With another election year on the horizon, it’s an opportune time to explore how the stock market typically responds to the buzz of national elections. Think of the stock market as a seasoned captain navigating through waters that occasionally turn choppy—election...
We value the deep trust our clients place in us, especially in the face of challenging circumstances. A poignant example is our work with a valued client who is navigating the complexities of dementia. This situation goes beyond financial management—it’s about...
We are excited to be in our new Colorado Springs office. We are still in the same area, just a block west of our old Nevada Ave. location. Please look for us (and stop in to say hi) at our new location: 620 N Tejon St. Suite 101, Colorado Springs. Note: We’re...
If you find yourself overwhelmed by the number of accounts you have to manage — from retirement and investment accounts to bank accounts and trusts — you’re not alone. It’s all too easy to lose track of them all. Consolidating 401(k)s and other retirement...
Let’s talk about the elephant in the room: estate planning. It’s not exactly everyone’s favorite topic, but it’s crucial. Without an updated will and estate plan, your loved ones could face unnecessary stress and uncertainty in the event of...
