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 has been a rash of fraudulent unemployment insurance claims around […]
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 […]
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 […]
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 […]
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 […]
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 […]
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” […]
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 […]
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 […]
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 […]
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 […]
Last month we discussed how Americans are still overwhelmingly dissatisfied with their finances, despite record net worth and increased income. That conversation focused on spending, and how increased inflation in housing, groceries and other necessities has made those higher incomes feel insufficient. For people feeling the angst of the uncontrollable (interest rates, inflation, etc.), I […]
