AssetBuilder

We had the best time showing clients our new office space and celebrating our 20th year anniversary!

Thank you to everyone who came out and made it such a fun evening.

This week, our advisors connected at the Financial Planning Association conference in DFW, and our Operations team represented AssetBuilder in Denver at the Fearless Investing Summit hosted by Nitrogen Wealth.

Ongoing education and collaboration remain central to how we serve our clients.

We wish you a wonderful holiday season and a Happy New Year!

As the year comes to a close, it’s the perfect time to review your finances. Check out our End-of-Year Checklist to make sure you’re set for a smooth start to 2026!

Happy Thanksgiving from AssetBuilder! Grateful for our clients today and every day. Enjoy the holiday!

We’re thrilled to announce our move to a new office in January 2026! Stay tuned!

🚨 New episode alert! 🚨Check out the latest episode of the AssetBuilder: Keep It Simple Podcast for valuable insights. You can listen here:

👉Spotify: https://conta.cc/3EskIpe
👉Apple: https://conta.cc/4aRibRm
👉PodBean: https://conta.cc/3WSagOd

Having an understanding of risk is essential for every investment plan. Basing your plan's success off of one or a few forecasts holding true can expose you to more risk than you may desire and could lead to disappointment in the end. Working with an advisor can help you establish the necessary margin for error you need to avoid being overly reliant on forecasts.

As we all know, interest rates are high right now, leading many investors to ask if it makes sense to invest in stocks. If we take a glance at history, it would suggest rates have not been meaningful predictors of stock returns with strong equity returns in both high and low-interest-rate environments. We must be careful not to think that one ingredient in a recipe composed of thousands makes or breaks the dish. Several factors play into returns, so we must be careful not to put too much emphasis on any one factor.

By no means are we saying a recession is coming, but even if there were to be one, the message is the same: stay in your seat. We understand how a recession can trigger worries, but when we take a look at history, there is a positive average performance following a recession.