Historical Perspective on Stock Market Declines (February 2022 Newsletter Excerpt)
This past month we saw escalated volatility in the capital markets. It was the worst performing month since March 2020…
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This past month we saw escalated volatility in the capital markets. It was the worst performing month since March 2020…
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We live in a sea of soundbites. The catchiness of a soundbite normally has far more power than its veracity.…
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Lately, the two headline challenges to the stock market are inflation and the omicron variant of COVID. It seems that…
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In September, we received the terrible news that a fire was raging in Sequoia National Park. It would be the…
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Excerpt from our October 2021 Newsletter Before the year 2000, it was reasonable to expect a safe 6% interest rate…
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Economically, 2021 has been surprising and mostly in good ways. For many of our portfolios, in general, we experienced a…
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As a teenager, I remember reading this quote and rolling my eyes at yet another person lamenting sad state of…
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While, you might not expect to discuss the topic of medical expenses with your retirement planning advisor you should. While…
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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…
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It’s getting close to retirement. The day is marked on the calendar. You have an appointment with your retirement planning…
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With investing, people speak of different types of investors. Warren Buffett is the most famous “Value Investor.” What this means…
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The closer you get to retirement, the more critical it becomes to have comprehensive, objective financial advice. You may have…
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Fee-only financial planners have a fiduciary responsibility to act in your best interest. We do not accept fees or commissions…
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The $2 trillion infrastructure plan comes on the heels of the trillions in spending from COVID relief. There are two…
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While you may have seen the official definition of fiduciary as “a person or entity holding a legal or ethical…
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You may be one of the millions of American women who are the primary breadwinner in their household. If so,…
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If you are like most people, when your investments are doing well, you probably want to stick with them as…
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How the Tax Code Works for You By April 15th this year, millions of US taxpayers will dutifully file their…
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In the context of horrific loss and suffering, we are getting a steady stream of wonderful news. By the end…
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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…
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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).…
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A few times a year, something from the stock market hits the front page news. We may hear terms that…
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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…
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Since the dawn of financial times, people have invested their money. Getting your money to make money for you remains…
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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…
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As a business owner, you support your family through the profits from your business. If something happened to you, it…
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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…
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You spend time with your financial advisors as they provide a comprehensive investment service in Denver. But every account, each…
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Delaying estate planning arrangements causes unnecessary heartache for grieving survivors as they lose their inheritance in probate. Immediately after the…
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There was a time when you had to place a call to your retirement planning advisor or go into the…
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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.…
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