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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. 
apples in a basket

Rising Dividends: The Ultimate Inflation Fighter

Two things should matter to retirees and near-retirees: income from investments, businesses, or social security, and how far that income goes to purchase goods and services. Taken in tandem, these elements will define the success of your…
man praying on top of mountain
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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…
piggy bank

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…
Spring Flowers

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…
Steve Booren named a Barron's Top Advisor
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Press Release: Steve Booren Recognized by Barron’s as a 2021 Top Financial Advisor

DENVER, Colo.— March 25, 2021 – Steve Booren, an independent LPL Financial advisor in Greenwood Village, has been recognized as one of the 2021 Top 1,200 Financial Advisors in America, as ranked by Barron’s. Booren, Founder of Prosperion…
Forbes Best In State Wealth Advisor Steve Booren
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PRESS RELEASE: Steve Booren Recognized in Forbes as a 2021 Best-in-State Wealth Advisor

DENVER, Colo. — February 11, 2021 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 34 in Colorado in the 2021 Best-In-State Wealth Advisors list published by Forbes.   According to Forbes, the annual list spotlights…
pathway to 2021

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…
Marquis displaying "The World is Temporarily Closed"

Improving Investor Behavior – Hindsight in 2020

They say hindsight is 20/20, and as we make the year 2020 hindsight, it's a good time to reflect. What did we learn? What surprised us? How can we use our past to make our future bigger and better? It was former Secretary of Defense Donald…
Capitol Building

What Are You Doing on November 4th?

Election Day, Tuesday November 3rd, is only a week away. While 2020 has been historic, it seems that everyone has a dramatic expectation of what will happen in the investment markets, as if it will be the "next" big 2020 disruption. This morning…
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Improving Investor Behavior: Keep Politics Out of Your Portfolio

With the election a short 45 days away, the news stream is unrelenting. Political TV ads, postcards, and of course those phone calls during the dinner hour - it’s an all-out media assault designed to convince you that if the “other guy”…
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Improving Investor Behavior: Blind Spots & Confirmation Bias

We talk a lot about perspective in this article. Our perspective is the lens through which we view the world. It is our way of framing everything we see and ultimately defines how we react to what life throws at us. We believe what we believe…
Friends enjoying a picnic in a New York park
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Getting Back to Better

My goal as a parent has always been to build a better future for my kids, and to give them opportunities that I didn’t have. Whether that’s financial, educational, personal, or whatever it may be. It’s an essential part of my “why.” I think deep down there’s a part of us that wants our kids to be better than we ever were. To me, that’s progress and hope. It’s an innate and immeasurable desire - to want our tomorrow to be better than our today.
Face mask made to look like the American flag

Improving Investor Behavior: An Unintentional Sabbatical

Has it been a month already? In some ways, this feels like the longest 30 days many have ever experienced. For others, it seems to have gone by way too quickly. When much of the world is committed to staying home and avoiding COVID-19, time…
Buttons to report a fire or call police
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Fire Drills and Why We Do Them

Every meeting we have with clients includes a line item on the agenda: Fire Drill.  What would you do if the market dropped significantly tomorrow? What would that look like for you? For years now it has felt like an unnecessary discussion…