Steve
Indecision
Stocks, as measured by the S&P 500, ripped 9% higher in July as investors began to anticipate a "pivot" by the Federal Reserve on...
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Steve
- Aug 14
- 2 min
Investing Based on Headlines
Holy Toledo, Batman! According to this July 4, 2022 article JP Morgan (a bank everyone has heard of) says oil prices could surge 240%!!!...
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Steve
- Jul 7
- 2 min
The Perfect Time
Getting started implementing a financial plan (or making updates to an existing plan) can be, well, something you want to delay. Am I...
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Steve
- Jun 6
- 2 min
Getting Even
Getting even. Who doesn't like to get even, right? There's just something cathartic about it. An eye for an eye, a tooth for a tooth. ...
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Steve
- May 6
- 2 min
Beware Trickery When Shopping For New Homeowners Insurance
Let's face it, at least in the financial world, 2022 hasn't been a great year so far. Stock and bond prices are down and inflation is up....
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Steve
- Mar 30
- 2 min
What You Think You're Getting
With tax filing season upon us, I want to share something I've noticed after working 12 years in the financial planning field. Too...
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Steve
- Feb 21
- 2 min
Inflation!
While for months the Federal Reserve labeled increasing inflation as "transitory" they've now shifted their position to one, seemingly,...
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Steve
- Jan 15
- 1 min
Markets Look Shaky
Last month we talked about the bizarre market 2021 presented us with and the bear market many stocks struggled through even as the major...
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Steve
- Jan 11
- 3 min
Planning For The Unexpected
Two weeks ago the devastating Marshall Fire tore through the tranquil communities of Superior and Louisville. Some clients are now...
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Steve
- Nov 3, 2021
- 2 min
The Loudmouth
We've all been there. Maybe it was the breakroom at work. Or a graduation party. Perhaps a picnic with some new friends, or the bar on...
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Steve
- Oct 6, 2021
- 2 min
I'll Show It To You
If you haven't already, take a look at the chart above. And then get ready, because I'm going to share something personal. It's one, if...
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Steve
- Sep 12, 2021
- 2 min
Financial Planner Bias
It's probably time we talk about financial planner bias. Perhaps surprisingly, a fair amount of ink has been spilled in financial...
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Tony Mutsune
- Aug 15, 2021
- 2 min
How To Plan Your Retirement In a Post-Covid World
History generally leans towards generosity in providing lessons to be learnt. For example, from the Great Depression emerged a more...
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Tony Mutsune
- Jul 14, 2021
- 2 min
Become An Astronaut
On Sunday the world marveled as we witnessed yet another milestone of human achievement when Richard Branson reached outer space in the...
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Steve
- Jun 16, 2021
- 2 min
Don't Listen to My Advice
Sometimes, when making a decision, you shouldn't listen to me. It's true. Well, go ahead and listen, and I hope you listen very closely...
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Steve
- May 18, 2021
- 2 min
Are You Using Your HSA Wisely?
One of the more common opportunities for improvement I see when working with new financial planning clients is how they utilize their...
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Steve
- Apr 15, 2021
- 2 min
Dude, Where's My Money?
In the 2000 sci-fi comedy "Dude, Where's My Car?" a young Ashton Kutcher asks a simple question after a night of hard partying, "Dude,...
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Steve
- Mar 18, 2021
- 4 min
Front Range Real Estate Market Outlook
The first daffodil leaves of the spring have popped up in my backyard and that signals one thing - home buying season is upon us!!! ...
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Steve
- Feb 1, 2021
- 1 min
The Magician's Trick
Don't fall for the magician's trick. I've been thinking about that the last few days as it relates to the equities markets. With all...
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Steve
- Jan 4, 2021
- 2 min
Covid Stimulus Part II
After initially balking at some of its provisions, President Trump signed the Taxpayer Certainty and Disaster Tax Relief Act of 2020 on...
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