Denver Financial Advisors
David Morrison, Brannon Brown,
& Nelisha Firestone

What’s important about money to you?

We truly believe that life is about more than just money. Our goal is to help our clients to live a happier, healthier and more exciting life. This begins by understanding your goals and most deeply held values. We then help you align your financial goals with your values, putting you on a path toward a “10” level of confidence that no matter what happens in the markets, you will be on your path toward prosperity.

Financial Advice from
The Morrison Team

The $58,000 Latte Habit

Creating a habit of saving is hard, really hard. It requires discipline and few people enjoy discipline. But your daily disciplines (or lack thereof) can have a profound impact on your future. Consider the daily latte. The average medium latte at Starbucks costs $3.65 assuming you don’t “doctor” it up with extra flavors, different milks, etc. That cost is pre-tax. We know that $3.65 can add up, but what does it add up to? Let’s look at some simple math behind a lattehabit. The chart below illustrates the future value of that cup of coffee, depending on your consumption.

It's Just the Road

In the last few days stocks have taken a beating.  Volatility has finally returned after a near two year hiatus.  Friday February 2nd saw the largest single one day drop in the Dow Jones Industrial Average history.  The following Monday (Feb.…

Joy and the Successful Investor: The Upward Spiral

In my decade plus time advising clients, I have seen this truth—my most joyful clients are my most successful investors. Not the other way around. The rewards follow the joy, not joy the rewards. They view the future as bright and invest faithfully in it knowing that no amount of market return will ever be able to generate an internal joy, but that prudent stewardship and a long-term perspective can perpetuate the upward spiral of joy.

Feed Your Focus. Starve Your Distractions

Daily living, marketing, and the widespread adoption of mobile devices and social media have made it increasingly difficult to remain focused. Often, it is difficult to even know where to focus, much less maintain it over it time. But I’ve come up with a little reminder that I like to review from time to time, and I want to share it with you.

Ladies, Use These Tips to Give Your Financial Confidence a Boost

I recently came across an article titled, “Warren Buffet invests like a girl.” As a female financial advisor, I wasn’t sure if that was a compliment or jab. Reading deeper into the article- they explain women, like men bring some gender-linked qualities to investing that can actually help. Women tend to do their research, invest calmly, and exercise patience. These are all great attributes to sticking to a long term plan.
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Facing Volatility

https://www.youtube.com/watch?v=RcGeTBXMla4 Over the last few years, we have faced a variety of challenges in the market. Times of stress spark the need for discussion, reassurance, and often, historical context. In 2013, we started the year…
New Baby Checklist

The New Baby Financial Checklist

https://www.youtube.com/watch?v=tZPHWXuqJqc Congratulations, you are expecting an addition to your family! I have just one word for you – Ka-ching! Babies are expensive – we had 4 of them so I know this first hand. Here are some must-do…

5 Ways to Dominate Your Taxes Next Year

https://www.youtube.com/watch?v=RHPSQ-S1V1g Happy Birthday US Federal Income Tax! It was 1913 when Americans were first subject to a 7% Income Tax. Today, 100 years later, we are dealing with an enormously complicated and increasingly controversial…
5 Good Ways to Simplify Finances

5 Good Ways to Simplify your Finances

https://www.youtube.com/watch?v=evfomErowSA Life is complicated. From the daily onslaught of media to the complexities of our calendars or even the incomprehensible instructions of how to get my smart phone to quit buzzing and beeping when…
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