⬤ USA Today
2023 Best Financial Advisory Firms
usa today best financial advisory firms 2023 logo for wellspring financial

Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. 
In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.

● USA Today
2023 Best Financial Advisory Firms
usa today best financial advisory firms 2023 logo for wellspring financial

Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. 
In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.

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Interconnectedness

  In January 2016, we experienced the worst 10 day start of the stock market since 1897.  I’m an economics

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Worldly Matters

  ‘World politics matter’ a statement to which you naturally respond “No (kidding), Sherlock”.  This monthly communication is to state

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Living and Learning

  This will cover three events, all very different in their base topic but collectively germane as to how financial

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Controlled Illusion

  When in the annals of finance we see people trying to usurp historically held ‘facts’, we should pay attention

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Best and Worst

The primary message this month; Some things go well, and some go poorly.   Sure, big deal, that’s life you say. 

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No Free Lunch

  You know the old adage; “There ain’t no such thing as a free lunch”?  Well, it is true in

Read More

Pass Over

  It ‘tis the season…no, not that one, the other one.  Therefore, let’s talk about a little history but do

Read More

Interconnectedness

  In January 2016, we experienced the worst 10 day start of the stock market since 1897.  I’m an economics history guy and that’s saying

Read More »

Patience Not Patients

The reality is this; When our Creator was giving out gifts and talents, h/she provided us many, but patience was most assuredly not one of

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Worldly Matters

  ‘World politics matter’ a statement to which you naturally respond “No (kidding), Sherlock”.  This monthly communication is to state that world financial systems also

Read More »

Living and Learning

  This will cover three events, all very different in their base topic but collectively germane as to how financial markets work. First, unless you

Read More »

Looking Fear in the Face

  “When in the Course of human events, it becomes necessary for one people to dissolve….” We normally write this letter toward the beginning of

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Controlled Illusion

  When in the annals of finance we see people trying to usurp historically held ‘facts’, we should pay attention to see if something has

Read More »

Best and Worst

The primary message this month; Some things go well, and some go poorly.   Sure, big deal, that’s life you say.  However, and VERY IMPORTANT, before

Read More »

No Free Lunch

  You know the old adage; “There ain’t no such thing as a free lunch”?  Well, it is true in the world of economics as

Read More »

Always Tradeoffs

  Inflation is a beast we want to mostly keep in his cage.  Some of us remember the remarkable days of the 1980’s when inflation

Read More »

Pass Over

  It ‘tis the season…no, not that one, the other one.  Therefore, let’s talk about a little history but do so from the financial side

Read More »

Worldly Matters

  ‘World politics matter’ a statement to which you naturally respond “No (kidding), Sherlock”.  This monthly communication is to state

Read More »

Best and Worst

The primary message this month; Some things go well, and some go poorly.   Sure, big deal, that’s life you say. 

Read More »

Pass Over

  It ‘tis the season…no, not that one, the other one.  Therefore, let’s talk about a little history but do

Read More »