2025 Economic Summary

Year-end financial and tax planning considerations

Year-end financial and tax planning considerations

Remember price versus value? How can you know what value looks like when it comes to your investment plan?

Measuring the value of risk and return across the entire portfolio, and discovering if there was any value added in the construction process.

Evaluating the Universal Pie Chart for Risk, Return & Correlation.

Brief summary on the benefits of asset aggregation, diverification, and soon... asset optimization.

Asset aggregation is foundational to investment planning. It gives investors a universal view of their holdings and transactions, and creates an ongoing monitor for universal analysis.

Hebrews 13:5 tells us, "Keep your life free from love of money, and be content with what you have, for he has said, “I will never leave you nor forsake you.” In John's Gospel, right before His death, we hear Jesus declare: " Peace I leave with you; my peace I give to you. Not as the world gives do I give to you. Let not your hearts be troubled, neither let them be afraid." (John 14:27) He says this right after He promises the Holy Spirit to those in relationship with Him. T

Special Report - United States Job Market

The Power of Cash Flow: If Cash is King, Cash Flow is Queen.

Verse of the Week: Proverbs 13:22 This week's episode connects estate planning to wealth transfer, and wealth transfer to legacy. Legacy is the history, the ethos, and the stewardship transition involved in wealth moving from one generation to the next. Much is made of business ownership and the compexities involved. This non-technical episode may be the biggest blessing ASV has offered you so far! Gratefully, Aaron & Team Weekly References: https://sites.lsa.umich.edu/mj

The Legacy Letter, the Family Meeting, The Settlement Meeting, and Good Counsel.

Awesome primer to get started with your lifetime plan for transferring wealth!

A focus on creating and transferring multi-generational wealth, and facing the greatest financial risk families face.

The short version of financial planning fundamentals, with a focus on estate planning.

Aaron Kolkman's classic work on Mean Variance Optimization - explained, illustrated, and shared.

The economic machine that is the US economy - types of indicators, and their place in your decisions.

Why not QE4 in 2025?

Why not QE4 in 2025?