Steve Booren

News Release: Steve Booren Leads Session at LPL Financial National Conference

GREENWOOD VILLAGE, Colo. - Aug. 31, 2016 - Steve Booren, owner and founder of Prosperion Financial Advisors, recently attended LPL Financial's Focus 2016, one of the financial industry's premier events and the largest annual conference hosted…
Role of a Fiduciary
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The Role of a Fiduciary – Putting Your Interests First

As many of you have undoubtedly heard, regulatory changes are coming to the finance industry pertaining to “fiduciary standards” and the obligations we have as financial professionals with respect to retirement accounts. Let me be clear: we embrace these changes as we serve as a fiduciary for your money in advisory relationships, just as I believe we always have.

Brexit – What Is It and What Should I Do?

All the news about Brexit reminds me of how the media spins stories, how bad investor behavior can cause investors to hurt themselves, and how wise investors should be grateful for volatility. It reminds me of the uncertainty in 1987, when financial markets fell “due to computers”. Brexit, Ebola, Sarin, you name the scare – volatility can create opportunity for wise investors. That brings us to the latest panic: Brexit. The real question is what does it mean, how will it impact me, and what should I do?
IRS Scam Alert

Scam Alert: Courtesy of Cary Johnson

Government Agencies will not contact you via telephone or E-mail to settle an outstanding issue, including any payment or fee! The IRS scam calls have never gone away. Now, however, the calls are supposedly coming from the U.S. Treasury Department…
Jefferson County DA
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PRESS RELEASE: DA Welcomes Prosperion Financial Advisors as New Community Partner

(Golden, CO – August 11, 2015)  Prosperion Financial Advisors joins with the First Judicial District Attorney’s Office in providing vital crime prevention services to seniors in our community. Prosperion Financial Advisors donated $10,000…
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Outlook 2015: In Transit

Since the wind-down of the Great Recession in early 2009, the latest economic expansion has certainly delivered the goods and rewarded investors’ mailboxes with six consecutive calendar years of positive gains for stocks. “Neither snow nor…

2014: The Year in Review As we wrap up yet another year of incredible progress we want to take a moment to look back over the events of this past year. Experience reminds us this exercise is crucial to maintaining a long-term…
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Press Release: Sybil Praski Among Financial Advisors Attending Barron’s Top Women Advisors Summit

Exclusive Conference Hosts Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers PALM BEACH — Sybil Praski of Prosperion Financial Advisors attended the seventh-annual Barron’s Top Women Advisors Summit,…
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Mutual Fund Capital Gains Distributions: Frequently Asked Questions

In December of last year, many mutual funds made end-of-year capital gains distributions for the first time in several years. Since investors have grown less accustomed to capital gains distributions, the distributions differ from the dividend…
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Outlook 2014 – LPL Financial

Portfolios Over Policy A farming almanac is an annual publication containing a guide for the coming year and a forecast of the times and statistics of events and phenomena important to growing. Farmers' almanacs have been a source of wisdom,…
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Mid-Year Outlook 2013 – LPL Financial

Investors’ Trail Map to the Markets The investment landscape for the first half of 2013 has proven to be a tough one to navigate. And, LPL Financial Research believes the second half of this year will best essay writing service reviews be…

Debt Ceiling 101

Here we go again! We just avoided the fiscal cliff and now we’re headed for the debt ceiling. Misinformation and half-truths are the headlines of the day as the political rhetoric rises. So in this Prosper On I want to set the record straight.
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Prosper On: 2012 Wrap Up Rather than provide the standard yearly wrap up, I thought it would be best to address the two most frequent questions I’ve been receiving. First, what was surprising about 2012? Second, what’s…

Prosper On: The Year-Long Hangover – Tax Changes for 2013 American taxpayers will have more than just a hangover to deal with come January first. With new tax laws taking effect at the start of 2013, even the non-party goers could be feeling the pain. These…

The Day After Tomorrow The next 24 hours are going to be crazy. Six months of fierce politicking and advertising all comes down to this one day - election day. With the election wrapping up and a new president stepping…