Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or new concepts that apply to how you need to plan for retirement, you can read about it here. We'll update this as new theories and concepts become available to help you, our clients. If you want specific topics covered, please let us know. So keep checking in.
We’re glad to have you reading along.
Hey, Let's Talk Cash: Why Your Money Mindset Matters (And How to Hack It)
Ever feel like you're fighting a losing battle with your bank account? You want financial freedom, less stress, and the ability to actually enjoy your life without constantly worrying about money. We've all been there. The thing is,...
Read MoreColorado Secure Savings - Need To Know
Are you a small business owner or do you work for a small business with more than 5 employees? Are you or your employer facing fines for not being compliant with the Colorado Secure Savings Plan? We can help! Businesses that are not...
Read MoreA Guide to How Financial Advisors Are Paid
A financial advisor should help you make informed decisions on your way to financial independence. When choosing a financial advisor, it's crucial to understand how they are compensated. Their fee structure can significantly impact your...
Read MoreVoting With Your Dollar - Impact Investing
A lot of folks don't realize what they have in their portfolios - and for most people that's totally fine. But for those of us that are passionate about certain causes, there are some unique ways to invest that can make a difference!
Read MoreAnalysis Paralysis: The Value of a Financial Advisor in Today’s Complex Financial Landscape
Every day, more and more products are introduced to the masses – promising protection, extreme growth, and/or everything in between. We are bombarded with commercials for the QQQ during March Madness. We’re told to be fearful of new...
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There's A Lot to Worry About this October
“Stocks climb a wall of worry,” goes the Wall Street maxim. And so far this October, there are plenty of things to worry about. Here’s a quick summary. Middle East: When tensions escalate in the Middle East, the financial markets tend...
Read MoreBuyer Beware: Values-Based Investing and Grifts
As financial advisors, we consistently find ourselves having to dig deep to truly understand the purpose of certain investments. We find ourselves navigating jargon, intentionally confusing language, and of course, as many...
Read MoreRetirement Vs Non-Retirement Assets
Since I started in this industry in 2021, I’ve noticed a trend. Advisors and regulators love to jam-pack as much financial jargon as possible into your financial statements and every ‘educational’ video. It seems that we (as an...
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