historic portraits

Learn From the Past; But Don’t Be Bound By It

Understanding our past is akin to peering into a mirror, reflecting not just the events that have transpired, but the choices and the intricacies of human nature that have woven the tapestry of our history. The lessons we glean from our past…
fortune teller sign

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…
Nick Saban on fieldLOC

Hold Strong Beliefs Loosely

In Streetlights and Shadows, Gary Klein posits that while procedures and rules provide structure and predictability, they can also inadvertently undermine expertise by stifling the very spontaneity and intuition that often lead to innovative…
friends in a field

Never Compromise Your Values: A Financial Perspective

"When your values are clear, your decisions are easy." This quote from renowned financial advisor, Bill Bachrach, serves as a cornerstone in the world of personal finance. At first glance, it may seem like another inspirational quote, but its…
hand over chart

How Your Financial Plan Should Drive Your Investment Allocation

In the world of finance, there is a popular sentiment that aligns with the philosophy of the renowned investor, Warren Buffett: "Do not save what is left after spending, but spend what is left after saving." This nugget of wisdom speaks to the…
okay

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…
scale in a window

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”…
neon bond sign

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…
basketball shot

Investing Nuggets 49 Years in the Making

The Denver Nuggets were one of 5 NBA teams to never appear in an NBA Finals series. Operative word "were", as they are set to tip off tonight against the Miami Heat in Game 1 of the first NBA Finals in franchise history. It has been 49 years…
punching bag

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…
roller coaster

3 Reasons Why Market Volatility Shouldn’t Get You Down

It's easy to feel like your investments are on a rollercoaster ride on a daily, weekly, and monthly basis. Looking at historical market data shows us that, while potentially unnerving, short-term market fluctuations are normal. This holds…
Forbes Best In State Wealth Advisor Steve Booren
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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…
wright brothers

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…
brooklyn bridge
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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…
Capitol Building

The SECURE Act 2.0 Proposes Several Changes to How Americans Save for Retirement

The SECURE 2.0 Act aims to expand retirement savings options for Americans. It includes provisions such as increasing the age for required minimum distributions, allowing long-term, part-time employees to participate in 401(k) plans, and creating…