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What Warren Buffett’s Exit as CEO Reminds Us About Long-Term Investing

May 7, 2025

A key principle of investing is that patience, discipline, and maintaining a long-term perspective are what drive financial success. Perhaps […]

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MythBuster #1: “Sell in May and Go Away”

May 1, 2025

It’s one of the most well-known investing clichés — “Sell in May and go away.” Catchy? Sure.Useful? Not so much.

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What Really Drove the Q1 2025 GDP Decline — And What It Means for Investors

April 30, 2025

If you’ve seen the headlines, you know that U.S. GDP declined in the first quarter of 2025. At first glance,

What Really Drove the Q1 2025 GDP Decline — And What It Means for Investors Read More »

How Your College Major Can Impact Your Lifetime Earnings

April 28, 2025

When it comes to planning for the future, few decisions are as pivotal — or as underestimated — as choosing

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Your CPA Isn’t Failing You — But Your Tax Strategy Might Be

April 24, 2025

Every spring, working professionals across the country sit down to “do their taxes.” Maybe you upload a few documents to

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From Pensions to Personal Responsibility: The New Reality of Retirement

April 20, 2025

In 1975, more than 70% of private-sector workers were enrolled in defined benefit (DB) pension plans — the kind that

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The Bigger Picture on U.S. and China Tensions

April 14, 2025

Trade tensions between the United States and China have escalated in recent weeks, with both countries implementing unprecedented tariff increases.

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Tariffs 101: What They Are and Why They’re Stirring Debate

March 26, 2025

What Are Tariffs? A tariff is a tax imposed by a government on imported goods or services. Tariffs are typically

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10 Questions to Ask a Financial Advisor – Written by a Financial Advisor

March 24, 2025

When writing this article, I asked myself one important question: “What would I want my wife to ask a financial

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Brooks Wealth Management LLC (BWM) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.  The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Brooks Wealth Management LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. BWM does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall BWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if BWM or a BWM authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.