Entries by David Morrison

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Facing Volatility

Over the last few years, we have faced a variety of challenges in the market. Times of stress spark the need for discussion, reassurance, and often, historical context. In 2013, we started the year worried about the impending fiscal cliff, and later watched as the market had its “taper tantrum” over uncertainty regarding the Federal […]

David Morrison

David Morrison

David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. Learn more about David here.

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The New Baby Financial Checklist

Congratulations, you are expecting an addition to your family! I have just one word for you – Ka-ching! Babies are expensive – we had 4 of them so I know this first hand. Here are some must-do tips for new parents. David MorrisonDavid uses Values Based Financial Planning to align your financial choices with your […]

David Morrison

David Morrison

David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. Learn more about David here.

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5 Ways to Dominate Your Taxes Next Year

Happy Birthday US Federal Income Tax! It was 1913 when Americans were first subject to a 7% Income Tax. Today, 100 years later, we are dealing with an enormously complicated and increasingly controversial income tax system. Now is the time to get ready for Tax Day on Tuesday April 15, 2014 when your income tax […]

David Morrison

David Morrison

David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. Learn more about David here.

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5 Good Ways to Simplify your Finances

Life is complicated. From the daily onslaught of media to the complexities of our calendars or even the incomprehensible instructions of how to get my smart phone to quit buzzing and beeping when I’m trying to sleep, we are faced with an increasingly difficult world. Complexity can also impact your financial life. We often hear […]

David Morrison

David Morrison

David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. Learn more about David here.

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Prosper On: The Value of Giving Thanks

I love technology. I’m geeky enough to get excited when the MicroCenter Computer catalog is waiting in the mailbox. But I was frustrated enough to contemplate smashing my @#$%^&! iPhone to bits recently. It was slow updating the map function and I missed an exit. Then when I pushed the magic Siri button and spoke […]

David Morrison

David Morrison

David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. Learn more about David here.

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The Swing State Advantage

With the 2012 presidential election less than a month away Coloradans are being inundated with political ads. They’re on TV, in the mail, on the phone and every other conceivable medium. As the tone of TV spots gets more and more shrill, I (and I never thought I would say this) actually miss “Dealin’ Doug” […]

David Morrison

David Morrison

David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. Learn more about David here.

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7 Money Musts for College Students

As the flurry of excitement winds down for those heading back to college, the realization starts to settle in: college is expensive. The costs don’t stop with tuition fees. From book costs to beer money, college can be a financial minefield for the uninitiated. Worse yet, on every corner there seems to be a willing […]

David Morrison

David Morrison

David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. Learn more about David here.

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Sudden Changes in Wealth

Colorado’s new favorite Olympian Missy Franklin has amazed us all with athletic feats that have made her a worldwide sensation. Her beautiful smile and contagious enthusiasm make Missy “The Missile” even more fun to watch. The four gold medals and one bronze won by this 17-year-old Regis Jesuit High School senior are an entrée into […]

David Morrison

David Morrison

David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. Learn more about David here.

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Manufactured Facts

Last week the Institute for Supply Management released their June Manufacturing Index that showed a contraction in US factory output. That brought to mind some important questions: We still have factories in the US? Wasn’t that all shipped to Mexican maquiladoras or Chinese sweatshops long ago? Our country still builds things? David MorrisonDavid uses Values […]

David Morrison

David Morrison

David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. Learn more about David here.

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Pomp and Circumstance

What do John F. Kennedy, Michael Dell, Barbara Walters and Will Ferrell have in common? All are known for giving famous college commencement speeches. Across the nation students are donning cap and gown to parade across a stage in front of proud friends and family. But before getting the coveted diploma, they must endure a […]

David Morrison

David Morrison

David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. Learn more about David here.

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