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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!!! 

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...

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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

Friday, April 29, 2022

Thursday, April 7, 2022

Tuesday, March 22, 2022

Tuesday, March 1, 2022

Friday, February 25, 2022

Friday, February 18, 2022

Friday, February 11, 2022

Tuesday, February 1, 2022

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Tuesday, January 18, 2022

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Monday, January 3, 2022

Monday, December 20, 2021

Thursday, December 16, 2021

Thursday, December 9, 2021

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...