Take it from us, we are honored to have very intimate, fragile conversations with clients like you every single day. And if you’ve been a part of those conversations, you know that it can be very emotional.
Sometimes we think myopically that money is just about numbers—it’s spreadsheets and calculators. All we need to do is be completely rational and figure out how to get the most out of an investment. But that’s not all money is.
You may have heard the phrase: “Personal finance is a whole lot more PERSONAL, than it is finance.” There is so much truth in those words.
John started his investment career in 2012 after graduating from Colorado State University with a bachelor’s degree in Financial Planning. His desire is to provide care and guidance for individuals and families through all aspects of their financial life. Learn more about John here.
https://prosperion.us/wp-content/uploads/2017/07/3zxjhb8caxe.jpg7201280John Boorenhttps://prosperion.us/wp-content/uploads/2017/02/whitelogosized.pngJohn Booren2017-07-20 14:12:542017-07-25 09:07:05For These Financial Areas, Emotion is More Important Than Logic
I recently came across an article titled, “Warren Buffet invests like a girl.”As a female financial advisor, I wasn’t sure if that was a compliment or jab.
Reading deeper into the article- they explain women, like men bring some gender-linked qualities to investing that can actually help.Women tend to do their research, invest calmly, and exercise patience.These are all great attributes to sticking to a long term plan.
As a mother and business owner, she knows life can get busy and is full of distractions. However, financial success doesn’t happen without some meaningful planning first. No matter your stage of life, she will help you connect with your goals and craft a roadmap to pursue financial independence
Nelisha has 13 years in the financial services industry. She began her career at Edward Jones in 2004 then moved her practice to LPL in 2007 where she worked primarily out of the Coors Credit Union providing advice to their membership base.
She’s married to a Colorado native and is mother to two young Daughters, Addison and Eden. They love to spend time in the great outdoors hiking, skiing, and camping to name a few.
https://prosperion.us/wp-content/uploads/2017/07/tvbaale3jqw.jpg7201280Nelisha Firestonehttps://prosperion.us/wp-content/uploads/2017/02/whitelogosized.pngNelisha Firestone2017-07-20 14:08:162017-07-20 14:21:11Ladies, Use These Tips to Give Your Financial Confidence a Boost
It’s a fair question and one we’ve heard a lot lately with the DOW and S&P continuing to push into record territory. Our little bull market has grown up and is about to start third grade. We’re due for a correction right?
Maybe. Maybe not.
Our crystal ball is broken, and as our friends in the compliance department like to remind us, past performance is not indicative of future results. Looking out at the world today gives me plenty of reasons to be optimistic about the market. Combine this positive perspective with a steady approach to investing, a healthy understanding of volatility, and our belief continues to be one of consistent habits and a calm attitude.
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.
https://prosperion.us/wp-content/uploads/2017/04/2017-05-22-03.19.18-pm.png559993Steve Boorenhttps://prosperion.us/wp-content/uploads/2017/02/whitelogosized.pngSteve Booren2017-04-10 15:13:232017-05-22 16:03:35With Markets at All-Time Highs, is Now a Good Time to Invest?
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.
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.
https://prosperion.us/wp-content/uploads/2016/12/2016_Taught_Us_screenshot.png477852Steve Boorenhttps://prosperion.us/wp-content/uploads/2017/02/whitelogosized.pngSteve Booren2016-12-15 19:15:162017-03-10 13:21:272016 Taught Us These 3 Lessons
On November 29th, the oldest living person in the world, Emma Morano will turn 117. Based on my research she is the last living person to have been born in the 1800s. While some people might marvel at all she’s seen and been through, I ‘m curious about what she did during her more than 50 years in retirement.
With life expectancies continuing to grow, from about 69 in 1970 to almost 79 in 2012 here in the U.S., this examples illustrates my point: I think the traditional picture of retirement will look very different in the coming years. Palm trees and Pina Coladas are fun for a little while, but 50 years of it would surely drive many of you insane.
With our dividend strategy we aim to keep checks coming for clients, because we believe in a steady growing income. But there are two other “paychecks” I encourage clients to pursue as well.
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.
https://prosperion.us/wp-content/uploads/2016/11/3_Keys_Modern_Retirement.png477850Steve Boorenhttps://prosperion.us/wp-content/uploads/2017/02/whitelogosized.pngSteve Booren2016-11-28 19:03:432017-05-22 15:03:56The 3 Paychecks of a Modern Retirement
Introducing Prosperion Planning, the new service from Prosperion Financial Advisors. Learn more at www.prosperionplanning.com
We built Prosperion Planning specifically to help younger families get on the road to financial independence. A service to help them during a time in their lives when making small choices may add up to a big impact. We wanted to make it accessible, valuable, and affordable so it fits within a monthly budget, just like Netflix or a gym membership.
We learn about their needs and priorities and provide advice specifically for their situation. Whether it’s adding to the family, changing jobs, building a business or any number of complicated life decisions, we’re there to help guide them through each turn that life takes.
John started his investment career in 2012 after graduating from Colorado State University with a bachelor’s degree in Financial Planning. His desire is to provide care and guidance for individuals and families through all aspects of their financial life. Learn more about John here.
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.
“So, first of all, let me assert my firm belief that the only thing we have to fear is fear itself—nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance. In every dark hour of our national life a leadership of frankness and vigor has met with that understanding and support of the people themselves which is essential to victory.”
But human nature is a funny thing. As a society we tend to be emotional and sensitive to fear. Fear preys on our emotions, which in turn have the power to overrule logic, reason, and even common sense.
Putting aside fear is not an easy thing to do, especially faced with the uncertainties of modern life. But if we can, a different story emerges. Read more →
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.
https://prosperion.us/wp-content/uploads/2016/11/the_fear_of_uncertainty.png425760Steve Boorenhttps://prosperion.us/wp-content/uploads/2017/02/whitelogosized.pngSteve Booren2016-11-11 21:55:492017-03-10 13:40:39The Fear of Uncertainty and the Uncertainty of Fear
As a financial advisor I often see clients with regret. For some investors it’s the regret of missing out on big gains. For others, the regret of taking part in big losses.
Regret is a powerful emotional force that has the potential to shape investing strategies and mentalities. When I think about how regret ties into investing, I believe it really comes down to minimizing regret wherever possible.
But is that a good framework for other decisions in life?
Nearly every decision in life involves some sort of give and take, some sort of risk. And I think it is our human nature to minimize this risk. But there is such a thing as a good risk.
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.
https://prosperion.us/wp-content/uploads/2016/11/the_value_of_regret.png424757Steve Boorenhttps://prosperion.us/wp-content/uploads/2017/02/whitelogosized.pngSteve Booren2016-11-04 18:54:352017-05-22 15:03:32The Value of Regret
There are millions of words written every day about the economy, the direction of the financial markets, investment advice, and so on, yet no other topic gets as much attention as the concept of “retirement”. When you think about it, it should get attention.
Investors spend their entire working career saving and planning for this phase in life. While we prefer the phrase, “making work a choice” (no one likes thinking about reaching the end of their usefulness) we know many people struggle to understand key issues of retirement. So today we want to cover three main areas.
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.
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.
https://prosperion.us/wp-content/uploads/2016/04/5_red_flags_of_scams.png424758Steve Boorenhttps://prosperion.us/wp-content/uploads/2017/02/whitelogosized.pngSteve Booren2016-04-19 20:24:002017-03-14 11:03:30The 5 Red Flags of Scams
