Steve
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 31
- 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 7, 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 13, 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 16, 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 15, 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 16, 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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Steve
- Nov 23, 2020
- 4 min
Sometimes, I Change My Mind
After "bubbly" action in 2017, a "burst bubble" in 2018, and a quiet 2019, bitcoin has been having a stellar 2020, up ~270% through...
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Steve
- Nov 5, 2020
- 3 min
Special Edition: Election 2020
The 2020 election is now in the books (mostly) and many are wondering what it means for the market and their investments portfolios....
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Steve
- Sep 29, 2020
- 3 min
Life Insurance Advice That Could Save You Tens of Thousands of Dollars
One of the more common questions I address from younger clients when they first come into my office is where to buy life insurance. Most...
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Steve
- Aug 25, 2020
- 2 min
Things More Important Than Me
With financial markets settling down the last month its left me, like so many others, reflecting on life, relationships, and the future. ...
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