by admin | Apr 23, 2014 | Archives
This is the question most every client asks when I meet with them in Colorado Springs or Denver. It is a complicated question, because it requires understanding how many things work and a glimpse into the future. As a financial advisor, I address this head on with a...
by admin | Apr 11, 2014 | Archives
We just wanted to let you know that we have heard from three of our major partners- TD Ameritrade, Blueleaf, and Hidden Levers. They all believe that no information has been compromised on their systems and that they are unaffected by the Heartbleed security issues...
by admin | Apr 8, 2014 | Archives
I have learned that I do my best at something when I have a plan and I practice. To start you have to have a philosophy, an idea or belief about your financial plan that you live by. When I sat for the Chartered Financial Analyst examination, there are three, I would...
by admin | Apr 1, 2014 | Archives
Recently I had a client approach me about buying a house in Denver, Colorado. They recently sold a house and are currently renting. The emotional draw is they want a second bathroom for their child. They want a big enough space for the child to feel comfortable. ...
by admin | Apr 1, 2014 | Archives
Well, we have a quarter of 2014 in the books and we appear to be going at a tortoises pace. Despite a bit of wavering volatility, US stock indexes went almost nowhere the first quarter of this year. Year to date, the Dow Jones Industrial Average™ is down a fraction...
