A bear market occurs when the stock market goes down 20% or more. The S&P 500 crossed this line on Friday May 20, 2022 and rallied back up by about 6% by the end of the month. We have almost 100 years of market data to help us get a sense of how normal this…
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In September, we received the terrible news that a fire was raging in Sequoia National Park. It would be the shame of our generation to lose any of these ancient trees. It feels like our wildfire problem is accelerating to an apocalyptic level. Each year, over the past 30 years, the United States has averaged…
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While, you might not expect to discuss the topic of medical expenses with your retirement planning advisor you should. While you are working, healthcare falls under employer-sponsored plans. Also, with your paycheck arriving every month, medical expenses just join a long list of other bills to pay. But in retirement, there is no monthly paycheck.…
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Ponder how a professional investment service in Denver can make a difference to your finances. As you do, you’ll eventually wonder about the difference between wealth managers and investment managers. Considering trusts, diversification, and risk management, wealth and investment services in Denver are complex, and these two services often overlap. How Wealth Managers and Investment…
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With investing, people speak of different types of investors. Warren Buffett is the most famous “Value Investor.” What this means is that he believes that all companies have a value that they should have, and he looks to buy stocks that are valued less than that. When he was younger, he approached this very objectively with things…
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If you are like most people, when your investments are doing well, you probably want to stick with them as is. But is that best for the balance of your portfolio? Your portfolio’s balance is subject to shifts based on your risk profile because of how your investments perform. You consulted a retirement planning advisor…
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You’ve worked for the same company for a while now, so you finally vested in a defined pension plan. Your pension payout forms the foundation of your retirement income plan. And whatever you choose, you can’t go back on your decision. The choice is seldom completely clear-cut, and the consequences impact you and your family…
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You may wonder just how to quantify the value of a Fiduciary Financial Advisor’s advice in DTC (Denver Tech Center). Can the value of financial advice be measured? Indeed, there can be a measurable difference in the value of Fiduciary Advice to your bottom line. In the investment industry, there is even a term this…
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A few times a year, something from the stock market hits the front page news. We may hear terms that we haven’t heard before or perhaps never fully understood. These are great educational opportunities; even if the events are unrelated to your GreenStar portfolios. We are always hesitant to say something new has happened, but…
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Are you struggling to finance the retirement you want? Are you afraid you haven’t saved enough and wonder what you can do to catch up? Here is some solid advice from a retirement planning advisor to help you get started. Make a Realistic Assessment of How Much You Need for Your Retirement with a Retirement…
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Since the dawn of financial times, people have invested their money. Getting your money to make money for you remains a key part of how the financial world turns. But there is incredible complexity in the Stock Exchanges. And there are thousands of choices for investments. Also, each one impacts your taxes. So, getting started…
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Every day you face thousands and thousands of choices about everything! The average American makes more than 35,000 choices a day! So, how do you know if you are making good financial choices? Do you have to question every cup of coffee you buy in the morning at Starbucks? Or wonder if a new, reliable…
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As a business owner, you support your family through the profits from your business. If something happened to you, it would affect your business and the people who rely on you. Advice from fee only financial advisors can help you position your business for success as you plan for your business and your family. Update…
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A Common Tribulation When we are isolated, it’s only natural to become myopic. We suspect that history will very much speak of the pandemic in terms of a global crisis, and how it was something that all the people of the earth dealt with and ultimately overcame. However, going through it somehow feels like tunnel vision. It…
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You spend time with your financial advisors as they provide a comprehensive investment service in Denver. But every account, each transaction, and all your data create a pile of documents. Some are already electronic, but you are also left with piles of paper. How do you store these important documents? Can you access them easily?…
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Delaying estate planning arrangements causes unnecessary heartache for grieving survivors as they lose their inheritance in probate. Immediately after the death of a loved one, emotions run high. Then inadequate planning invariably leads to confusion and chaos. So, putting your estate in order with your financial advisor fiduciary ensures your assets are passed to your…
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There was a time when you had to place a call to your retirement planning advisor or go into the bank to get information on your retirement savings accounts. You may have had to write formal letters of request to get a financial update. Otherwise, you could just wait until your statement showed up in…
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Successful business owners know their business has value. You have a regular paycheck to support you and your family’s lifestyle. Your employees support their families, and your clients love your products. But when asked, do you know what your business is worth? Financial Advisors in Centennial can help you determine your company’s true value. Most…
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One thing is for sure. Retirement is far, far away until it is suddenly tomorrow. Time flies and retirement creeps up. Once you get past 50, you can see how important the advice from a retirement planning advisor becomes. Our increasingly volatile world means it’s never too soon to start planning and implementing your plan.…
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Financial advice can get rather complicated. This guide should unravel some of the issues to help you find a fiduciary financial advisor before you retire. Retirement looms from about the time you turn 50. Suddenly, the road to retirement looks shorter, and there is less room for mistakes. So, that’s the time to get objective…
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Which Party has better Stock Market Performance? With each election, roughly half of our clients are happy about the results and the other half are not. A few weeks ago, we met with a client who was brooding about the election results and we sought to assure him that the party in power has very…
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The Election So that happened. The world still spins and the star-spangled banner still waves. It’s fair to say that the election was a success for the following reasons: Nobody is 100% happy – which is what should happen in a democracy. It had the highest voter participation rate in over 100 years. With the…
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A divorce crushes more than your emotions. Whether you are near retirement or at the peak of your career, a divorce means it is time to rebuild your finances, too. If you are considering a separation, have already separated, or the divorce is final, now is the critical time to get objective advice from a…
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It’s hard not to wonder about how your investments perform, objectively. They may “seem good,” or things might “feel slow,” but a truly objective measure works better for peace of mind and future decision-making. For a wealth advisor in Denver, this is a common question. With the recent market volatility, this question comes up even…
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Among our goals is to help readers engage with financial news. One way to do this is explain concepts and entities that we all hear about from time to time. This past month, Jerome Powell, the Chair of the Federal Reserve, announced that they would keep interest rates at 0% through 2023. It’s tempting to jump into how…
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The fairy tale story goes that your rich uncle dies and leaves you an incredible fortune. But it doesn’t have to be all that mysterious. No matter where your inheritance comes from, it can be hard to decide what to do with the money. It may feel like a dream come true at first. But…
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Most people don’t begin to focus on their net worth until retirement gets close. But, as an essential indicator of financial health, watching your net worth improve, decline, or stagnate, makes financial decision-making easier. And as you talk to your fee based financial advisor in Centennial, you’ll discover it’s far more challenging to make a…
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Annuities seem like a great idea in these uncertain times for more predictability and financial security. As investments, annuities are unique and have several advantages and disadvantages as compared to other investments. And, as you consult with your investment advisor in Centennial, annuities may be a vital component in your portfolio to add asset protection,…
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With only 58 days until the election, we are off to the races. With very few exceptions, the message of every politician running for office can fall into two categories: #1 The best days are behind us, vote for me and I will return us to them #2 The best days are ahead of us, vote for me and I will…
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Excerpt from August 2020 GreenStar Newsletter. Sign up here. Yesterday (August 4), the price of gold hit an all-time record of $2,031.60 – this is the value of one ounce of gold. For many months we have held gold as a hedge in most of our portfolios. Early in the pandemic, we felt that it…
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Good morning. We continue to take this crazy year one month at a time. Franklin D. Roosevelt said, “A smooth sea never made a skilled sailor.” The next time you feel that pit in your stomach about these times, remember that it’s just “sea sickness.” Website Update and a Fun Tool Some of you may…
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