Steve
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, 20212 min read
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, 20212 min read
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, 20214 min read
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, 20211 min read
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, 20212 min read
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, 20204 min read
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, 20203 min read
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, 20203 min read
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, 20202 min read
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, 20203 min read
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, 20201 min read
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, 20202 min read
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, 20203 min read
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, 20203 min read
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, 20202 min read
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, 20194 min read
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, 20193 min read
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, 20193 min read
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, 20193 min read
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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