Skip to main content
Hit enter to search or ESC to close
Close Search
Endowment Wealth Management, Inc.
Menu
  • What We Do
  • Our Team
  • Our Solutions
    • – Endowment Investment Philosophy®
    • – Our Endowment Index®
    • – Benefits of Alternative Investments
    • – 1031 Exchange Funds
    • – Qualified Opportunity Zone Funds
    • – Trust Investment Management
    • – Charitable Giving Options
    • – Fidelity HSA Option
  • Resources
    • – Become an EWM Client
    • – Contact Us
    • – Learning Center
    • – Blog
    • – Portfolio Construction
    • – Dave Ramsey SmartVestor
    • – Form CRS
  • Request A Meeting
  • Client Center

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

Financial Planning

The Latest News

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

Careers

ADV Part 2 Brochure

Form CRS

Privacy Policy

Disclosure

Contact Us

Endowment Wealth Management® Inc. (“EWM”) is an SEC registered investment adviser (RIA) serving clients throughout the United States. EWM and its representatives are in compliance with the current registration filing requirements imposed upon state registered investment advisers by those states in which EWM maintains clients. EWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

We use cookies to ensure that we give you the best possible experience on our website. By accepting, you consent to the terms of our Digital Privacy Policy. Digital Privacy Policy

EWM is a Proud Supporter!

Recent Posts

  • Utilize a Systematic Roth IRA conversion to take advantage of the bear market
  • Endowment Index Falls 0.56% for Week Ended 8/5/2022
  • Endowment Index Gains 3.37% for Week Ended 7/29/2022
  • Endowment Index Gains 3.05% for Week Ended 7/22/2022
My Tweets

Appleton (WI) Headquarters:

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

Green Bay (WI) Office:

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

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

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

Hilton Head Island (SC) Office:

5 Fallen Arrow Court
Hilton Head Island, SC 29926 Map
Ph. (920) 915-4000

Copyright 2019. All rights reserved.

Close Menu
  • What We Do
  • Our Team
  • Our Solutions
    • – Endowment Investment Philosophy®
    • – Our Endowment Index®
    • – Benefits of Alternative Investments
    • – 1031 Exchange Funds
    • – Qualified Opportunity Zone Funds
    • – Trust Investment Management
    • – Charitable Giving Options
    • – Fidelity HSA Option
  • Resources
    • – Become an EWM Client
    • – Contact Us
    • – Learning Center
    • – Blog
    • – Portfolio Construction
    • – Dave Ramsey SmartVestor
    • – Form CRS
  • Request A Meeting
  • Client Center