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Endowment Wealth Management, Inc.
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    Behavioral Finance Resources & Information

    Endowment Wealth Management is a Member of the Behavioral Finance Network

    Strategic Ignorance During Market Volatility

    Topical Behavioral Finance Letters

    January 2022: Dependable Forecast 2022

    June 2021: Improving Your Personal Investment Skills

    May 2021: Don’t Worry, Be Happy

    March 2021: Intellectual Humility

    Make 2020 a Great Year

    Fear, Perspective & Opportunity

    Preserving Your Mental Health

    Irrational Humans

    Intentional Gratitude

    Persistent Forecast

    Cost of Investor Behavior

    The Lure of Envy

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    The Current State of Social Security – October 2021

    2022 HSA Limits Announced

    American Families Plan – May 2021

    Is Inflation a Concern? – May 2021

    Important 2021 Medicare Enrollment Information!

    Enhanced Child Tax Credit

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    ADV Part 2 Brochure

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    Endowment Wealth Management® Inc. (“EWM”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) and serves clients throughout the United States. As an SEC-registered adviser, EWM is not subject to state registration requirements but complies with applicable notice filing and state laws where it conducts business. EWM transacts business only in states where it is properly notice filed or otherwise exempt.

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    Recent Posts

    • Endowment Wealth Management Named to America’s Top Financial Advisory Firms 2025 by Newsweek
    • 2025 Internship: Financial Advisor Career Track
    • Preqin: Hedge Fund Launches at 24-Year Low
    • Global Alts Successfully Closes Venture Capital Fund Targeting Strategic Investment in Groq
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    Appleton (WI) Headquarters:

    W6272 Communication Ct.,
    Appleton, WI 54914 Map
    Ph. (920) 785-6010
    Fax (920) 227-0521

    Chicago (IL) Office:

    360 Chicago Bldg. (Former John Hancock Bldg.)
    875 N. Michigan Ave Suite 3100
    Suite 3100 Chicago, IL 60611 Map
    Ph. (312) 373-3850

    Green Bay (WI) Office:

    2300 Riverside Dr.
    Green Bay, WI 54301 Map
    Ph. (920) 785-6010
    Fax (920) 227-0521

    Hilton Head Island (SC) Office:

    110 Traders Cross
    Okatie, SC 29909 Map
    Ph. (920) 915-4000

    Madison (WI) Office:

    Regus Complex
    2810 Crossroads Dr. Suite 4000,
    Madison, WI 53718 Map
    Ph. (608) 819-5899

    Milwaukee (WI) Office:

    Regus Complex
    N19 W24400 Riverwood Dr. Suite 350,
    Waukesha, WI 53188 Map
    Ph. (262) 832-3827

    © 2026 Endowment Wealth Management, Inc.. All rights reserved.

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    • What We Do
    • Our Team
    • Our Solutions
      • – Endowment Investment Philosophy®
      • – Alternative Investments
      • – Cash Management
      • – 1031 Exchange Funds
      • – Qualified Opportunity Zone Funds
      • – Trust Investment Management
      • – Charitable Giving Options
      • – Request for Proposal (RFP)
      • – Fidelity HSA Option
      • – Specific Solution Sheets
    • Resources
      • – Hilton Head, SC Office
      • – Become an EWM Client
      • – Contact Us
      • – Learning Center
      • – Blog
      • – News
      • – Videos
      • – Portfolio Construction
      • – Dave Ramsey SmartVestor
      • – Form CRS
    • Request A Meeting
    • Client Center