Sorting through the Noise (Again!)

“Blow up your TV throw away your paper”- John Prine Spanish Pipedream Yesterday was my lucky day. I received two emails, literally less than 15 minutes apart. The first had an article recommending that now was the time to dump your emerging market bonds. Being human,...

What’s Your Financial Philosophy?

Pope Francis has quickly laid out his philosophy to create a new Catholic order. He has commented that the Catholic Church should focus on helping the poor.  This has met with strong approval from U.S. Catholics.  Francis reaffirmed traditional church teachings, but...

Colorado’s State of Retirement

The number of individuals prepared for retirement is low. This is especially the case for low-income individuals, so says Rich Jones, director of policy research at the Bell Policy Center, a nonprofit research group based in Denver. The risk is not just to the lower...

Self employed lack of retirement preparedness

The entrepreneurs I know vary in character. Some are dominant while others are steady.  They almost always are DOERS. But when it comes to retirement preparedness, they don’t “DO”. Being an entrepreneur myself, and knowing tons of entrepreneurs through the...

Do I Have Enough to Retire?

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...

No Known Heartbleed Problems

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...