When opening your own investment accounts, you have a choice between two major types of companies: Full Service or Discount Brokerage. Which is right for you? Full Service brokerage, like full service anything, will generally cost you more, but with the promise of more personalized attention. Things like trading, money management, and investment choices…
There are a lot of ways to look at funding college for your kids. There is the I-Paid-My-Way-and-Junior-Can-Too. There is the parental guilt trip of putting away any extra money and forgoing retirement savings so young Betty Sue can go to Harvard without lifting a financial finger. Most of us will fall somewhere in the…
Ask any of my husbands, romance is not a core strength of mine. On the other hand, I am great at eating Valentine’s candy. It got me thinking, how can I combine my love of giving financial advice with the upcoming Hallmark holiday? Short, sweet advice in three words or less on candy hearts? Yes!…
Just in time for Valentine’s day, I am excited to feature Stacey Lohmar, esthetician at Grand Salon and Medspa, with some ideas for you (or the one you love) to pamper your body’s biggest organ. It’s skin – get your mind out of the gutter. Bonus: Read all the way to the end of…
A distinct memory I have from the old Fidelity days was being visited by the fund manager who oversaw the Fidelity Real Estate Investment Portfolio. The interaction took place not long after the dot.com/9/11 stock market bust in the early 2000s. This was a big deal. In Denver (considered part of the vast western wasteland…
One of the first things I tell prospective clients who are looking for investment help is that I don’t advise on buying or selling individual stocks. Why is that? Laziness? Lack of confidence? Don’t have the time? Yes, all of the above. It is my opinion (and it’s my blog so you have to…
The pandemic has shown investors is that reading the tea leaves regarding economic indicators doesn’t always translate to obvious investment decisions. Unemployment is high, small businesses are closing left and right, our nation’s history of a peaceful transfer of power is in question, and the stock market touches record highs. What gives? This is…
While eating a breakfast burrito (when all the best ideas strike), I was lamenting my inability to convince the world of the importance of staying in their stock investments even when the value is going down. People SAY they can handle volatility, but when a little thing like a pandemic or election comes along, their…
Making New Year’s Resolutions seems silly to many. Too vague, forgotten by February, setting yourself up for disappointment, blah, blah. After 2020, making plans of any kind feels ridiculous. But, if you don’t set goals, it’s unlikely you will achieve them. Herewith, a list of ten financial resolutions I hope some of you will…
This week, I’m tapping into the expertise of Denver Realtor Renee Cohen with Coldwell Banker. With such a hot market, it’s important to have all the information you need before you start your search (or list your home)! What goes on behind the scenes when there are multiple offers on a house and how…
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
