Addressing the National Debt – The Candidates’ Solutions

With just over a week until our next presidential election the political coverage is confusing and unrelenting. It all seems pretty complex, especially when it comes to figuring out the top-level stances and supporting details. At Prosperion Financial Advisors we believe in simplicity and clarity so we set out to understand the economic policies of both clients in an effort to make some sense of it all.

In looking at the candidate’s websites, one thing is clear – there isn’t much detail available. Fundamentally though, they have different visions for dealing with one of nation’s biggest challenges, the national debt.

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Greg Horstman

Greg Horstman

For the past 28 years, Greg has worked to provide clients with exceptional financial advice and strategic investment strategies. In the summer of 2009 he partnered with Craig and joined Prosperion Financial Advisors. His service and personal dedication to clients is second to none. Learn more about Greg here.

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Fiscal Cliff 101

Those who can explain complex ideas in simple ways always amaze me. That’s why I took an interest in the book “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money”, written by Carl Richards. He has the ability to simplify complex personal financial concepts with a drawing on the back of a napkin. This week I challenged myself to do the same with the impending “fiscal cliff”.

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Craig Arfsten

Craig Arfsten

As a Prosperion Advisor, Craig has the independence, support and resources to help clients with what he does best – listening to their stories, discovering their desires, and identifying their greatest financial risks, before developing a comprehensive approach to meeting those needs. Learn more about Craig here.

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The Swing State Advantage

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” the car salesman!

The political onslaught is primarily due to Colorado being a swing state – thought to be one of a handful of undecided states that will turn the election one way or the other. As a swing state, Colorado voters could change the course of the election and maybe even the future of our nation. This responsibility and opportunity to influence change and make a difference got me thinking – how else could Colorado be a swing state? In what other ways could we impact the future of our state and nation?

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David Morrison

David Morrison

David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. Learn more about David here.

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Highlights from the LPL Financial National Conference

The Prosperion Financial team readied our out-of-office replies last week and headed off to sunny San Diego for the LPL Financial National Conference. We weren’t alone. With close to 12,000 independent financial advisors from around the country, LPL Financial managed to draw a crowd of 2600 advisors and 1500 attendees from money management organizations, research groups and others within the company.

The topics were numerous and the time limited, so we spread out with each advisor picking his schedule. It felt like college again, hustling from one presentation to another in a huge, unfamiliar conference center. Eventually we all made it to one of the best speakers of the conference, James Cameron.

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Greg Horstman

Greg Horstman

For the past 28 years, Greg has worked to provide clients with exceptional financial advice and strategic investment strategies. In the summer of 2009 he partnered with Craig and joined Prosperion Financial Advisors. His service and personal dedication to clients is second to none. Learn more about Greg here.

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A Nation Re-energized

“Human innovation is the only natural resource we have.”
– Julian Robertson, Founder Tiger Management

Innovation and technology are causing dramatic shifts in America’s energy reserve estimates a recent research report from American Funds says.

Several entities, including the Department of Energy, now estimate the nation’s natural gas as so vast that it could be a game changer for the American economy, and a competitive advantage for many US companies if fully developed.

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Steve Booren

Steve Booren

Steve started his investment career in 1978 with the NYSE investment firm EF Hutton, working in the environment of a large investment company. Desiring to provide clients with unbiased investment advice, he founded Prosperion Financial Advisors. Learn more about Steve here.

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How to Go Paperless with LPL Financial

If you are interested in reducing the amount of LPL Financial and shareholder correspondence you receive in the mail, here are some helpful instructions for going paperless.

Please contact us if you currently do not have online access to your accounts through Account View or WealthVision™. We will gladly set you up to view your accounts online.

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Steve Booren

Steve Booren

Steve started his investment career in 1978 with the NYSE investment firm EF Hutton, working in the environment of a large investment company. Desiring to provide clients with unbiased investment advice, he founded Prosperion Financial Advisors. Learn more about Steve here.

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Manufactured Facts

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?

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David Morrison

David Morrison

David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. Learn more about David here.

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Volatility is the New Norm

Can you believe 2012 is half over? Wow, time moves fast.

As the books close on the second quarter of 2012 I’m comforted by a modest gain in most of the broad market indexes, but investors are learning to understand one thing: volatility is the new norm.

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Steve Booren

Steve Booren

Steve started his investment career in 1978 with the NYSE investment firm EF Hutton, working in the environment of a large investment company. Desiring to provide clients with unbiased investment advice, he founded Prosperion Financial Advisors. Learn more about Steve here.

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The Next Bull Market is Behind Our Wall of Worry

Investors are re-experiencing the old phrase, “every bull market climbs a wall of worry” this week. The media continue to bring down expectations and hope for investors. Around the world we read and hear about problems in Europe and slowing growth in Asia and other foreign markets.

But I think this “wall of worry” is blocking investors from seeing the road ahead – and potentially the start of the next bull market.
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Greg Horstman

Greg Horstman

For the past 28 years, Greg has worked to provide clients with exceptional financial advice and strategic investment strategies. In the summer of 2009 he partnered with Craig and joined Prosperion Financial Advisors. His service and personal dedication to clients is second to none. Learn more about Greg here.

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Reflections About Memorial Day

Memorial Day weekend is upon us and for many it signifies the official start to summer.  Originally called Decoration Day, the true meaning of Memorial Day is not burgers by the pool, but to remember and honor those men and women who have given their lives in service to our country. Officially declared by President Lyndon Johnson in May 1966, Memorial Day can trace its roots back to the Civil War and the remembrance of Union soldiers.

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Greg Horstman

Greg Horstman

For the past 28 years, Greg has worked to provide clients with exceptional financial advice and strategic investment strategies. In the summer of 2009 he partnered with Craig and joined Prosperion Financial Advisors. His service and personal dedication to clients is second to none. Learn more about Greg here.

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