barron's top financial advisors 2024
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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…
Forbes Best In State Wealth Advisor Steve Booren
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PRESS RELEASE: Steve Booren Recognized in Forbes as a 2023 Best-in-State Wealth Advisor

DENVER, Colo. — April 18, 2022 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 31 in Forbes’ 2023 Best-In-State Wealth Advisors list.   According to Forbes, the annual ranking spotlights the nation’s top-performing…
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…

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…
Steve Booren named a Barron's Top Advisor
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Press Release: Steve Booren Recognized by Barron’s as a 2021 Top Financial Advisor

DENVER, Colo.— March 25, 2021 – Steve Booren, an independent LPL Financial advisor in Greenwood Village, has been recognized as one of the 2021 Top 1,200 Financial Advisors in America, as ranked by Barron’s. Booren, Founder of Prosperion…
Forbes Best In State Wealth Advisor Steve Booren
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PRESS RELEASE: Steve Booren Recognized in Forbes as a 2021 Best-in-State Wealth Advisor

DENVER, Colo. — February 11, 2021 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 34 in Colorado in the 2021 Best-In-State Wealth Advisors list published by Forbes.   According to Forbes, the annual list spotlights…
Capitol building

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…
Emergency Exit Sign
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Improving Investor Behavior – Investing in Panic

A lot can change in 30 days. One short month ago, markets were knocking on the door of all-time highs, businesses were doing well, and Joe Biden was behind several candidates in the Democratic primaries. Oh, how things change quickly. Very…
Rollercoaster
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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.
Best in state wealth advisors
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PRESS RELEASE: Steve Booren Recognized in Forbes as a 2020 Top Wealth Advisor in Colorado

DENVER, Colo. — January 30, 2020 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 26 in Colorado in the 2020 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights…
From Clutter to Clarity Workshop
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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…
2016 Taught Us These Things
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2016 Taught Us These 3 Lessons

If 2016 has taught us anything, it is to expect the unexpected. So as we wrap up a rollercoaster of a year, I find myself looking back to three surprises and the lessons they taught us. In the same way the bottom of a cup is revealed only when the liquid is quickly stirred, sometimes it takes a whirlwind of the unexpected to remind us of a few simple truths.

“Revolution” by Brian Westbury

"Elections have consequences and the impact on U.S. economic policy of last week’s election will be enormous. We’re sure we’ll be writing about all of these issues in much greater depth over the next several months, but, for now, here’s…
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The Fear of Uncertainty and the Uncertainty of Fear

“We have nothing to fear, but fear itself.” With those words FDR accepted the presidency of the United States in 1933 during one of the most turbulent times in American history. Lesser known are the words that surround that key sentence.

Election Letter from Burt White, Managing Director of LPL Research

"Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of Congress. This outcome marks…