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Improving Investor Behavior – Feeling Confident? Are You Sure?

I’ve contributed to the Denver Post monthly for a while now, and I’m grateful for readers who have reached out to me with thoughts, comments, and questions. Some about my writing, the market, and broader topics like the meaning of wealth…
contractors working on a house

How Do You Measure Your Wealth?

How do you measure your wealth? Most people assume there are two typical ways. The first is a simple money calculation that takes everything you own, subtracts everything you owe, and that formula gives you your net worth. Simple. Others say wealth is not a measure of the money one has but of the intangibles such as relationships, time, health, etc. 
apples in a basket

Rising Dividends: The Ultimate Inflation Fighter

Two things should matter to retirees and near-retirees: income from investments, businesses, or social security, and how far that income goes to purchase goods and services. Taken in tandem, these elements will define the success of your…
man praying on top of mountain
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Improving Investor Behavior – Deciding on Enough!

At a party given by a billionaire on Shelter Island, the late Kurt Vonnegut informed his friend author Joseph Heller that their host, a hedge fund manager, had made more money in a single day than Heller had earned from his wildly popular…
box of chocolates
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Many Americans Face a Bitter-Sweet Early Retirement. What Should They Do?

He was sitting on a bus stop bench outside a tranquil park, wearing a khaki suit, checkered blue shirt and sneakers. A plain white box rested on his lap when he greeted a stranger and offered her a chocolate saying, “My Mama always…
Craft Brewery

Craft Beer & Why You Need a Financial Advisor

On sunny afternoons, my wife and I enjoy finding a patio at a local brewery to enjoy a cold beverage and play card games. Our favorite spot is Living The Dream Brewing in Highlands Ranch (Drink Local!). When there, I suggest trying one of their…
Baseballs

It’s baseball season! What inning is your financial life in?

“Every day is a new opportunity. You can build on yesterday’s success or put its failures behind and start over again. That’s the way life is, with a new game every day, and that’s the way baseball is.” – Bob Feller  Bob Feller,…
Danny Kellogg
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Why Am I Here?

Why am I here?  Well, there’s an existential question for reflection.   I pose this question not to discuss the meaning of our lives, but instead to share why I chose to join Prosperion Financial Advisors and build a practice as…
single tree

Improving Investor Behavior: Where are all the Good Investments?

Read any financial website, and you'll find a common thread among the headlines: the market is overvalued. By several historical measures, the stock market appears to be ahead of itself. Valuations are high, and value-focused investors like…
kids running

Five Moves To Get Your Kids On The Right Foot Financially

As parents, there’s so much we want our kids to learn: right from wrong, how to be confident, how to serve others—and how to be wise with their money. Regardless of our kids’ eventual career path, we hope they can attain financial security…
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How To Manage Your Finances Coming Out Of A Recession

Recessions have a way of making us second-guess all of our financial decisions. The uncertainty of future employment or the loss of savings in a financial downturn may cause some to doubt the validity of the basics of sound financial management. However,…
Contractors install siding

Improving Investor Behavior: Sometimes Nothing is the Hardest Thing to Do

The United States has embarked on a historic economic experiment. Initially, $1.9 trillion was borrowed by our government to fund the American Rescue Plan (ARP). So far, the government has committed more than $5 trillion to support our nation…
piggy bank

5 Important Actions To Take During Financial Literacy Month

Happy Financial Literacy Month! Financial literacy is the ability to understand your comprehensive financial situation and make effective, optimal decisions using all the financial resources you have available. Financial literacy is a lifelong…
Spring Flowers

Improving Investor Behavior: This Spring, Grow Your Garden and Your Finances

Spring puts me in a mood to organize the yard. It's nature's way of encouraging people to clean out the clutter and ready the garden for new growth. This approach is a good way to view your finances as well. Take a step back and look at your…
Spring Flowers

I Didn’t Claim Unemployment Insurance….Why Did I Receive This Card?

A notice from the Department of Labor arrived last week saying that I had filed for unemployment, which is weird, because I had not fired myself! After making sure I was, in fact, still part of my team, I discovered what was going on.  There…