Bird Watching and the Emperor’s Robe

https://www.youtube.com/watch?v=DOfH9-BQEQA We create and communicate ProsperOn’s to deliver timeless, valuable wisdom to our clients, with the hope to provide greater clarity, capability and confidence. In other words to help people be better…
Good in the Gray
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The Good in the Gray

https://www.youtube.com/watch?v=SEV_69hNRAw It is fascinating to watch and listen to the narrative of media within our country. We have a tendency to take sides on any given issue, resulting in a constant battle between good and evil, black…
Tune Out the Noise

What the Wright Brothers Taught Us About Government Innovation

https://www.youtube.com/watch?v=_3db0Ch5A4M “Human flight by a machine will occur between one million and ten million years from now,” estimated the New York Times on October 9, 1903. Coincidentally, on that very day, Orville Wright wrote…

What Postage Tells Us About Inflation

https://www.youtube.com/watch?v=mqqNHCXjgAw July 17, 2015 is the 40th anniversary of the linkup between America and the Soviet Union in outer space. This was an amazing feat back in 1975, considering the Cold War had not yet even ended; rather…
Jefferson County DA
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PRESS RELEASE: DA Welcomes Prosperion Financial Advisors as New Community Partner

(Golden, CO – August 11, 2015)  Prosperion Financial Advisors joins with the First Judicial District Attorney’s Office in providing vital crime prevention services to seniors in our community. Prosperion Financial Advisors donated $10,000…
Tune Out the Noise
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Mid-Year Outlook 2015: Some Assembly Required

Few things can dampen the excitement of seeing the delivery of a long awaited package on the porch than three words — “some assembly required.” Whether it is navigating the confusing instruction manual, sweating through the complicated…

Confusing Volatility and Risk

https://www.youtube.com/watch?v=YQrmzEwo_Cg I believe it is imperative for investors to understand the difference between volatility and risk. Though often used synonymously, these are two very distinct ideas. We think success can be increased…
The lIfeblood of Advancements and Progress

The Lifeblood of Advancements & Progress

https://www.youtube.com/watch?v=rWRjwiR_edU When I evaluate companies for investment there’s always one character trait I look for, disruptive innovation. These troublemaker companies aren’t content with the status quo and dare to be…
When will the market correct?

When Will the Market “Correct”?

https://www.youtube.com/watch?v=1E0C6NNrnY4 March 9th, 2015 marks the sixth anniversary of the end of the last market correction. That day the Standard & Poor’s 500 ended at 676.53 versus today’s closing level of 2,100. But the significance…
Challenges Facing Women Investors

The Biggest Challenges Facing Women Investors

As a female advisor for 31 years now, I have experienced first-hand the unique challenges facing these women which often center around three important areas: their parents, their children, and themselves.
Time to Back Up the Truck

Time to Back Up the Truck?

https://www.youtube.com/watch?v=WKg3ISoM1zs Ever heard the phrase “Back up the truck”? It’s a slang term among professional investors referring to the purchase of a large position in a stock or other financial asset. Typically this…
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Outlook 2015: In Transit

Since the wind-down of the Great Recession in early 2009, the latest economic expansion has certainly delivered the goods and rewarded investors’ mailboxes with six consecutive calendar years of positive gains for stocks. “Neither snow nor…

2014: The Year in Review

https://www.youtube.com/watch?v=QlTdNYr0GI0 As we wrap up yet another year of incredible progress we want to take a moment to look back over the events of this past year. Experience reminds us this exercise is crucial to maintaining a long-term…
The Towel Over the Treadmill Approach
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The “Towel Over the Treadmill” Approach

https://www.youtube.com/watch?v=Lfawd_krr_E In the book Thinking, Fast and Slow  author Daniel Kahneman famously describes how people are generally loss averse when it comes to money decisions: “Losses loom larger than gains.  The…
Tune Out the Noise

Tune Out the Noise

https://www.youtube.com/watch?v=Jz3NrCavLws Have you ever noticed how noisy the media is when it comes to finance, investments, or even your retirement? I often have a news program on - but usually have the sound turned to “mute.” That’s…