A few days ago, I learned of the unexpected passing of an aunt.  We weren't particularly close, she always lived out-of-state and visits...

In my January "What's Going On With the Market" section I first noted some dark clouds on the horizon.  February saw me follow with a...

From time to time it's always good to review and, perhaps, re-examine the different services Flatirons Wealth Management provides to its...

The election of Donald Trump last November virtually ensured that the next four years of all of our lives, regardless of who we voted...

It is not uncommon at an initial conversation for new clients to ask about paying off a low interest rate debt.  Maybe it's a mortgage...

Being a financial planner sometimes allows me a unique window into the thoughts and emotions the public is currently having around the...

Following the election of Donald Trump, domestic stock indexes rose to all-time highs.  Industries expected to benefit from a Trump...

Much like The Terminator, it appears Donald Trump has come back from the political graveyard and won the 2024 U.S. presidential...

From time to time clients email me with some fantastic questions.  One such question arrived about a month ago - "Should we be...

Conversations with clients frustrated by skyrocketing insurance premiums have, unfortunately, become an almost weekly occurrence here at...

At least once a year a prospective client will sit across my desk and begin our conversation saying, "I'm disappointed with the returns...

It's happening again.  Sure as the sun rises when financial markets perform well investors begin to throw extra money at stocks and...

Good News!!!  The Social Security Administration released its annual trustees' report last week which noted the trust that funds social...

A few days ago I was reflecting on my years as a financial planner, what I had learned, and how I've used prior client conversations to...

Bitcoin is back in the news as it recently exceeded the prior all-time high of $68,992 set in November of 2021.  Indeed, it was less than...

Diversification has been called "the only free lunch in investing:" By investing in a basket of less-than-perfectly correlated assets, an...

As 2024 begins and financial journalists and pundits the world over give their opinions on what the coming year holds it seems important...

What a November!  The S&P rallied nearly 9% as stocks charged higher the first of the month and never looked back.  Investors, after...

The S&P 500 fell 2.2% in October.  At its late month worst, the index was down nearly 11% from its summer highs.  My repeated warnings...

It's that lovely time of year again - leaves are falling, the first flakes of snow are drifting by and holiday cheer is making its way...