Success is liking yourself, liking what you do, and liking how you do it.”Maya Angelou

Monday, March 2, 2026

Quick reminder from our good friend, Keith Fitz-Gerald, in times like these - history provides some clue:The strongest and most profitable is the one 99% of all investors won’t do when the opening bell rings… "Buy on the sound of...

Wednesday, February 25, 2026

As of mid-to-late February 2026, nearly 80+% of S&P 500 companies have reported Q4 2025 results, showing solid overall performance: blended earnings growth around 13% year-over-year on roughly 9% higher revenues. Beat rates remain...

Friday, February 20, 2026

As we approach the end of the Cortina/Milan Olympic Games, we wanted to recognize our true Gold Medal winners - our clients and supporters. We celebrate you everyday yet especially today!We truly value the relationship we’ve built...

Tuesday, February 17, 2026

So the recent headlines would have you believe that technology is done and all of a sudden, that small cap and international markets are all the rage. In the words of Lee Corso of ESPN fame - "Not so fast, my friend!"Quick reminder for...

Thursday, February 5, 2026

So suddenly software companies have become too expensive for Wall Street and investors yet let’s step back and take a moment to consider: One reason for the software sell-off is economic uncertainty. When interest rates rise and costs...

Monday, February 2, 2026

Today is the best day ever for some reasonable thoughts about your investment journey. • Chasing short-term gains is like Groundhog Day: every morning you wake up hoping this time the trade works, but you repeat the same mistakes...

Wednesday, January 28, 2026

This week marks the true beginning of 4Q earnings for our companies and most market participants are quite cautious on the outlook. We have been training for years just like the Olympian athletes around the world to perform at our very...

Friday, January 23, 2026

With the new 🆕 year off and running I thought we’d have some fun with our great friend Keith Fitz-Gerald and his recent reminder: “Missing opportunity is always more expensive than trying to avoid risks that you do not control. Always...

Tuesday, January 20, 2026

So yes the world traveler has come back from the Mediterranean to the Frozen 🥶 Tundra’s beauty and fresh air and I thought today would be a perfect time to get ready for the next Olympic Games upcoming in Italy 🇮🇹. One of my...

Thursday, January 1, 2026

As we close the year, we want to thank you for your continued trust and partnership. This past year was defined by shifting market narratives—cooling inflation, evolving interest rate expectations, and rapid innovation across several...

Friday, December 26, 2025

Well, here we go dashing into the year end and yes, it appears that Santa's sleigh has been stocked for of more year end gains for all of us!Blessings and gratefulness at this time of the year is so commonplace yet on behalf of all of...

Thursday, December 18, 2025

Thanks to all of your kindness and generosity, we collected so many amazing donations for The Bunker Coffee House for Vets and raised over $1,500 to support their mission. Your valued support makes a real difference, and we’re...

Friday, December 12, 2025

Today marks the last three weeks of 2025, and what a ride it's been! We've been through wildfires, a new administration, tariffs, artificial intelligence, wars, government shutdown, inflation, more AI valuations and nearly every doom...

Wednesday, December 10, 2025

Well, we are officially headed into the end of 2025 on a sleigh ride here in the Frozen Tundra (purposeful Packers reference and cold weather). And here's our boss, Aaron Young, on the importance of this time of year: "When it comes to...

Monday, November 24, 2025

As Thanksgiving draws near, all of us at Spectrum Wealth Advisors want to take a momentto express our gratitude and to thank you for the trust and confidence you've placed in usonce again this year.In a time when change seems constant,...

Wednesday, November 19, 2025

We are seeing plenty of media attention on the volatile nature of the markets. Now would be a good time to remind investors that every daily meltdown or selloff is not a new phenomenon but it actually helps us to achieve better results...

Tuesday, November 11, 2025

Today, we honor the brave men and women who have served our nation with courage, dedication, and ultimate sacrifice. Veterans Day reminds us of the freedoms we enjoy because of their unwavering commitment to protect and defend. Let us...

Monday, November 10, 2025

The markets pitch back and forth in so many different ways yet the charts are all low left to high right over time. This may be your reminder that this time will not be different despite all the headlines and click bait to the contrary...

Friday, October 31, 2025

Well, we made it!!! The end of October is here, the month dreaded by all market historians alike. Markets continue to pass along with the mutual fund year closing and not too many tricks yet certainly many treats for investors. Today...

Tuesday, October 28, 2025

As the markets move towards the end of this month we continue to see higher highs and interest rates moving lower albeit much slower than most expected. According to FactSet: “For Q3 2025 the S&P 500 is showing earnings growth near +9...

Tuesday, October 21, 2025

Well, here we are already getting into 3Q earnings for our great, must-have growth companies. Many investors find themselves chasing the markets higher while our clients are enjoying the ride towards record highs. The one thing that...

Wednesday, October 8, 2025

Every successful team or player has a winning game plan. In our game of investing, markets tend to reward discipline, not emotion. Consistent investing throughout varying market cycles compounds results over time. Our focus for winning...

Thursday, October 2, 2025

The third quarter of 2025 saw markets recalibrate around one dominant theme: artificial intelligence as an investment imperative. All of the major indices rebounded, with the S&P 500 recovering from earlier losses to post modest gains,...

Friday, September 26, 2025

Feels like every September end we remind our clients and ourselves of all the gamesmanship that occurs in the markets as the fund and ETF companies are all scrambling to catch up and reconcile their books for the quarter end. Why is...

Friday, September 19, 2025

Today’s trading day is just one of four times a year that all options trading expire on the same day - thus Quadruple witching. Volatility may swing back and forth a bit more today FYI. Truly want to leave this reminder from our good...

Wednesday, September 17, 2025

Seems like the fall sports are already in full swing as the football season is upon us. So here's a favorite quote from the Oracle of Omaha, himself. “Games are won by players who focus on the playing field –- not by those whose eyes...

Tuesday, September 2, 2025

Let’s start off September with a simple quote from our good friend, Keith Fitz-Gerald: “Always do what Wall Street does, not what it says! Knowing how the game is played is a huge advantage because it means you can sidestep the chaos...

Friday, August 29, 2025

This Labor Day, we pause to recognize the dedication and resilience of workers whose contributions power our economy and create the foundation for growth and innovation. Their commitment not only strengthens communities but also fuels...

Tuesday, August 26, 2025

As we approach the end of the PGA Tour season, thought we would keep it simple with one of my all-time favorites from Gary Player - "The harder you work, the luckier you get...." Want more luck, let us work harder for you! Ring...

Wednesday, August 13, 2025

We're almost done with the summer quarterly earnings season and what an unbelievable quarter for the best companies in the world. According to S&P, nearly 90% of companies have reported with 83% beating estimates by nearly 7% margin....

Tuesday, August 5, 2025

Summer is a season of warmth, light, and renewal—not just in nature, but in our mindset too. Here are a few ways to embrace positivity in summertime:🌞 1. Soak Up the Sun (Safely)Sunlight helps boost serotonin levels, improving your...

Monday, July 28, 2025

Summertime earnings season is in full swing and we recommend keeping it super simple, in the words of Gary Player - "The harder you work, the luckier you get..." Great companies show their greatness most in times of uncertainty and...

Wednesday, July 23, 2025

Been plenty of tariff related headlines for now nearly 4 months - yet the market is heading higher. Don't get distracted!!! Are you ready?!? Investments and wealth accumulation are best amplified during times of discourse and...

Wednesday, July 9, 2025

As many of you know, we focus on "buying the Best, and avoid the rest" as we have learned from our good friend, Keith Fitz-Gerald. We get asked from time to time, why is this so important?!? Well, now we are aware of the Bessembinder...

Monday, June 30, 2025

If you’ve heard this from us once, you’ve likely heard it a thousand times over the years. However, if the past 90 days are any indication, this sage advice will continue to be our strength. The second quarter was marked by tremendous...

Tuesday, June 10, 2025

Today’s episode is a fantastic reminder and it comes directly from our good friend, Keith Fitz-Gerald: “Investing isn’t rocket science. Plenty of people want it to be—because if it’s complicated, they can sell you something. Or worse,...

Monday, June 2, 2025

The old adage is based off selling in May and go away for the summer. We believe our May buys will bloom for the remainder of the year as most market participants are chasing the trade - once again. "Buy the BEST and avoid the rest,"...

Wednesday, May 14, 2025

So now as we head higher after all of the fear, uncertainty, doubt and despair, market leadership remains very similar as it was before. Not surprisingly, we remain focused on the simple, straightforward and successful mission of own...

Tuesday, May 6, 2025

Same stuff, different day! Just another reminder that news headlines and market risks are not always the same day to day or month to month but they do rhyme. The latest headlines on rates, tariffs, earnings, recession, and geopolitical...

Monday, April 28, 2025

We often are asked what does "buying the best, NOT the rest" truly mean. Well, our good friend and research partner, Keith Fitz-Gerald preaches just this mantra. Every. Single. Day. "You need to own the dominant growth companies in the...

Wednesday, April 23, 2025

Today (and quite literally nearly every day) we appreciate the efforts of our staff - regardless of title! I'm sure your office just like ours takes everyone to pitch in and to focus on our clients and their outcomes. AY likes to...

Tuesday, April 15, 2025

So today is TAX DAY and the tax department team in our firm have a couple suggestions for you to be aware of for your future. Most people are surprised by capital gains from mutual funds despite the funds not being all that profitable...

Thursday, April 10, 2025

During these more volatile and uncertain times, you may feel the need to "make a move" - either out of the markets or "all-in" with your cash. Our best advice in these types of markets is stay focused on your wealth journey plan and as...

Monday, April 7, 2025

Tough times have come and gone for ages yet it still doesn’t feel good in the midst of the storm of headlines of doom and gloom. Warren Buffett puts it quite simply: We’re focused on our ability and action to buy the best and AVOID the...

Tuesday, April 1, 2025

The first quarter was marked by increased volatility, with markets swinging sharply yet ultimately ending close to where they began. Despite heightened fear and uncertainty investor confidence has been shaken yet our strong companies...

Monday, March 24, 2025

We're often asked what's the best plan?!? The most important lesson we focus on is that history shows time and time again that being invested beats attempting to "time" the market, bottom or event. Volatility will undoubtedly be ahead...

Tuesday, March 18, 2025

One of the more exciting sports tournaments in the world starts this week and we couldn't be more enthused. Everyone enjoys a good upset or down to the wire ballgame - so get your bracket ready! Markets continue to thrash about with...

Friday, March 14, 2025

Markets continue to roil back and forth and yet we are focusing on "playing to WIN" by investing in dominant growth companies that will withstand tough economic conditions. Super great quote from Seth Klarman, "Investing is the...

Tuesday, March 11, 2025

Rough days in the markets always get people's attention. We are reminded of a quote from Mary Callahan Erdoes - "Investing is not as complicated or daunting as we make it out to be. The simplest approach can be the most effective." We...

Friday, March 7, 2025

Times like these remind me of the movie, Willy Wonka and the Chocolate Factory. Gee JB what do you mean?!? Well, the main messages are being kind, humble and honest will go a long way, and the consequences of nasty, greedy and cheeky...

Tuesday, March 4, 2025

The old Chinese proverb says, "May you live in interesting times." Well hopefully these interesting times are sufficient for most. We've seen these markets and the reactions and over-reactions to news time and time again. In fact, Wall...

Wednesday, February 26, 2025

According to Vince Lombardi, whose name graces the Super Bowl winner trophy, and also the legendary Hall of Fame Head Coach was famous for his three main focuses - "God, family and the Green Bay Packers!!!" Here's another quote we hold...

Friday, February 7, 2025

Let's keep it straightforward and simple today! "Investing is the intersection of economics and psychology." -- Seth Klarman And this quote from Ben Graham - "The individual investor should act consistently as an investor and not as a...

Monday, February 3, 2025

We're always looking for ways to give back to the community, even the most mundane actions can help to better the world around you. Here at Spectrum, one of the ways we do this is by collecting the pop tabs from our soda and energy...

Thursday, January 30, 2025

Well JPow really did it again - NOTHING! Sorry but not sorry, as the Fed has caused as much inflationary damage as anyone. Savvy investors know that this pause is more about future growth incoming than higher inflation or hot jobs...

Tuesday, January 28, 2025

We have certainly seen that the markets have been off to some back and forth trading action to start the year. Nothing new here! Just like everyone's annual restart for the year, some things go better and some do not go quite as well...

Thursday, January 23, 2025

We're so blessed to have such a great working relationship with one of the finest researchers in the business, Keith Fitz-Gerald. Fitz has taught us many things over the years and we wanted to share one of his outstanding missives -...

Monday, January 20, 2025

Today, we honor Dr. Martin Luther King Jr., a champion of equality, justice, and peace. His enduring legacy inspires us to fight against injustice, embrace diversity, and promote unity. Let his dream of a world free of discrimination...

Friday, January 17, 2025

So yes today is Quitter Friday - the day around 88% of people abandon their New Year's resolutions often due to unrealistic goals or a lack of planning or just no partner to hold them accountable. So work hard to keep your resolutions...

Tuesday, January 14, 2025

So here's the New Year and all of its resolutions for health and wealth that we all adhere to attempt. My best recommendation - KEEP IT SIMPLE!!! How simple?!? Sit down and write down all the you owe and what you own and take notice of...

Thursday, January 9, 2025

Today, we take a moment to mourn the passing of our 39th President of the United States - James Earl Carter. A former governor of Georgia, Jimmy Carter emphasized human rights, environmental conservation, and energy reforms during his...

Monday, January 6, 2025

Happy New Year to you and all of your resolutions. Mine is to "run the date" #RunTheDate - so I'm going 1.06 miles today. Over the years, we have all made New Year's resolutions for health, diet, and exercise. May I submit to you that...

Wednesday, January 1, 2025

Dear Valued Clients, As we welcome 2025, we at Spectrum Wealth, Tax and Accounting want to express our sincere gratitude for your continued trust and partnership. We're thrilled to share some exciting developments that will enhance our...

Tuesday, December 24, 2024

Well, it appears that Santa has blessed us once again with some nice seasonal gains. Investors are welcoming this rally as a sign of positive sentiment heading into the new year, fueled by better than expected economic data and strong...

Tuesday, December 17, 2024

Wow! What an incredible Open House! Thank you so much for joining us and making our 2024 event another success. It was truly a joy to celebrate the season with all of you. We are consistently amazed by your generosity and support. The...

Tuesday, December 10, 2024

*Reproduced with permission from Fitz-Gerald Research

Wednesday, December 4, 2024

With our Open House only a week away, we at Spectrum would like to share a bit more about the charities we will be sponsoring as well as some of their most requested donation items. Women and Children’s Horizons has been serving the...

Monday, December 2, 2024

December has arrived and here we are with just the last month of the year to go. Broader market conditions have certainly had quite the tailwind since the election - inflation, energy, interest rates and global economic trends are all...

Monday, November 25, 2024

As we approach Thanksgiving, all of us at Spectrum Wealth Advisors want to express our gratitude for you - our valued clients. This year has brought its share of challenges, and your unwavering trust and commitment to our entire team...

Wednesday, November 20, 2024

So as we round the final turn to the race of 2024, now is an appropriate time to remind you to review your year end plans, taxes and gift lists. We recommend taking a look at your pro forma tax situation and make sure that you're...

Friday, November 15, 2024

He did it! 100 holes 24.38 miles ran 5 hours 51 minutes Total score: 432 6 clubs (driver, hybrid, 8 iron, pitching wedge, sand wedge, putter) Most importantly, $34k raised for Southeastern WI Youth For Christ $17,000 raised from...

Friday, November 15, 2024

We'll that's gonna wrap up a very newsworthy week for the markets! Lots of conjecture and where all of this takes us next...Black Friday sales, Santa Claus rally or more recessionary concerns. Stay tuned! We're here for you on your...

Monday, November 4, 2024

Here we go folks - please keep your hands and feet inside the car and enjoy the rollercoaster ride for this week. The news cycle is chock full of election, earnings, Fed meeting, and geopolitical concerns. When in doubt, feel free to...

Thursday, October 31, 2024

Happy Halloween!!! As we approach the last couple months of the year, be ready as the news headlines for the election, the Fed, Black Friday sales, and the inevitable Santa Claus rally prognostications we be at every turn. Have your...

Monday, October 28, 2024

Here we go folks - full speed earnings season, election upcoming and the end of the mutual fund year - which always brings volatility (we call that OPPORTUNITY). In the words of Sheryl Sandberg - "don't wait for the opportunity, create...

Thursday, October 24, 2024

Get ready for an exciting challenge as Jamie Young swings into action, attempting 100 holes of Speed Golf to celebrate the 100th Anniversary of Spring Valley Country Club! This epic adventure isn't just about the game; it's about...

Friday, October 18, 2024

Getting to spend a few days with Fitz in Orlando has certainly been a great learning experience - as usual. I'm impressed with all the folks who recognize that buying "the best and NOT the rest" truly is a good place to begin their...

Tuesday, October 1, 2024

Here's October starting off with plenty of fireworks - war, geopolitical strife, labor strike, and general mishap in the markets. This arc represents not only a literal shift in seasons but alson metaphorically it suggests themes of...

Wednesday, September 25, 2024

Well, my goodness, the end of September is here and the markets continue to have an upward bias. Regardless, we have both hands on the steering wheel just in case of some extraordinary games - geopolitical, rates, currency, generally...

Friday, September 20, 2024

So we got 50 basis points (bps) from the Fed in their first move lower in quite awhile, no surprise as the markets had already done most of the heavy lifting. Now today we're hearing from multiple Fed members that rates are still too...

Monday, September 16, 2024

It appears that everyone and their brother has an opinion on what the Fed should do this week with rates. Don't fall for the head fakes that Wall Street "needs" rate cuts to be bigger to succeed. Longer game investors know better and...

Monday, September 2, 2024

As we say goodbye to summer and gear up for a new school year, Labor Day is the perfect time to appreciate the balance between hard work and well-deserved rest. Whether you're hitting the books or back to the grind, remember that...

Wednesday, August 28, 2024

As the summer winds down, and folks begin to prepare for the upcoming school year. We'd like to encourage you to think of Sheryl Sandberg's quote. "Don't wait for opportunity. Create it. Make your own future." And we are here to guide...

Thursday, August 22, 2024

As the baseball season hits the stretch run and football (all three kinds - college/NFL/European) gets started, we are reminded of a quote from the Oracle himself, Warren Buffett - "Games are won by players who focus on the playing...

Tuesday, August 20, 2024

As we reflect on the summertime markets, we are reminded of how everyone views their. picture of success. Here's a great quote from Maya Angelou - "Success is liking yourself, liking what you do, and liking how you do it." Thank you...

Tuesday, August 13, 2024

Life has many challenges. Being positive is a continual challenge of living everyday in today's world of 'Breaking News' or more headlines meant to grab your attention to fear or concern. In our experience, optimists are more...

Wednesday, August 7, 2024

People always ask us "what are you buying today?" Simple and straightforward answer is we buy growth companies that have "must-have" products and services and dominate their marketplace. We emphasize that these companies typically...

Monday, August 5, 2024

Right on cue, the markets now think a recession is coming or already upon us. Quick reminder that this economic downturn offers investors a mid-August "Back to School" sale. Time to get your shopping lists ready. Are you prepared to...

Tuesday, July 30, 2024

The Olympic spirit embodies determination, excellence and sportsmanship, values that parallel our work as investment advisors. Just as athletes train rigorously and strategically for peak performance, our investment management skills...

Tuesday, July 23, 2024

We're always looking for ways to give back to our community, and sometimes even the most mundane actions can help to better the world around you. Here at Spectrum Wealth Advisors, one of the ways we do this every day is by collecting...

Friday, July 12, 2024

As we enter the post-Independence Day markets of summertime, we are reminded of an outstanding quote from Suze Orman - "Money itself is not the end goal. It's the freedom and options that money provides which are so enriching." We...

Monday, July 1, 2024

Well, the first half of the year has shown us the various sensitivities of the market - volatility, geopolitical, economic and inflation factors notwithstanding. Despite all this turbulence, a resilient economy, strong earnings,...

Tuesday, June 25, 2024

As the calendar turns, we have the usual shenanigans that the market sees with quarter ending "window dressing" we advise our clients to be ready to take advantage of any buying or selling opportunities that may be afforded to us in...

Thursday, June 20, 2024

Today we enjoy the longest day of daylight of the year (in the Northern Hemisphere)! We are so very thankful for all of your "sunshine" as we get close to wrapping up the first half of the market year. Buying the best, not the rest...

Thursday, June 6, 2024

Many times we get asked about how much higher can this or that company go?!? And the tongue in cheek answer is - still much higher....as dominant companies grow bigger because they produce must have products and services that the...

Thursday, May 30, 2024

Today's news cycle feels like almost everything is BREAKING NEWS. Awareness is healthy yet letting it consume you isn't. We hear from clients and friends all the time about how much they get distracted by headlines or the next worry of...

Tuesday, May 14, 2024

I’m convinced people’s minds don’t understand how much money they miss by overthinking their investments or investing too late in life. I’m reminded of what Albert Einstein once said that compounding is the eighth wonder of the world....

Friday, May 10, 2024

This weekend we celebrate and honor the incredible impact mothers have on our lives. It's a chance to reflect on their love, sacrifices and unwavering support. Whether you're spending the weekend with your mom, remembering her fondly...

Monday, May 6, 2024

Let's keep it simple today.... "Games are won by players who focus on the playing field - not by those whose eyes are glued to the scoreboard." - Warren Buffett More great wisdom from the Oracle of Omaha who once again has showed that...

Wednesday, May 1, 2024

Yes, today's "news" is always BREAKING NEWS yet this week's Fed meeting and the inflation statistics are probably more of a rerun of past headlines. Rates higher for longer....Inflation worries keep Fed on the sidelines...etc... One of...

Friday, April 26, 2024

So the NFL Draft is this week and what a great time to think about your life journey and reflect on your training, coaching, mentoring and ultimately how you play the game! In the investment world, we are continually exploring ways to...

Tuesday, April 23, 2024

As the old saying goes, April showers bring May flowers with all our apologies to the Grounds staff at Augusta which was in full bloom already this year. In the investing world, we are always prepared and on the lookout for those...

Friday, April 5, 2024

The 2024 election is occurring in a period of high economic policy and geopolitical uncertainty, but the market has yet to fully engage with this part of the election narrative. Historically, the stock market has performed better...

Monday, April 1, 2024

Welcome to the first day of April and the second quarter of the year! In my best Mr. T voice - "Don't be a fool..." make sure you have your taxes filed or ready to go AND pay yourself by funding your IRA accounts too! Not sure you have...

Tuesday, March 26, 2024

Here we go into the end of March with the market "games" near all-time highs yet most still are looking for lower interest rates sooner vs. later. Let's be cautiously optimistic that the Fed doesn't play more games this week with the...

Monday, March 18, 2024

Drama, upsets, buzzer-beaters and yes people rooting for their favorite teams all make this time of year exciting not just for NCAA basketball but also the markets.  As we wrap up earnings season with over 84% of companies...

Thursday, March 14, 2024

It's March and time to check in on those New Year's resolutions. If yours is to be more careful on purchases just remember what the Oracle of Omaha says: "The most important investment in the world that you can make is in yourself."...

Tuesday, March 5, 2024

As we get into the full swing of this election year, please remember we do money NOT politics yet do not think for one moment that we aren't aware of how your investments could benefit from one policy decision or another. Quite the...

Thursday, February 29, 2024

As we celebrate our "extra" day today - Leap Day, we would like to make sure you have visited our new and updated website. As founders and owners, we really want you to know how much we appreciate your continued trust and confidence in...

Monday, February 26, 2024

We've been speaking with our clients for quite awhile now on how we believe that the technology and innovation gains would not only increase but be faster than most expected and have deeper total marketplace sizes than anyone could...

Monday, February 19, 2024

As we observe the market holiday for Presidents" Day, thought we'd share a couple presidential quotes that offer insights into the leadership and resilience of America. "Change is the law of life. And those who look only to the past or...

Tuesday, February 13, 2024

Starting today a record number of Americans turn 65 years old. Over 4.1 million boomers will be 65 this year - a pace that will continue through 2027. This "Silver Tsunami" of people reaching retirement age also has implications on the...

Friday, February 9, 2024

Today's markets are roaring near or at highs that we have not seen for awhile. For even better perspective the S&P is approaching 5,000, here are the dates at which it first crossed each "thousand" mark (per Bloomberg data): 1,000 on...

Tuesday, February 6, 2024

Throughout the years, we still get questions from people with varying levels of experience, knowledge and business owners.  "I don't really understand what I own in this fund or ETF but I think I'm diversified...." We recommend...

Friday, February 2, 2024

Only 6 more weeks of winter...doesn't that sound terrific?!? This time of year people always look forward to the weather prognostication that Groundhog Day brings.  So in an attempt at a lighter moment, thought we'd quote Bill...

Thursday, January 25, 2024

Just remember this past summer/fall everyone was running for the hills and recession talk was everywhere. We said then that the only way to improve your wealth was by building up your own investments in growth companies that dominate....

Friday, January 19, 2024

Opportunities come from moments of uncertainty. It's during investment pullbacks that smart investors find hidden gems. We continue to focus on investing in companies that are developing and growing and innovating globally while...

Tuesday, January 9, 2024

Well, the tide has certainly shifted in the financial markets. Recent reports of cooling inflation and slowing economy has seen the Fed pivot their forecast and hold rates steady while looking for potential rate...

Wednesday, January 3, 2024

As we enter 2024, we encourage you to embrace new beginnings with a positive mindset despite all of the world's challenges. Set realistic goals, celebrate your victories whether large or small and prioritize your self-care by...

Wednesday, December 27, 2023

As we reflect on the past year, continue to adapt for today, invest for the future, we are honored to be your guide on your journey. In the world of investments, wisdom is still the greatest asset, and strategic decisions pave the way...

Wednesday, December 20, 2023

As we approach the end of the year, we are constantly reminded of a very appropriate quote from the esteemed Robert Kiyosaki - "It's not how much money you make, but how much money you keep, how hard it works for you, and how many...

Monday, December 11, 2023

Unfortunately, the Holidays also increase the opportunities for bad actors to abuse our trust and safety, so we'd like to pass along some reminders to make your Holidays safe and secure. Noteworthy points:  Scammers are using...

Friday, December 8, 2023

It's that time of the year when we are all looking to acquire the perfect gift. May we encourage you to consider the gift of investment and/or investing knowledge especially when it comes to the younger generations in your family. We...

Tuesday, December 5, 2023

Many investors are being inundated with the headline question - Will we get a Santa Claus rally? We believe that we are getting the rally we discussed back in October - as a down August and September generally lead to higher markets in...

Wednesday, November 29, 2023

Those of us who have been in the markets for decades obviously know of Charlie, best known  to others as simply Warren Buffett"s sidekick at Berkshire Hathaway. Mr. Munger passed yesterday at the ripe age of 99 and left many of us...

Monday, November 27, 2023

Tis' the season for holidays and shopping and non-stop emails for coupons to more stuff than you can ever imagine.  Might we suggest looking to make sure that your cyber-security is also updated. Protect yourselves from email...

Wednesday, November 22, 2023

On this day of Thanksgiving and gratitude, may your home be filled with warmth, your table with abundance, and your hearts with joy.  May the blessings of this day surround you, reminding you of the beauty in simple moments and...

Monday, November 20, 2023

In the spirit of Thanksgiving week, we wanted to share with you the true benefits and power of two simple words: THANK YOU These two words have the power to transform your health, happiness and success. According to the Institute of...

Wednesday, November 15, 2023

As we approach the last 45 days of '23, we would like to remind you that now would be a good time to get your pro forma tax calculation and retirement plan funding completed. Now is also a great time to make sure that you know exactly...

Friday, November 10, 2023

On Veterans Day, we honor and remember the brave individuals who have graciously served in our military over the years, expressing gratitude for the sacrifices to protect our freedoms around the world. Thank a Veteran today in your own...

Friday, November 3, 2023

Yes, great advice normally but even more so here in WI as it is deer season.   Also, we get asked many times throughout the year on employment data and the like that move the markets and make headlines. Today's unemployment...

Tuesday, October 31, 2023

We're always on the lookout for signs of better times and better markets. All of the back and forth rollercoaster of late is actually a good sign that markets are working normally. Buying and selling are important metrics for a move...

Wednesday, October 25, 2023

We can all agree that the world has changed and is certainly amidst more uncertainty than in recent memory.   Here at Spectrum Wealth we have been and continue to be deploying our clients assets and wealth into investments...

Friday, October 20, 2023

As we continue to get all these "highest rates in 15+ years....inflation outta control....expect a recession" headlines, our clients continue to focus on the things that we control.  Most investors are being told to default to...

Monday, October 16, 2023

We are often asked, "Is now a good time to invest?" As we continually remind our clients and friends, it's more important to be in the market than try to time the market as rebounds can happen quickly.  A consistent, focused and...

Monday, October 2, 2023

We continue to believe that rates are staying higher for longer playing a pivotal role in shaping our recommendations of buying the best not the rest while staying the course has proven over the past decades to ring true.  Today's...

Wednesday, September 27, 2023

As our roller-coaster ride continues this year, the markets continue to struggle with the central bank decisions and the mixed economic data matrix. We believe rates may be higher for longer yet buying the best, not the rest continues...

Monday, September 18, 2023

Mid-September brings all kinds of seasonal transitions, changing foliage, cooler nights, earlier sunsets, and brisk breezes from the north around here. It's also a great time to reflect on all your hard work and to plant for your...

Monday, September 11, 2023

Never Forget On this day, we remember so solemnly the events of September 11th, 2001.   A moment of silence and respect for all those souls who we remember on that fateful day, and we ask for comfort and strength for all of...

Wednesday, August 30, 2023

Now that it's time for football, let's remind you that NOW may be a good time to review your playbook. We like to focus on the blocking and tackling first to make sure our fundamental approach is focused on the best not the rest. Our...

Friday, August 18, 2023

Markets like these remind us of one of favorite research partners, who proclaims - "Chaos creates opportunity!" Thanks Fitz!!! Noise on China, Bidenomics, zero dated options, and all the other riff raff which has become the mantra of...

Wednesday, August 9, 2023

We continually get asked about the latest and greatest holdings for a quick profit. Our job truly is to navigate through today's news and chaos to invest our clients' monies for future growth and wealth, not a quick buck here or there...

Wednesday, August 2, 2023

Headline days like today scream "Oh noooo", but our clients also know that the bottomline on days like these is to keep it super simple. 1. Stay focused and do not let the talking heads knock you off your game. 2. Stick to your plan....

Thursday, July 27, 2023

Here's the question we get more often than not. Many people are coming to us for this knowledge plus they seem to be holding more cash because they lack a plan or don't believe it is working. Mostly they are over-diversified and/or...

Tuesday, July 18, 2023

We're constantly asked about the latest and greatest investments yet in today's world we are solidly focused on buying the best, not the rest. Our simple, fundamental and ready to execute plan is the blocking and tackling in your...

Thursday, July 13, 2023

Everyone wants to be successful in the marketplace, yet there's so much noise and distraction. The one thing you need is a consistent, proven, and simple path forward. A logical framework will aid you in sidestepping the chaos of...

Thursday, June 29, 2023

Most investors are still thinking in terms of diversification, which is like playing not to lose. The world's best investors, on the other hand, are thinking about being "in to win." We speak to this "winning" frequently as it implies...

Thursday, June 22, 2023

The question you want to be asking yourself today is...Where do you want to be in the future....next year....5 years from now....next decade? Then, work backwards on how to best accomplish this. We remain focused and vigilant on...

Tuesday, June 20, 2023

Tough economic conditions and market volatilty reminds us of the old adgae - Markets tend to reward disciplined investment strategies.We believe that by buying the BEST and not the REST is exactly this focused and disciplined approach...

Tuesday, June 13, 2023

Invest in your family and for your future by creating memories, happiness and well-being for generations to come. We believe in what Michael J. Fox says "Family is not an important thing, it's everything!" At Spectrum Wealth, we are...

Friday, June 9, 2023

Many people are concerned that we are in a bearish market, that's okay. What most people fail to realize is that's going to cost them more later on. We believe that it's always better to play offense, even if you have to think...

Thursday, June 1, 2023

As we enter June and the summer season feels nicer every day, school is ending, vacations are near, and recreational activities are becoming the order of the day. We want to remind you that your future self will thank you for the...

Tuesday, May 30, 2023

As we approach the summer season, we encourage our clients to invest in yourself. Life is hectic as we work, take care of our families, pay our bills and most importantly, invest in your compelling future. Need us to assist in your...

Friday, May 26, 2023

We pause every day, yet especially this weekend, as we remember and acknowledge all of those who have made the ultimate sacrifice by giving their all for our freedom. Bless our troops and veterans for their dedication to our great...

Wednesday, May 24, 2023

Look forward, for your path is certainly one of our main objectives and we follow these principles from the Oracle of Omaha. "In the business world, the rearview mirror is always clearer than the windshield.” - Warren Buffett...

Friday, April 14, 2023

Yes it is that time of year where traveling is the most common option for Spring. In our view, investors should be focused more on the windshield than the rear view mirrors. We believe that we should see higher rates for longer and...

Friday, April 7, 2023

May you be blessed with plenty of Joy, Peace, Goodness, Happiness and Love. Happy Easter to you and all of your loved ones. Spectrum Wealth family

Tuesday, April 4, 2023

The rite of Spring is in full swing - pun intended!!! Taking pitches may feel like a safer plan yet we believe that the single biggest mistake an investor can make now is to underestimate the future. See your future. Be your future....

Tuesday, March 28, 2023

We're all sports fans at heart and what we are seeing is eerily similar to the market madness. Banks have been struggling with Fed policy since 2021 and months of inflation and higher interest rates are now hitting home. Here's our...

Monday, March 20, 2023

One of the most respected and influential figures in the investment world, Warren Buffett, always has said during tough markets "Be greedy when others are fearful and fearful when they are greedy."Our strategy is simple. Buy the best...

Thursday, March 9, 2023

If you're looking at the markets and you're worried about the economy, and we get that you might be, think about this: growth may be slowing, but it hasn't stopped. We are implementing our best strategies and ideas for clients amidst...

Tuesday, February 28, 2023

We're excited to announce that the Founders series 4 has been deposited and is available for investment. Want to know more? Contact us today to receive your prospectus and fact sheet from First Trust Portfolios regarding this new...

Tuesday, February 21, 2023

Big down days, selloffs, corrections, or whatever you want to call them are almost certainly opportunities when viewed in your rearview mirror.We have found that companies that are "must haves" tend towards more traditional rebounds...

Friday, February 10, 2023

We're continually working to assemble a wealth management strategy that will surely survive the test of time and tough market conditions. Our focus on buying "must have" companies and the discipline to make decisions based on...

Monday, February 6, 2023

Many people and especially investors assume that the stock, market, or economy will suddenly announce its change of direction and reverse immediately to the upside.Markets do not have an ON/OFF switch.Reversals are a process. There is...

Friday, January 27, 2023

Focus on “must haves,” not “nice to haves.” Research shows very clearly that the kinds of companies we're talking about every day - especially those paying dividends—tend to fall less, stabilize first,...

Tuesday, January 24, 2023

The markets have faced all kinds of challenges over the years....boom, bust, peace, war, rising inflation, lower rates, feast and famine yet they have come roaring back each time. Invest wisely and in the best not the rest!!!We're here...

Monday, January 9, 2023

We're constantly encouraging and supporting our clients to look for their personal best. Congratulation on starting your '23 trip around the sun. Concentrating on buying the best not the rest will make your future self worth more and...

Wednesday, January 4, 2023

May you receive many blessings this year.As a reminder, prices (or markets) do not follow a straight line - down or up. Invest in the best not rest. We're here for you! Happy New Year 2023

Wednesday, December 28, 2022

Our investment focus remains on building portfolios of the best companies, not the rest. Our team's knowledge and expertise mixed with our years of experience reminds us that we've been through markets just like this before and...

Tuesday, December 20, 2022

Preparation is key. Tactically speaking it's crucial to delivering your best results and it's important to keep steady especially when the markets are struggling. We buy the best, not the rest. Don't settle for less. Buy the must-haves...

Wednesday, November 30, 2022

Investing is not always about getting rich. It's about living well and being your best self. Start early and invest often. We're here for you every step of the way!!!

Thursday, October 27, 2022

Difficult times certainly make us more apt to look over our tools and portfolio construction than question our investment architecture or thesis. "Know why you own AND why you own it"- Peter LynchIs it time for your next portfolio...

Thursday, October 13, 2022

Down days are part of the general routine for the markets. They also provide us useful tools for acquiring great companies and dividends on sale. Remember "to buy when others are despondently selling and to sell when others are avidly...

Monday, October 3, 2022

Hurricanes, inflation pressures and economic uncertainty all are tough to weather by yourself. Yet now is the time to remember that even Tiger Woods has a caddie who is his trusted advisor. We are here for you!

Wednesday, September 21, 2022

As always there's lots of headlines and stories about the next big decline. Do yourself a favor and stop worrying and start thinking ahead about the future gains you will make by investing over time. Fairways and greens are a wonderful...

Tuesday, September 6, 2022

It's not a coincidence that we spend much of our time with our clients talking about the importance of buying the BEST and not the rest. Also, we believe that we have the knowledge to buy low and sell high. It is not happenstance that...

Thursday, August 25, 2022

"Understand that the harder you work, the more luck you will have."-Coach John WoodenOur daily philosophy has always been focused on our hard work for YOU. Contact us today.

Tuesday, August 9, 2022

"Don't judge each day by the harvest you reap but by the seeds that you plant."- Robert Louis StevensonWe know what and where to plant for your investment portfolio. Let's do this together!

Tuesday, August 2, 2022

"Success comes from taking the initiative and following up...persisting...what simple action could you take today to produce a new momentum toward success in your life?" - Tony RobbinsGet started...we'll be here for you! Give us a...

Tuesday, July 26, 2022

We're here for you today and every day!!!

Monday, July 11, 2022

"Your talent determines what you can do. Your motivation determines how much you are willing to do. Your attitude determines how well you do it.” —Lou Holtz We believe the secret to getting ahead is getting started. Let us...

Tuesday, July 5, 2022

"Find what people need and buy the companies that make it. "- Dr. Mark Mobius"Buy when others are fearful."- Warren Buffet

Thursday, June 30, 2022

We have seen tough times for a while now, yet this marks the toughest first half for over 60 years. Our clients have been investing in the best not the rest (especially not passive ETFs). Let us assist you too. Better times are ahead...

Tuesday, June 21, 2022

The biggest profits have ALWAYS come from owning great stocks that have been really beaten up, kicked to the curb, or otherwise thrown away by investors who cannot see past their own fears. We recommend owning the best, not the rest....

Tuesday, June 14, 2022

There’s a reason scientists now think that natural selection favors characteristics that foster the survival of groups, not just individuals. Makes sense. Especially when markets are this chaotic. Laughter is not...

Thursday, June 9, 2022

The markets are like a spring. As rough markets continue and compress, the stronger the next bull run will be. Quick reminder-markets have an upside bias by nearly 2:1. We're here for you!!!

Tuesday, May 31, 2022

Bear markets are when investors make most likely the biggest gains! Recommend you stay in touch with your longtime goals and accumulate the best companies at attractive levels.Need help?!? We are here for you.

Monday, May 16, 2022

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Monday, December 20, 2021

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Wednesday, December 1, 2021

We're going to keep encouraging you to be buyers of the best companies, not the index. We'll guide you to those companies capable of growing sales AND profits even in these trying times.

Thursday, November 25, 2021

The calendar has brought us to late November. Clocks are turned back and fires are warm and comfy. Thanksgiving is a time of togetherness and gratitude. Blessings to you all.

Tuesday, November 9, 2021

People are awfully tempted to focus on the negative in the markets. But, honestly, that's a mistake...