Tag Archive for: Steve Booren

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…

The Problem with Pessimism
With markets improving and the overall economy strengthening, why is everyone so negative about our country’s current financial state? By many measures, I believe our economy is far better than people’s sentiment toward it.
The last two…

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”…

Own or Loan? Equities vs. Bonds
With interest rates on the rise, we’ve had an uptick in people asking us about bonds and whether it makes sense to re-evaluate fixed income in a portfolio. For readers of my column, you might remember that I’m not a fan of bonds for one…

Quit Beating Yourself Up
Netflix has a new documentary chronicling the Bernie Madoff story. My wife and I aren’t the biggest TV watchers, but we started the series at the recommendation of a friend. If you haven’t heard the name, Madoff was the architect of arguably…

PRESS RELEASE: Steve Booren Recognized in Forbes as a 2023 Best-in-State Wealth Advisor
DENVER, Colo. — April 18, 2022 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 31 in Forbes’ 2023 Best-In-State Wealth Advisors list.
According to Forbes, the annual ranking spotlights the nation’s top-performing…

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…

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…

Are the Markets Singing a Familiar Tune?
Just over 50 years ago on January 11, 1973, while Carly Simon was on the radio singing her new number-one hit “You’re So Vain,” the S&P 500 closed at a then all-time high of $120.20. Unbeknownst to the U.S., many things were about…

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.

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.

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…

The Way Out of Inflation
Imagine the entire economic output of the United States is measured in apples. For the sake of simplicity, let’s say our country produced ten apples in 2021. Collectively, we had $10 to spend on those ten apples. As a result, each apple costs $1. Simple right?

My Formula for Building Wealth
Warren Buffett turned 92 on August 30th. Given his investment prowess and lifelong dedication to finance, it's incredible that most of his wealth (96%) was acquired after he turned 50. He attributes his success to a simple and salient truth:…

Overcoming Bear Market Mindsets
The S&P 500 is down about 24% as of October 3, 2022, effectively creating a new low for the year and placing it well within a bear market by the traditional definition of 20%. The NASDAQ is down about 33%, and the DOW is down about 20%.
Any…