Late last week the senate passed and the President signed the CARES stimulus package designed to, among many things, curb the financial turmoil created in the wake of the Coronavirus. This $2.2 trillion, 800+ page legislation offers meaningful help to investors, business owners, and those directly impacted by layoffs or the virus. Using several sources […]
As I’m sure many of you are aware, this past week has been a difficult one for investors. The broad market indices have seen swift and dramatic drops, leaving many scared, confused, and upset.
Make no mistake; it is moments like these that define all of us as investors. Fear is an emotion, and one that can quickly snowball into an all-out panic. We’ve often said your behavior as an investor will ultimately have a far greater effect on your outcome than when or how you are invested. This is one such moment.
As financial advisors we’re constantly advocating for investors to maintain a long-term view. We consider it to be fundamental, not only as an example of good investor behavior, but as a way of minimizing the emotional toll of “riding the rollercoaster”.
But what does it mean to have a long-term perspective? How long is long enough?
Author & LPL Financial Advisor, Steve Booren, will host a conversation and book signing event at the Tattered Cover at Aspen Grove in Littleton.
As women we are no strangers to stress. We juggle countless plates, everyday, often at the same time. So we’ve created a workshop series by women, for women, built just for you.
David Morrison and Prosperion Financial Advisors were the title sponsor for the 2018 4GenNow Conference held at the CU Denver South Campus.
By Michelle Santaferro, organizing expert and owner of Organomics Like many during this time of year, you may have found certain documentation painful to retrieve and scattered in several locations. But there’s good news: you can create a system to quickly file and find anything you need financially. Let’s look at the steps you can […]
Are you drowning in data? How can you conquer the clutter? Join Michelle Santaferraro from Organomics for a workshop on organizing the chaos, simplifying the storage, and streamlining your system for dealing with paper.
The right move can make a huge difference in your Social Security and Medicare benefits. If you’re 60-65 and approaching retirement, you need to see this. Watch Tim Lenz speak on Social Security, followed by Dave Suplinski on Medicare.
Now that the ink has dried on tax reform, join us for an updated presentation with Jay K. Dahl, CPA. He’ll cover the unexpected items that did and did not make it into the final legislation.
5 Important Actions To Take During Financial Literacy MonthApril 21, 2021 - 2:30 pmHappy 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 learning process. It is not something you can learn from a single book or course, and even professionals who have degrees in […]
