Entries by Administrator

,

PRESS RELEASE: Steve Booren Recognized as One of America’s Top Financial Advisors by Barron’s

Denver, Colo. — March 25, 2024 – Steve Booren, an independent LPL Financial advisor in Greenwood Village, Colorado, has been honored as one of Barron’s 2024 Top 1,200 Financial Advisors in America, an initiative to connect investors to the best wealth management professionals in their area. Booren, Founder of Prosperion Financial Advisors was recognized as […]

Medicare 101: Understanding Your Options & Eligibility

Navigating the complexities of Medicare is both a necessity and a burden. A variety of coverage options, pricing, and public/private coverage can leave people feeling uncertain and discouraged. With such an important choice, how can you be sure you’re choosing the right coverage? Prosperion recently hosted a webinar with Jenna Padilla of Integrity Health Advisors. […]

Discovering & Upholding Your Values:Decisions About Care & Housing

As we age asking for help can be a challenging decision, especially when exploring options for housing and care in later years. Evaluating choices, determining costs, and reflecting on the ability to handle everyday tasks are questions few of us enjoy. What do you value about the way in which you currently live? What values […]

,

PRESS RELEASE: Steve Booren Recognized in Forbes as a 2022 Best-in-State Wealth Advisor

DENVER, Colo. — April 18, 2022 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 39 in Colorado in Forbes’ 2022 Best-In-State Wealth Advisors list.   According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention and assets under management. View the […]

Highlights of the CARES Act

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 […]

,

A Note to Clients on Virus Volatility

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.

, , ,

The Decade in Review

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?

Workshop Series: Get Fed

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.

4Gen Now Conference

David Morrison and Prosperion Financial Advisors were the title sponsor for the 2018 4GenNow Conference held at the CU Denver South Campus.

,

From Clutter to Clarity: What to Toss and What to Keep

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 […]

Workshop: From Clutter to Clarity

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.