by admin | Jul 25, 2023 | Archives, Restylement
By Ryan Turbyfill, MBA Financial Advisor As with many parts of our country, it has been very hot here in Colorado. The other day as the thermometer soared, I saw a social media post that made me laugh: “Thankfully it’s not snowing, can you imagine...
by admin | Oct 18, 2021 | Restylement
Restylement \rē stīle ment\ verb : an instance of reshaping or rearranging what you do and how you do it. Often referring to life and taking into account the time you have, money, and significance. — see also take control, change directions, retire, choose...
by admin | Jun 21, 2018 | Capstone, Restylement, Retirement
In speaking with clients, I have noticed that most find it hard to conceptualize how much they will spend in retirement. To get a better idea of an actual number, my associate, Ted Schwartz conveys the following concept to clients. To begin, think about your...
by admin | May 30, 2018 | Capstone, Restylement
All wet and warm Not ten miles away Approaching My Mexican home John Prine, Mexican Home By Ted Schwartz Well, some of my best friends love golf. I can sort of understand it and believe you should pursue it if that is your passion. Golf is just not in my genes...
by admin | Dec 15, 2016 | Restylement
By Jamie Cornehlsen, CFA® We are all meant to live a life of significance. There are times when that idea is tested. I was reminded of this recently while listening to my favorite quarterback relinquish his place on his team. It was not his choosing, nor anything...