Blog
Important Tax Updates for 2023
Tax planning is unique to each client, but as we enter the new year, I want to discuss some important updates related to your taxes.
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2023, As Foretold
What would a new year be without some good, old-fashioned predictions about what is in store for all of us in 2023? So, without further ado, some speculations for this upcoming New Year.
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The Investor, the Trader and the Speculator
In my opinion the markets are affected by three very different investment strategies which I have titled the Investor, the Trader and the Speculator. It is my desire to define the three different strategies.
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Nobody Knows
In times like these, or the unknowns of the future, we have the perspective of history’s lessons and use that to lean into our principles with rational optimism.
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Putting Context Around Recent Stock Market Volatility
Stock market volatility is rising this year after a relatively calm 2021. Financial markets are experiencing bigger moves up and down as investors navigate a long list of events.
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Now and Then
All of us fall victim to a phenomenon called Recency Effect. In investing, we call it a recency bias. With a similar line of thinking, recency bias is our tendency to take what has happened most recently, then project that into the future.
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Why Market Timing Doesn't Work
As in the past, the market recovers from declines, the US economy recovers from recessions, and those who are patient are often rewarded.
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What’s Your Strategy for Surviving the Next Bear Market?
If we are best not to react and make changes or sell when the market is down, what can we all do to stick with our investment plan and be rewarded long term? Here is where it is important to have what I call a Bear Market survival guide.
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The Benefits of Not Investing Some of your Money
One of the ways we add value at FORM Wealth is by not investing some of your money. We call it a cash reserve account and it’s designed for future funding, especially for those in retirement. Unlike your emergency fund that you...
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Focus on the Escalator, Rather than the Yo-Yo
Focusing on the year and decades will make you a better investor if you don’t land on any one day, month, quarter, or year. We want you to focus on an overall trend, the escalator, rather than the yo-yo.
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Tyson Ray named to AdvisorHub's 2022 Advisor to Watch List under $1B
September 23, 2022FOR IMMEDIATE RELEASE(LAKE GENEVA, WI.) - Tyson J. Ray, CFP®, CExP®, CIMA®, CEO and Founding Partner at FORM Wealth Advisors, located at 431 Geneva National Ave S, Lake Geneva, was recently named to...
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July 2022 Chart of the Month
Chart of the Month | July 2022Housing Market Cools as Interest Rate Increases Impact EconomyThe Covid-19 pandemic profoundly altered the U.S. housing market. Homeowners and renters reevaluated their housing needs and wants as they...
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June 2022 Chart of the Month
The S&P 500 is now in a bear market, which is defined as a -20% decline from recent highs, and interest rates are rising to multi-year highs.
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Monthly Market Summary
Monthly Market SummaryThe S&P 500 Index produced a +0.2% total return during May, in line with the Russell 2000 Index’s +0.2% total return.Energy was the top performing S&P 500 sector during May, returning +16% as the price of...
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The Weekly PerFORMance
The Weekly PerFORMance : June 17, 2022 Fed Regains Inflation Fighting Credibility by Hiking +0.75% Extra Large Hike Lowers Probability of Prolonged Tightening
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