Friends laughing

Workshop Series: Get Fed

As women we are no strangers to stress. We juggle countless plates, everyday, often at the same time. So we've created a workshop series by women, for women, built just for you.
Rack of comic books

Improving Investor Behavior: Strengthen Your Financial Superpowers

My son and I were in the car driving to the store as he struggled to plug in his phone with a USB cable. He flipped the cable back and forth a few times before it finally slipped in. “If I had a superpower, I hope it would be to knowing…
Mid Year Outlook 2019 from LPL Research

Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets

LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is filled with investment insights and market guidance for the year ahead. LPL Financial Research believes that even as investors face prospects for…
Sun setting over a tropical beach
,

Improving Investor Behavior: Retire to What?

If I asked you to define retirement, how would you describe it? Take some time and think about it. You’re probably envisioning white sandy beaches, trips to the golf course, and visits with family, free from the constraints of work and email.…
A woman expressing anxiety on the phone

Improving Investor Behavior: The Positive Mindset of Investors

Pessimism is poison for investors. Following national headlines would have you believe we are moments away from catastrophe, teetering on the edge of sheer doom. It’s an easy narrative in which to engage, especially when we hear it every…
A woman expressing anxiety on the phone

Improving Investor Behavior – Managing Your Time Like Money

As a financial advisor, I am typically hired by clients to help them manage their resources. Most often, these are financial resources including cash, investments, etc. Sometimes I help people to manage their business resources such as connecting…
Cover for Intelligent Investing by Steve Booren
,

PRESS RELEASE: Are You Prepared for Volatile Stock Market Swings During Retirement? Steve Booren’s new book, Intelligent Investing, Shows You How

DENVER, Colo (March 5, 2019) – With today’s stock market swings, Steve Booren’s new book, Intelligent Investing: Your Guide to a Growing Retirement Income, will help readers understand how to retire intelligently. It will equip them with…
A woman expressing anxiety on the phone
,

Improving Investor Behavior – Doubt, Sold with a Smile

Financial advice is usually broken into three steps. First, define your goals. Where do you want to go? Next comes a plan. This is the recipe for working toward your goals with actionable and measurable steps. Then comes implementation when…
A woman expressing anxiety on the phone

Improving Investor Behavior – Know the “Why” for your Investments

As financial advisors, we receive questions about all types of investments. Here’s one we recently heard: I am a doctor, and many of my friends and fellow doctors are getting into real estate. There is a group that invests in local…
A woman expressing anxiety on the phone

Improving Investor Behavior – Learn to Love a Falling Market

The financial markets have given investors quite a ride in the past few months. Not only have we seen a drop in the prices, but the volatility and multiple-percentage point days seems to have investors feeling a little seasick. The first thing…
A woman expressing anxiety on the phone

Improving Investor Behavior – Focus on the Right Number

With the year coming to an end, 2018 has been a tumultuous one for investors. For the first time in 46 years, there has not been a clear winner in any asset class: from stocks to bonds, emerging markets to precious metals. As of this writing,…
A woman expressing anxiety on the phone

Improving Investor Behavior – Managing the Pain of Regret

Regret may be the most enduring and damaging emotion investors grapple with during their financial lives. As financial advisors we see it from both sides: clients either regret having done something, or regret NOT having done something, or…
4GenNow logo

4Gen Now Conference

David Morrison and Prosperion Financial Advisors were the title sponsor for the 2018 4GenNow Conference held at the CU Denver South Campus.
Silhouette of a spider web
,

Improving Investor Behavior: Managing Your Fears

Shark Week is among the longest running and most popular cable programs in history. First appearing 30 years ago in 1988, the show has since been watched and celebrated by millions. Why would a program about sharks and their danger be so popular? I think it plays on the emotion of fear, and more interestingly, people’s desire to be a little bit scared. My point is this: sometimes our greatest fears are the most unfounded. Whether it’s an oversized fish or monsters under the bed, our worst fears take up an oversized portion of our conscious and drive actions that can be damaging and counterproductive. Fear is a powerful emotion and one you must learn to rein in if you want to be a successful investor.
A woman expressing anxiety on the phone
,

Anxiety and Investing: Taking the Fear Out of Finances

The chances that either you, a loved one, or a friend have had an incident with, or an ongoing relationship with heightened anxiety are likely. Almost 20 percent of the population expresses some sort of anxiety disorder in a lifetime. It comes…