ideal client, denver financial advisor

Who is the ideal client?

I recently watched a training video from Lucila Williams, principal of The Intentional Advisor, a coaching service for financial advisers.  In it, she shows a system for identifying your ideal client.  To me, this seems at least as important as describing yourself in the old elevator speech.   The Elevator Speech If you are a…

maturity bond funds, denver financial planner

Defined Maturity Bond Funds: A New(ish) Investment Option

In times of uncertainty (rising interest rates, tariff wars), investors understandably want predictability, even if it means sacrificing return.   Cash (savings accounts, money markets) offer stability, but not much interest.  For people who are working, I suggest you keep 3-6 months of expenses in cash for emergencies and invest the rest for longer term…