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Finding Financial Happiness, Part 2

Last month we discussed how Americans are still overwhelmingly dissatisfied with their finances, despite record net worth and increased income. That conversation focused on spending, and how increased inflation in housing, groceries and other…
Forbes Best In State Wealth Advisor Steve Booren

PRESS RELEASE: Forbes Recognizes Steve Booren as a Best-In-State Wealth Advisor for 2024

DENVER, Colo. — April 5, 2024 – Steve Booren, an independent LPL Financial advisor in Greenwood Village, CO, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the…
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…
man praying
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Finding Financial Happiness, Part 1

Every three years, the Federal Reserve publishes a report about the finances of US families. Based on data and interviews, the triennial “Survey of Consumer Finances,” “…collects information about family income, net worth, balance sheet…
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…
Rock Pile

My Four-Initiative Plan for Client Service in 2024

As we traverse into 2024, it's that time of the year again where our fridges get filled with salad, gyms see a spike in memberships, and our savings accounts (we promise this time) will hold more than just dust. Yes, you guessed it right, it's…
sale displays

The Value of a Sale

Did you partake in any Black Friday sales last year? The annual shopping event following Thanksgiving, named black Friday for its ability to get retailers “back into the black,” had retailers concerned in 2023. With prices rising everywhere…
house
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Is Your Home an Investment?

The former home of Groucho Marx, the cigar-chomping, round-glass wearing comedian of the 1920s, is up for sale in Long Island, New York. For the low price of just $2.3 million, you too could own the five-bedroom, 3,800-square-foot home built…
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…

Medicare 101: Understanding Your Options & Eligibility

https://www.youtube.com/watch?v=ukA72xt2oR0 Navigating the complexities of Medicare is both a necessity and a burden. A variety of coverage options, pricing, and public/private coverage can leave people feeling uncertain and discouraged. With…
nixon outside white house

Where Were You 50 Years Ago?

October 2023 marks the 50th anniversary of one of the most tumultuous months in American history. Do you recall the events of October 1973? October 6, 1973 – On Yom Kippur, the most sacred day in the Jewish calendar, Arab states led…
compass on newspaper

The Pro’s and Con’s of Passive Investing and When To Engage a Financial Advisor

Passive investing, an investment strategy aimed at maximizing returns over the long run by keeping the amount of buying and selling to a minimum, is a popular choice for many. However, like any financial strategy, it has its pros and cons. To…
chess pieces

FOMO No “Mo”

The 'Twaddle Tendency' is a term coined by Charles T. Munger, an American investor and philanthropist, to describe the inclination of people to have opinions and hold beliefs about subjects that they do not fully understand. It's a potent cognitive…
Alarm clock sitting on a table

Let Compounding Run Wild

Albert Bartlett's quote, "The greatest shortcoming of the human race is our inability to understand the exponential function," encapsulates a profound truth about human understanding and financial growth. The principle of compounding, represented…

Discovering & Upholding Your Values:Decisions About Care & Housing

https://www.youtube.com/watch?v=CXJUb8hu3RU As we age asking for help can be a challenging decision, especially when exploring options for housing and care in later years. Evaluating choices, determining costs, and reflecting on the ability…