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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Estate planning combines financial and legal elements that consider you and your loved ones now and after you die. With…
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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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Denver is paradise for retirees. The four seasons offer outdoor options for entertainment for healthy activities all year. Your retirement…
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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 lure of the stock market prompts images of luxury vehicles, fancy houses, and big money. Yet mostly investors fall…
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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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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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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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The time leading up to our trip to Cuba was full of uncertainty. I felt like I was slowly marching…
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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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Every election in my adulthood has been about jobs and which candidate can deliver the most jobs. At least, it…
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In the previous article we observed that if the concern is that empires last only around 200 years, America is…
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From time to time, people will reference how empires usually last around 200 years and thus infer that America has…
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Those of you who know me, know that I love to climb mountains. In Colorado there are 53 peaks above…
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Back in April 2016, the market became the 2nd longest bull market in history. The market continues to march upward…
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Unfortunately, this is sometimes the line I find myself telling people in poor financial shape. If someone is at the…
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Last night I had a meeting with some very long time clients of mine. Over the years our families have…
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I’m an arduous follower of developments in technology […]
Marty Allen once wrote, “A study of economics reveals […]
There’s one asset that I’ve personally seen cause people […]
Over the weekend a friend of mine asked me about the impending “Fiscal Cliff”. For those who fancy themselves news…
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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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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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For years, analysts have been predicting the collapse of the 30 year bond rally. Since 1982, bond prices have generally…
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To many, the mark of the beginning of the financial crisis was on March 16, 2008 when Bear Stearns was…
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Logic and good thinking is a hobby of mine. Conversely, dishonesty, misleading facts and poor thinking are very irritating to…
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Regular readers of my blog will know that I often riff on the 10 year Treasury rates and how I…
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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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Very recently I had a conversation with somebody that went something like this: ME: Tell me about the other advisors…
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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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