Bull and Bear Markets (June 2022 Newsletter Excerpt)
A bear market occurs when the stock market goes down 20% or more. The S&P 500 crossed this line on…
Read more
A bear market occurs when the stock market goes down 20% or more. The S&P 500 crossed this line on…
Read more
There is a funny thing about life experience. Not only is it mostly non-transferable, but also somehow, life can feel…
Read more
For those who grew up in the United States, most of our experience with inflation has been relatively tame. The…
Read more
The sketch comedy show Monty Python famously said, “Nobody expects the Spanish Inquisition.” People sometimes use the phrase to mock…
Read more
This past month we saw escalated volatility in the capital markets. It was the worst performing month since March 2020…
Read more
We live in a sea of soundbites. The catchiness of a soundbite normally has far more power than its veracity.…
Read more
Lately, the two headline challenges to the stock market are inflation and the omicron variant of COVID. It seems that…
Read more
In September, we received the terrible news that a fire was raging in Sequoia National Park. It would be the…
Read more
Excerpt from our October 2021 Newsletter Before the year 2000, it was reasonable to expect a safe 6% interest rate…
Read more
Economically, 2021 has been surprising and mostly in good ways. For many of our portfolios, in general, we experienced a…
Read more
As a teenager, I remember reading this quote and rolling my eyes at yet another person lamenting sad state of…
Read more
While, you might not expect to discuss the topic of medical expenses with your retirement planning advisor you should. While…
Read more
Ponder how a professional investment service in Denver can make a difference to your finances. As you do, you’ll eventually…
Read more
It’s getting close to retirement. The day is marked on the calendar. You have an appointment with your retirement planning…
Read more
With investing, people speak of different types of investors. Warren Buffett is the most famous “Value Investor.” What this means…
Read more
The closer you get to retirement, the more critical it becomes to have comprehensive, objective financial advice. You may have…
Read more
Fee-only financial planners have a fiduciary responsibility to act in your best interest. We do not accept fees or commissions…
Read more
The $2 trillion infrastructure plan comes on the heels of the trillions in spending from COVID relief. There are two…
Read more
While you may have seen the official definition of fiduciary as “a person or entity holding a legal or ethical…
Read more
You may be one of the millions of American women who are the primary breadwinner in their household. If so,…
Read more
If you are like most people, when your investments are doing well, you probably want to stick with them as…
Read more
How the Tax Code Works for You By April 15th this year, millions of US taxpayers will dutifully file their…
Read more
In the context of horrific loss and suffering, we are getting a steady stream of wonderful news. By the end…
Read more
You’ve worked for the same company for a while now, so you finally vested in a defined pension plan. Your…
Read more
You may wonder just how to quantify the value of a Fiduciary Financial Advisor’s advice in DTC (Denver Tech Center).…
Read more
A few times a year, something from the stock market hits the front page news. We may hear terms that…
Read more
Are you struggling to finance the retirement you want? Are you afraid you haven’t saved enough and wonder what you…
Read more
Since the dawn of financial times, people have invested their money. Getting your money to make money for you remains…
Read more
Every day you face thousands and thousands of choices about everything! The average American makes more than 35,000 choices a…
Read more
As a business owner, you support your family through the profits from your business. If something happened to you, it…
Read more
A Common Tribulation When we are isolated, it’s only natural to become myopic. We suspect that history will very much…
Read more