It feels like a tale of two economies out there. On the one hand, headlines talk of lower unemployment claims and plenty of job openings. On the other hand, clients from experienced professionals to my teenaged kids are sending out…
The Oracle is not me. It’s always good to hear wise words from someone who has been there and done that. When world news seems ever more dire, you may be wondering how to handle your investments in the face…
A huge red flag when I’m talking to potential new clients is when they are upset at their current advisor about their returns. Especially when I hear things like, “I’ve been with this guy 2 whole years and haven’t made…
This month, I am going to rudely interrupt your sunny summer activities with a reminder that financial storms can always happen. However, to build emotional resilience against investment losses, it’s good to exercise your “I can ignore it and not…
It’s the time of year where summer plans are top of mind. Here are three reasonably affordable Colorado hot weather activities – whether you live here (as many of my readers do), or are drawn to the state for the…
A client math problem that I often work on goes something like this: Jeff and Mandy have a baby. Mandy just got a much deserved promotion with a fat raise and is eager to continue building on her career success. …
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