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Closing the Wealth Gap Starts with a High School Financial Literacy Requirement

What lessons do you wish you could teach your younger self? I hear many answers from people, but the most prominent is finance. I contend that we need to make personal finance a required subject for those graduating high school.
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Correcting the Word: Correction

The markets are off to a rough start for 2022, with the S&P 500 down about 13.9 percent from its peak in January, according to data from LPL Financial. Global turmoil, inflation, supply chain disruption, and the Federal Reserve are all…
Forbes Best In State Wealth Advisor Steve Booren
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PRESS RELEASE: Steve Booren Recognized in Forbes as a 2022 Best-in-State Wealth Advisor

DENVER, Colo. — April 18, 2022 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 39 in Colorado in Forbes’ 2022 Best-In-State Wealth Advisors list.   According to Forbes, the annual ranking spotlights the nation’s…
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The Gray Area of Good Investor Behavior

If you’re a frequent reader of this column, you know that I’m a large proponent of good investor behavior. Though I’ve spent a great number of column inches espousing the traits of investors I admire or those who have done well by adopting…
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Improving Investor Behavior: The Peloton and Tiramisu

If you're like me, you exercise a lot. Maybe not every day, but you try to hit the gym most days. You sweat, you grunt, you grind it out, every session. Exercise does two things: it makes you hungry, and it gives you a sense of pride or accomplishment.…
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What You Need To Know: Estate Planning

This 45 minute Zoom video call co-presented by Brown & Taylor will focus on common misconceptions about estate planning, four key documents you need, and other helpful insights about the planning process.
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The Flaw of Average Inflation

The flaw of averages is the idea that plans made based on average assumptions are wrong on average. As an example, think about the statistician that drowned while crossing a river that was, on average, three feet deep.

Understanding Your Stock Compensation Sure is “Something”

Have you ever ignored doing something you knew that you should do? What “something” immediately came to mind when I asked that question? Its OK. We all do it. Maybe that something you're ignoring is uncomfortable to face, maybe it's boring,…

ABC (and D)’s of Equity Compensation

Congratulations! If you’re reading this article you’ve likely been offered some form of equity compensation. Perhaps as a new employee, business partner, or the like. While this compensation isn’t as straightforward as a simple number…
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Improving Investor Behavior: Show Me Where it Hurts

Even with a rising paycheck, people feel inflation. Whether it's the cost of a can of soup or the price of gasoline, everything feels (and is) more expensive. Inflation puts a dent in household budgets and a psychological dent in attitudes. While the U.S. economy may be booming, the smaller economy of household budgets and expenses takes a hit.
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Building Durability Into Your Plan and Portfolio

Never invest in anything that can kill you. Now I don't mean cigarettes or other harmful items, but instead making the mistake of investing so much of your capital into one venture that its failure could knock you out. That's the gist behind…
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Improving Investor Behavior: A Mentality of Abundance, Not Excess

We've often said time is our most precious resource. More valuable than money, more fleeting than possessions, nothing can be done to stop the spending of our time. But like money and possessions, having too much time can be a bad thing.  I'm…
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Improving Investor Behavior – Feeling Confident? Are You Sure?

I’ve contributed to the Denver Post monthly for a while now, and I’m grateful for readers who have reached out to me with thoughts, comments, and questions. Some about my writing, the market, and broader topics like the meaning of wealth…
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How Do You Measure Your Wealth?

How do you measure your wealth? Most people assume there are two typical ways. The first is a simple money calculation that takes everything you own, subtracts everything you owe, and that formula gives you your net worth. Simple. Others say wealth is not a measure of the money one has but of the intangibles such as relationships, time, health, etc. 
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Rising Dividends: The Ultimate Inflation Fighter

Two things should matter to retirees and near-retirees: income from investments, businesses, or social security, and how far that income goes to purchase goods and services. Taken in tandem, these elements will define the success of your…