Optimize your tax strategy across both your personal and business accounts
Financial Advice & Planning for
Financial Advice for Business Owners
https://prosperion.us/wp-content/uploads/2018/05/zjaglnglxik.jpg 720 1280 Steve Booren https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Steve Booren2018-05-18 12:34:312018-05-18 12:34:31Renegotiating with our Business Partner, Donald Trump
Imagine you have a business relationship with a partner. You work and run the business, and take home 65 percent of the profits for your efforts and your partner received 35%. Last December your partner recognized your hard work and rewarded you with an additional 14 percent of the business, reducing their take to 21 percent.
https://prosperion.us/wp-content/uploads/2018/04/gbjorvpvmck.jpg 720 1280 Steve Booren https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Steve Booren2018-04-04 13:23:172018-04-04 13:23:17The Difference Between Financial and Investment Advice
With the advent of technology, real financial advice will be a huge differentiator in the financial services industry. Anyone can create a portfolio, asset allocation or investment strategy. We are even told robots can do this with this concept called “Robo-Advisor”. What most people actually need is advice about how their investments fit into their overall financial plan, and more importantly their life. Believe me – robots cannot do this, nor do investment products do this. It takes an experienced, skilled, listening Advisor. Both investment management and financial advice are necessary components for long-term success, but it’s important to understand the differences. So let's compare and contrast the two.
https://prosperion.us/wp-content/uploads/2016/11/3_Keys_Modern_Retirement.png 477 850 Steve Booren https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Steve Booren2016-11-28 19:03:432017-05-22 15:03:56The 3 Paychecks of a Modern Retirement
On November 29th, the oldest living person in the world, Emma Morano will turn 117. Based on my research she is the last living person to have been born in the 1800s. While some people might marvel at all she’s seen and been through, I ‘m curious about what she did during her more than 50 years in retirement.
https://prosperion.us/wp-content/uploads/2016/11/the_value_of_regret.png 424 757 Steve Booren https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Steve Booren2016-11-04 18:54:352017-05-22 15:03:32The Value of Regret
As a financial advisor I often see clients with regret. For some investors it’s the regret of missing out on big gains. For others, the regret of taking part in big losses.
https://prosperion.us/wp-content/uploads/2016/08/unfair_advantage_dividend_taxes.png 424 759 Steve Booren https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Steve Booren2016-08-12 16:46:372017-05-22 15:03:36The Unfair Advantage of Dividend Tax Rates
Dividend tax rates are an opportunity for investors. The favored status of qualified dividends means they are taxed at a lower rate than standard income, by anywhere from 10-20% less.
https://prosperion.us/wp-content/uploads/2016/07/dividend_investment_strategy_intro.png 423 756 Dave Anderson https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Dave Anderson2016-07-21 20:31:322017-05-22 15:03:43Our Dividend Focused Investment Strategy: An Introduction
As many of you know, I spent the first 26 years of my working life as corporate pilot. It was an exciting profession and I loved going to my “office” at 43,000 feet. Getting people to and from places safely was always the focus of the job. As a financial advisor I spend my days navigating quite different terrain. But the job is the same: helping people get from here to there safely. So today I’d like to cover our Dividend Focus Strategy, and why we think it’s a smart fit for our clients young and old. Since a picture tells a thousand words, let me draw you a picture. It will be readily apparent why I thankfully did not choose to be an artist – but it will illustrate a few important points.
https://prosperion.us/wp-content/uploads/2016/04/future_of_denvers_skyline.png 426 758 Steve Booren https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Steve Booren2016-04-19 20:23:002017-05-22 15:06:51The Future of Denver's Skyline
Explore the unique history of Denver as told by one of its eminent urban planners Ken Schroeppel. Why did Denver take the shape it did? What will it look like in the next 10 years? Why is the traffic so darn bad lately? Ken will explore all of these ideas and more as he walks you through new projects helping to shape the face of Denver and how past initiatives contributed to our wonderful city. This workshop was originally presented at Prosperion EDU 16.
https://prosperion.us/wp-content/uploads/2015/07/confusing_risk_and_volatility.png 425 760 Steve Booren https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Steve Booren2015-07-01 17:32:382017-05-22 15:07:20Confusing Volatility and Risk
https://www.youtube.com/watch?v=YQrmzEwo_Cg I believe it is imperative for investors to understand the difference between volatility and risk. Though often used synonymously, these are two very distinct ideas. We think success can be increased…
https://prosperion.us/wp-content/uploads/2015/06/lifeblood_of_advancements_and_progress.png 425 759 Steve Booren https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Steve Booren2015-06-10 15:58:492017-05-22 15:07:28The Lifeblood of Advancements & Progress
https://www.youtube.com/watch?v=rWRjwiR_edU When I evaluate companies for investment there’s always one character trait I look for, disruptive innovation. These troublemaker companies aren’t content with the status quo and dare to be…
https://prosperion.us/wp-content/uploads/2013/05/5_steps_to_retiring.png 426 760 Craig Arfsten https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png Craig Arfsten2013-05-03 16:47:212017-05-22 15:11:27Thinking about Retiring? 5 Steps to Get Started
https://www.youtube.com/watch?v=jZTZ8ArcSb8 So you're thinking about retiring. That's a big decision. There is a good chance you'll be retired for as long as you worked. Think about that – 20 to 30 years - that's a long time to be without…