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The Swing State Advantage

https://www.youtube.com/watch?v=afXhRXQaCk8 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…
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4 Financial Tips to Teach Your Kids

https://www.youtube.com/watch?v=6T6hP9HSsmM When I meet someone with good money habits it’s usually because they have someone important in their life, a family member or friend, who took the time to share their financial values and experience.…
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7 Money Musts for College Students

https://www.youtube.com/watch?v=K4LNvy9FfbU As the flurry of excitement winds down for those heading back to college, the realization starts to settle in: college is expensive. The costs don’t stop with tuition fees. From book costs to…

The Italian Job

https://www.youtube.com/watch?v=3uXXkefEhpU As financial advisors we have the good fortune of working with people and their families at a very personal level. I often hear personal stories, some of which are very inspirational and insightful.…

Sudden Changes in Wealth

https://www.youtube.com/watch?v=GWOFv8i_-q8 Colorado’s new favorite Olympian Missy Franklin has amazed us all with athletic feats that have made her a worldwide sensation. Her beautiful smile and contagious enthusiasm make Missy “The Missile”…
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Perspective is Everything

The daily noise of stock updates and news can be confusing. Rather than educating investors, it can distract and mislead those who pay too much attention to it. That’s especially true in today’s global economy and markets. I’ve been an…
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Seven Steps to a Responsible Financial Game Plan

Of the 11 million homeowners who owe more on their homes than the home is worth, approximately 6.5 million have never missed a payment reported Dale Westhoff of Credit Suisse Group AG. Meanwhile subprime borrowers who received mortgage modifications…