6494 S Quebec St • Centennial, CO 80111
303-785-3838

Investing for 200 Years

Investing for 200 Years

Tonight at my son’s Cub Scout meeting they had a reptile expert come show his various reptiles that they’ve rescued.…
Read more

How to Choose a Financial Advisor

In full disclosure, I am a financial advisor and for objectivity’s sake I’m going to pretend for a moment that…
Read more

Stocks Part 2 – Understanding the Numbers and Ratios (less basic)

In the previous installment I went over a glossary of stock terms, let’s continue our definitions. These terms are not…
Read more

Stocks Part 1 – Understanding the Numbers and Ratios (basic)

A constant goal that I have is to educate clients. My hope is that when clients hear terms in the…
Read more

What’s the Difference Between The Federal Reserve and The US Treasury Dept

Most of us know the heads of these organizations: Ben Bernanke as the Chairman of the Federal Reserve (Alan Greenspan…
Read more

So Much for the End of the World

As I write this, the Dow and S&P 500 just closed out about on another post-Financial Crisis peak (if you…
Read more

Why Does it Feel Like My Own Expenses are going up Faster than Inflation?

Last year, the US Bureau of Labor Statistics reported that inflation was 3%, but many of us feel that things…
Read more

Bonds Part 2: What Else Affects Price Movements?

In the previous article on bonds (“Part 1”) I gave an analogy to help readers understand how bond prices can…
Read more

Bonds Part 1: The Difference Between Price and Yield

The way the media reports day to day bond market activity can be confusing. The reason is that they can…
Read more

Financial Management Unique to Baby Boomers

Boomers are in a tough spot. They’ve had two of the most severe stock market declines in the past 80…
Read more

Municipal Bonds 101

A common way that people have the chance to earn a tax free rate of return is through municipal bonds.…
Read more

The Bond Rating System

The bond rating system can be confusing because there are three separate but similar systems of rating bonds. We all…
Read more

Retirement Income Planning

Retirement is one of the hardest life events to plan for financially. Because there are so many variables that cannot…
Read more

What’s the Difference between Diversification and Asset Allocation?

Frequently I hear these terms used interchangeably, but they are two distinct concepts seeking to solve the same problem. Investing…
Read more

Of all the Charlie Browns in the world, you’re the Charlie Browniest

Many of you may recognize this as a quote from Linus in A Charlie Brown Christmas. The investing world seems…
Read more