Improving Investor Behavior – Feeling Confident? Are You Sure?
I’ve contributed to the Denver Post monthly for a while now, and I’m grateful for readers who have reached out to me with thoughts, comments, and questions. Some about my writing, the market, and broader topics like the meaning of wealth…
How Do You Measure Your Wealth?
How do you measure your wealth? Most people assume there are two typical ways. The first is a simple money calculation that takes everything you own, subtracts everything you owe, and that formula gives you your net worth. Simple. Others say wealth is not a measure of the money one has but of the intangibles such as relationships, time, health, etc.
Improving Investor Behavior – Deciding on Enough!
At a party given by a billionaire on Shelter Island, the late Kurt Vonnegut informed his friend author Joseph Heller that their host, a hedge fund manager, had made more money in a single day than Heller had earned from his wildly popular…
Many Americans Face a Bitter-Sweet Early Retirement. What Should They Do?
He was sitting on a bus stop bench outside a tranquil park, wearing a khaki suit, checkered blue shirt and sneakers. A plain white box rested on his lap when he greeted a stranger and offered her a chocolate saying, “My Mama always…
Craft Beer & Why You Need a Financial Advisor
On sunny afternoons, my wife and I enjoy finding a patio at a local brewery to enjoy a cold beverage and play card games. Our favorite spot is Living The Dream Brewing in Highlands Ranch (Drink Local!). When there, I suggest trying one of their…
It’s baseball season! What inning is your financial life in?
“Every day is a new opportunity. You can build on yesterday’s success or put its failures behind and start over again. That’s the way life is, with a new game every day, and that’s the way baseball is.” – Bob Feller
Bob Feller,…
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…
Five Moves To Get Your Kids On The Right Foot Financially
As parents, there’s so much we want our kids to learn: right from wrong, how to be confident, how to serve others—and how to be wise with their money. Regardless of our kids’ eventual career path, we hope they can attain financial security…
How To Manage Your Finances Coming Out Of A Recession
Recessions have a way of making us second-guess all of our financial decisions. The uncertainty of future employment or the loss of savings in a financial downturn may cause some to doubt the validity of the basics of sound financial management.
However,…
5 Important Actions To Take During Financial Literacy Month
Happy Financial Literacy Month! Financial literacy is the ability to understand your comprehensive financial situation and make effective, optimal decisions using all the financial resources you have available. Financial literacy is a lifelong…
Improving Investor Behavior: This Spring, Grow Your Garden and Your Finances
Spring puts me in a mood to organize the yard. It's nature's way of encouraging people to clean out the clutter and ready the garden for new growth. This approach is a good way to view your finances as well. Take a step back and look at your…
Improving Investor Behavior – Progress and Perspective
Headlines would have you believe COVID has left Americans in financial tatters, but when looking at the broad data, I can't make the same conclusion.
Make no mistake, COVID and the resulting restrictions have left a great many people…
How Women Business Owners Can Save For Retirement And Reduce Taxes
Women are expected to live another 21 years after retiring at age 65––three years longer than their male counterparts. Despite this fact, women are shockingly ill-prepared for retirement, having fewer investments and less money saved on…
What I Do & How I Help
Planning is a part of life. We plan our days, our years, our vacations, our careers…the list goes on. It’s easy to get so caught up in the day-to-day planning and focus only on what’s in front of us that we forget to do the most important…
It’s A New Year! Is It Time To Reevaluate Your Financial Plan?
A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. And after the year we just had, a fresh start is just what we need. As you transition…