Prosper On: 2012 Wrap Up
https://www.youtube.com/watch?v=mKp9VPolgsE
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…
Get Fiscally Fit for 2013: Part 2
Last week my partner Greg Horstman listed ten areas to review before 2012 comes to a close. This week, let’s turn our focus to 2013 and explore some habits worth adopting for the New Year.
Get Fiscally Fit: Year-End Checklist Part 1
https://www.youtube.com/watch?v=8EBgOzN5bzE
It’s that time of year again – time to count our blessings, spend time with our families and commit to hopping on the treadmill. But as you wrap up 2012, consider getting fiscally fit too! We…
Prosper On: The Year-Long Hangover – Tax Changes for 2013
https://www.youtube.com/watch?v=ompfgL6eH8c
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…
Prosper On: The Value of Giving Thanks
https://www.youtube.com/watch?v=kZ0NvVdwihw
I love technology. I’m geeky enough to get excited when the MicroCenter Computer catalog is waiting in the mailbox. But I was frustrated enough to contemplate smashing my @#$%^&! iPhone to bits…
Fiscal Cliff 101
https://www.youtube.com/watch?v=hEh-ULzFVkU
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…
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…
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.…
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”…
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…
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…
