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Estate Planning – Wills Versus Trusts

Estate planning combines financial and legal elements that consider you and your loved ones now and after you die. With…
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Gold

Excerpt from August 2020 GreenStar Newsletter. Sign up here. Yesterday (August 4), the price of gold hit an all-time record…
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High-Income Earner Tax Reduction Strategies

Higher-income earners pay a significantly higher percentage of their income to the IRS than lower-wage earners. If your work or…
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Retirement Income Planning in Denver

Denver is paradise for retirees. The four seasons offer outdoor options for entertainment for healthy activities all year. Your retirement…
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Retirement Planning in Your 50s

As you reach the peak of your career and get closer to retirement in Denver, planning strategies shift. You’ve worked…
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The Art of Portfolio Management

The lure of the stock market prompts images of luxury vehicles, fancy houses, and big money. Yet mostly investors fall…
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Working with a Fee-Only Financial Planner – The Pros and Cons

There’s more than one way to get financial advice. But you pay for it one way or another. Here are…
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Retirement Planning Mysteries

You’ve heard how important retirement planning is. And you know you should really get serious about it. You’ve got a…
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Cuba: Travel Tips (Part 3 of 3)

There are plenty of other websites out there giving you advice on traveling to Cuba. I’ll share my own two…
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Cuba: Travels through a Closing Door (Part 2 of 3)

The time leading up to our trip to Cuba was full of uncertainty. I felt like I was slowly marching…
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Cuba: Introduction (Part 1 of 3)

In the week that we’ve been back from Cuba, I’ve had a difficult time answering, “How was it?” There are…
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Where the Jobs Come From

Every election in my adulthood has been about jobs and which candidate can deliver the most jobs. At least, it…
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The Sun Setting on the British Empire

In the previous article we observed that if the concern is that empires last only around 200 years, America is…
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The Life Expectancy of Empires

From time to time, people will reference how empires usually last around 200 years and thus infer that America has…
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The False Peaks of the Economy

Those of you who know me, know that I love to climb mountains. In Colorado there are 53 peaks above…
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Optimism in the Face of an “Overvalued Market”

Back in April 2016, the market became the 2nd longest bull market in history. The market continues to march upward…
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You Can’t Make Chicken Soup out of Chicken Poop

Unfortunately, this is sometimes the line I find myself telling people in poor financial shape. If someone is at the…
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Creating your Own Luck

Last night I had a meeting with some very long time clients of mine. Over the years our families have…
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Open Your Eyes: A List of Exciting Things

I’m an arduous follower of developments in technology […]

Economic Tourniquet #4

Marty Allen once wrote, “A study of economics reveals […]

Everyone Owns the Riskiest Asset Known to Humankind

There’s one asset that I’ve personally seen cause people […]

Two Choices – You’ve already Picked One, Is it the One You Want?

Over the weekend a friend of mine asked me about the impending “Fiscal Cliff”. For those who fancy themselves news…
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How does this Recession Compare to other Recessions?

If you are a chart-aficionado like me, then you’ll love Josh Lehner’s article showing how the Great Recession (or The…
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In Today’s Market, What’s a Baby Boomer To Do?

The year 2011 brought the first wave of Baby Boomers turning 65. Every single day in America there are 10,000…
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The Shaking of the Rattlesnake’s Tail?

For years, analysts have been predicting the collapse of the 30 year bond rally. Since 1982, bond prices have generally…
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The Erasing of a Financial Crisis

To many, the mark of the beginning of the financial crisis was on March 16, 2008 when Bear Stearns was…
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Will the True Victims Please Step Forward

Logic and good thinking is a hobby of mine. Conversely, dishonesty, misleading facts and poor thinking are very irritating to…
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Ouch … Hath the Bondocalypse Descended upon Us?

Regular readers of my blog will know that I often riff on the 10 year Treasury rates and how I…
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The Three Killers of Misunderstanding Investing

An annual delight of mine is reading Warren Buffett’s annual letter to shareholders. Buffett has very much influenced me as…
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A Second Opinion

Very recently I had a conversation with somebody that went something like this: ME: Tell me about the other advisors…
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Longevity Risk

I see financial advising as a mix of many skills. Sometimes it’s that of investor psychologist, but in the nuts…
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