Steve
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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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 24, 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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Steve
- Jul 14, 2020
- 3 min
The Fall of Indexing?
As the stock market continues its recovery I believe I'm beginning to see something I've pondered the possibility of the last few...
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Steve
- May 13, 2020
- 1 min
It's Not That Bad
As the stock market continues to recover from the Coronavirus drop, I've been taking a look at, and updating, many client's financial...
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Steve
- Apr 6, 2020
- 2 min
The Latest Helpful Coronavirus Information
In the last two weeks there has been an unprecedented amount of information and legislation coming out of Washington D.C. and state &...
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Steve
- Mar 16, 2020
- 3 min
The Sell-Off Continues
Unimpressed with March 12, 2020's 10% drop (the fourth worst single day ever), equities markets put in declines of 12-13% today, now the...
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Steve
- Mar 6, 2020
- 3 min
Special Edition: Coronavirus Update
Coronavirus fears continue to dominate headlines as equities markets around the world gyrate wildly. This week's daily returns saw the...
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Steve
- Jan 6, 2020
- 2 min
It Happens
In the 1994 cinema classic, "Forrest Gump," we learn some great life lessons. For starters, you can go home again. Also notable, the...
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Steve
- Dec 13, 2019
- 4 min
Robo Real Estate
In the last year online real estate firms Redfin and Zillow have rolled out new programs aimed squarely at taking a bigger piece of the...
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Steve
- Nov 5, 2019
- 3 min
Private Equity - Deal or No Deal?
Last month, a company named WeWork withdrew its filing to sell shares to the investing public (known as an Initial Public Offering, or...
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Steve
- Oct 16, 2019
- 3 min
Happy Money
While so often financial planners are relegated to discussions about saving and investing, this month I wanted to tackle the other side...
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Steve
- Sep 4, 2019
- 3 min
Is Costco Worth It?
"Is Costco worth it?" It's a question I've gotten numerous times and is as old as, well,1973 when the first Costco, then "Price Club,"...
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Steve
- Jun 27, 2019
- 3 min
A Dropped Request
We've been talking a lot about fees the last few months. To wrap up the conversation, I wanted to take a moment and provide a real world...
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