Tag Archive for: Millenials & Young Professionals

meeting mr market

Meeting Mr. Market

What would it look like to have a conversation with “The Market” (the embodiment of the S&P 500)? What knowledge might we learn from this nebulous thing if only we could ask it? Let's find out.
charlie munger
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A Study in Curiosity, Simplicity, and Gratitude

On occasion, someone pursues a deeper understanding of what drives markets and investors. Charlie Munger, the late vice chairman of Berkshire Hathaway and Warren Buffett’s lifelong business partner was one of them.
tree standing alone in a field

Compounding Quietly

Compounding growth, whether in nature or finance, is similar: enough time can bring impressive results. Seemingly every few years, a familiar story is published. A quiet person from a forgotten town, typically with little or no education and a low paying job, accomplishes the unusual.
barron's top financial advisors 2024
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PRESS RELEASE: Steve Booren Recognized as One of America’s Top Financial Advisors by Barron’s

Denver, Colo. — March 25, 2024 – Steve Booren, an independent LPL Financial advisor in Greenwood Village, Colorado, has been honored as one of Barron’s 2024 Top 1,200 Financial Advisors in America, an initiative to connect investors to…
woman exercising

Don’t Overthink It

With January behind us, how are your New Year’s resolutions going? Mid-February is typically when gym attendance returns to normal, as people remember how hard it is to maintain healthy habits. But goals aren’t limited to the gym; many make…
coffee and pad of paper
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45 Years, 25 Lessons

A few weeks ago I attended the retirement party of someone I’ve called a dear friend for over 49 years. Long ago, we were both young financial advisors chasing similar career paths. We even migrated to independent businesses around the same…
fortune teller sign

Forecasting: An Illusion of Knowledge

Have you ever tried shaking one of those magic eight balls found in the toy aisle? You know the gist: Ask a random but important question like, “Will the Broncos win the Super Bowl this year?” Then get a generic answer like, “Ask again…
scale in a window

Financial and Time Independence: What’s Your Score?

My business coach, Dan Sullivan, often speaks of freedoms. It’s his belief that entrepreneurs create and own businesses primarily for the freedom to conduct business in their own unique way. They often aren’t seeking freedom “from”…
wright brothers

Two Lessons from History

As a child, I found history class to be an insufferable bore. The study of people well before my time in circumstances far different than anything I would likely encounter seemed like an act in futility. But age brings wisdom, and as a chronologically…
brooklyn bridge
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The Balance of Trust and Anxiety

At the time of its construction, the Brooklyn Bridge was one of the largest structures the world had ever seen. Opening in 1883 to connect Brooklyn with Manhattan, it was twice the size of any other suspension bridge. But the then-modern marvel…
Capitol Building

The SECURE Act 2.0 Proposes Several Changes to How Americans Save for Retirement

The SECURE 2.0 Act aims to expand retirement savings options for Americans. It includes provisions such as increasing the age for required minimum distributions, allowing long-term, part-time employees to participate in 401(k) plans, and creating…
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Bullish on Humility, Gratitude, and Discipline

It has been a year for humility as many of the traditional methods of managing risk inside portfolios have been taxed. It has been a year of consciously focusing on gratitude for all that we have and all that has gone well. It also has been a year where the value of our disciplined commitment to planning has never been more highlighted. 
conversation at sunset

Focus on the “Personal” in Personal Finance

One of my favorite sayings is that personal finance is far more personal than it is finance. Simple math would tell you the wisest course of action is putting extra cash to work in the market, but the best advice isn’t always driven by cold hard math.
rail yard

The “Personal” in Personal Finance

During a recent new client meeting, we had a couple tell us they had purchased property in north Denver several years ago. What was once a run-down area in the stockyards has now become a hot market, with development skyrocketing as the neighborhood reinvents itself.
Campbells Chicken Noodle Soup
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Growing Our Way Out of Inflation

With fall in full swing and snow adorning the mountain tops, I turn to a classic dish for a little winter comfort: Campbell's Tomato Soup. First introduced in 1895, the can would don its familiar red and white label in 1898 after an executive…