- Estate Planning Is a Family Conversation—Not a Solo Task
- Money Tips for New Grads
- Helping Rebecca Find Clarity in Chaos: A Financial Advisor’s Role Beyond Numbers
- The Importance of Financial Independence for Women
- Procrastinate No More: Why an Updated Will and Estate Plan are Crucial
- A few questions with Bill
- Is ESG Dead or Alive?
- Early Christmas Present for PERA Employees
- Secure Act 2.0 Brings Changes to Retirement
- End of Year Financial Moves
- How will the presidential election affect the stock market?
- Ensuring Financial Security During Illness
- New Colorado Springs Office Location
- Rollovers and Consolidation – The Process Made Simple
- How I Regained My Financial Footing and Confidence After Divorce
- Tax-Smart Investment Strategies
- Impactful Investing with ESG (Environmental, Social, Governance)
- Celebrating Black Wealth Builders Throughout History
- A few questions with Lindsey
- A Few Questions with Ryan
- Dawn’s Delight: A Journey from Restlessness to Goat Cheese Success
- Harvesting Success: Growing Wealth through Tax-Loss Strategies
- Three Smart Ways to Give to Charity
- Restylement: Crafting a New Chapter in Life
- Market Volatility…It’s Back
- How to Roll a Snowball Uphill
- We Are Fiduciaries!
- Holistic Financial Planning
- What the Heck is Going On?
- Capstone is a Best for Colorado Company. Here’s Why.
- ESG Investing…Social Aspect…Human Rights Abuse
- Colorado Secure Savings Program
- Advancing Diversity —and Your Portfolio
- 2023 Retirement Plan Updates from IRS
- 2023 Social Security COLA (Cost of Living Adjustment) Increase Announced!
- Required Minimum Distributions
- Inflation, The Federal Reserve, Interest Rates, and the Markets
- ESG – The THREE Components – Environmental, Social, and Governance
- Series I Bonds…Paying 9.62%
- The Market Conundrum 2.0
- Inflation…It’s Hot!!!
- Russia, Ukraine (and the Markets)
- Tax Forms-1099 Notice
- New Year’s Hangover
- The Market Conundrum
- 2022 Retirement Plan Updates from IRS
- Restylement
- Market Induced Anxiety
- Ethical Investing Now a $1 Trillion Business
- Environmental Issues With Bitcoin?
- Inflation, Valuation and Taxation, OH MY!!!!
- Prepare for Liftoff (and Turbulence)
- 2021 Portfolio Reporter
- The Tortoise and the Hare: A Study in Volatility
- Thoughts on the Market
- My Two Passions
- Special Edition: What I’ve Learned So Far…about Myself…in Two Months of Isolation
- Key Provisions of the CARES Act
- We Are Our Very Best When We Are the Underdogs
- Coronavirus and the Markets 2.0
- Five Thousand Shades of Gray-Thoughts on ESG Investing
- Even Warren Buffett Gives Some Questionable Advice!!
- The Climate And The Markets Are Misaligned
- Spring Has Sprung
- Feeling a Bit Unraveled? – The New Year Provides an Opportunity to Button Things Up
- Fasten Your Seat Belt, Please
- The Feelings of Risk
- Market Struck by Hurricane This Week!
- My Brush With Life’s Harsh Realities
- Restylement As A Way to Serve You
- The Market Still Hates Uncertainty
- NOW IS NOT THE TIME TO BE GREEDY
- What You Will Really Spend in Retirement
- Restylement, So Far
- Adjusting Your Portfolio as You Age
- UMBC, Black Swans, and your Financial Health
- Tony Romo Has the Right Attitude for Restylement!
- Remembering Fess Parker
- Hallelujah! What a Second Act Leonard Cohen Wrote!
- Don’t Put Your Date at Risk! –Understanding your Risk to Retirement Date
- Follow-up is Trump’s “Art of the Deal”
- July 2016 Portfolio Reporter: Earnings Are the Fundamental Driver
- Active versus Passive……versus Common Sense!
- The Hunt for More Time — Do You Really Want it All?
- FLOW: Volume 8 – Weeding Out Weak Investments
- FLOW: Volume 7 — One Month In; A Smaller Barrel
- FLOW: Volume 6 – Tracking the Portfolio’s Progression
- FLOW: Volume 5 – Understanding Price Movement
- FLOW: Volume 4 – Building a Strong, Sustainable Portfolio
- Is Climbing the “Wall of Worry” Still an Option?
- FLOW: Volume 3 – Taking the Financial Plunge into High Dividend Funds
- FLOW: Volume 2 – Exploring the Real Estate Investment World
- FLOW: Volume 1 – Investing Commercially
- Creating a Life Worth Living – How Restyling Your Goals Can Lead to a Fulfilling Future
- Inflation, CPI and the Big Mac: Taking a Bite of Reality
- Can You Chase a Winner in Investing?
- The Path to Prosperity: How Defeat and Struggle Can Help Restyle Your Life
- How Impact Investing is changing the Financial Advising Industry
- Snowed Under! Getting a Head Start on Planning for Retirement
- Retirement is Your Responsibility
- Impact Investing Does Not Mean Losing Money
- Forget Cyber Monday! Stop Spending and Start Saving to Prepare for a Life of Restylement – Part 2
- Forget the Turkey! Begin Carving out Expenses to Prepare for a Life of Restylement – Part 1
- When the Debt Ceiling Raises, a Social Security Door Closes
- Investing in Opportunities – The Key to Identifying Ideal Outcomes
- Why a Target Date Fund may be all wrong for you
- No Jack Welch, No GE?
- Lived, Accumulated and Retired – A Wise Approach to Preserving Your Wealth
- What Did You Do in the Last Stock Market Downturn?
- Why investor should never listen to a pundit
- Plan Now, Savor Late – How Preparing For Retirement Early Can Help You Achieve Your Goals
- Money and the Fallacy of Peace of Mind
- Cash – The Donald Trump of Retirement Investing
- How Smart People Lose Money… Understanding Risk Management to Save Your Investments
- Reinventing Your Monetary Mindset One Dollar at a Time
- The Quest for a Favorable 401k – Understanding Your Options for Smarter Investments
- SALE!!!!!!
- Measuring the Rate of Success through a Disciplined Investing Approach
- Goldilocks Redux
- I hold these truths to be self evident
- Wake Up …and Smell the Coffee!!!
- Risk-What it’s all about!
- The Really, Really Big news!
- Interest rates, Oil Prices, and other thoughts
- The Accuracy in Projecting Stock Market Growth For 2015
- Understanding Risk
- The “forecast” for 2015
- Musings on Recent Market Volatility
- Snake oil or diversification? Maybe some of both?
- Run Your Own Race
- Please, can we cut the crash talk from our lives!!!
- What Is Our Level of Confidence that We Will Reach Our Financial Goals
- Making proper use of your advisor
- Are we financially Secure for Retirement?
- Shopping for a Health Savings Account
- Safe Withdrawal Rates in Retirement
- Give up this freedom grudgingly!!
- Your Financial Plan is Outdated the Next Day
- 57 Channels and Nothing on – Choosing the Right investment
- Battling Human behavior and investing in 401k
- Sorting through the Noise (Again!)
- What’s Your Financial Philosophy?
- Colorado’s State of Retirement
- Self employed lack of retirement preparedness
- Do I Have Enough to Retire?
- No Known Heartbleed Problems
- Retirement Ready: Creating a Financial Planning Philosophy
- Borrowing Funds from Your 401k to Buy a House
- The pause that refreshes? Or Much Ado about Nothing?
- Distant Storm Clouds??
- No trading errors this year, but…..
- There is still no free lunch!
- A Bumpy Start
- Drats!!! More good news!!
- The Market Melt Up???
- Keep your eye on the ball!
- The sad case of postdictors (as opposed to predictors)
- How we pick funds for your portfolio
- Choosing Investments
- Building a Sturdy Portfolio
- What to do about Income Inequality
- Another Dose of Reality
- The Market Overreacts – As always!
- What goes down must go up!!!
- Why you should be skeptical of being “sold” a new Closed End Fund
- Don’t Celebrate the New Market High!
- Do Investors Understand Risks and Rewards?
- A Fine Whine
- Musings for a New Year
- A look ahead to 2013
- Election Distortion
- Give Bill Gross an F in Financial Physics!
- Is this year going according to form?
- What Makes Today Different (or is it really different?)
- Politics, Reality, and the Markets
- ABCNews Articles
- Goodbye to a rough year!
- A Moment For Thanks
- Whining About Uncertainty
- Time to chill a bit?
- The one question you need to ask your investment manager
- Our Third Rule of Investing
- Investing is not the place for emotional attachments
- Viva VRI!!!
