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Playing Someone Else’s Game

Most investors don’t abandon a sound plan because it stopped working. More often, they get distracted by someone else’s results that seem better, faster or more exciting.
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A Market of Possibilities for 250 Years

We often measure history by wars, presidents, elections and crises. While those events are relevant and notable, another story runs parallel: that of free people asking a simple question on repeat. What is possible?
man stares up at advertising billboards

What Do You Own, and Why?

The greatest enemy of successful investing is not always inflation, recessions, elections, interest rates or even market declines. Often, it’s distraction: the shiny object promising an easier path; the belief in “something better” than patiently following a well-designed plan.
a woman leans on someones shoulder

There Is Still No Algorithm for Trust

AI raises an important question, especially for any business that offers advice: What can technology do, and what can it never truly replace? I believe technology can provide information, but a good advisor provides understanding.
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Do You Want Advice, Agreement or Assurance?

I’ve held many versions of this same conversation over the years. Sometimes they genuinely seek perspective. Other times they want reassurance that everything will be all right. Sometimes they’ve already decided what they want to do and hope an advisor will simply reinforce that choice. Those are three very different conversations.
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While the World Worries, Progress Continues

Fear is understandable. People are not foolish for worrying about war, rising prices, political division or an unexpected event interrupting the retirement plan they spent decades building. Yet my nearly five decades in this business have taught me a critical lesson: Even understandable fears can drive damaging financial decisions.

Money Lessons That Stick: A Webinar For Parents & Grandparents

Join us for a practical and engaging Prosperion EDU session, “Money Lessons That Stick,” presented by Prosperion Advisor Pat Alfano.
assembly line at a factory

Automation + Innovation = Transformation

Automation allows people and businesses to do more with less. Innovation applies new ideas to create better products, processes and outcomes. When the two collaborate over time, entire industries change.
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When Complexity Looks Like Wisdom

Complexity often reassures many investors. Surely a system involving so many formulas, ratings, models and highly compensated experts must mean diminished the risk, right? The truth is often the opposite: Rather than remove risk, complexity simply disguises it.
man sitting along in a train car

From We to Me: The High Cost of Becoming One

There are few transitions in life more profound than moving from “we” to “me.” Whether through the passing of a spouse or a divorce, the change is emotional, financial, and deeply personal. For those approaching or already in retirement, this transition can be especially difficult.
barrons top advisors 2026

PRESS RELEASE: Steve Booren Recognized as a Top 2026 Financial Advisor in America by Barron’s

Steve Booren, an independent LPL Financial advisor in Greenwood Village, CO, has been recognized by Barron’s as one of the 2026 Top 1,200 Financial Advisors in America. Booren, Founder and Owner of Prosperion Financial Advisors was recognized as the 10 advisor in Colorado.
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Why? What? How?

I believe it's valuable to step back from all of the political, financial market, and economic noise and ask ourselves some fundamental questions: Why am I investing? For what am I investing? How will I get there? The answers to these questions…
hand in a hospital bed with a blood pressure monitor

The Plans You Don’t Make

Most people think of financial planning as being solely tied to numbers. But a quiet assumption is built into nearly every person’s plan, whether they recognize it or not: They assume the future will cooperate. But life never has been, nor will it ever be, linear.
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When Investing Starts to Look Like Gambling

Not long ago, gambling largely remained in places designed for gambling. Today, those boundaries are fading. While greed is one motivating factor, I’ve often found another emotion equally to blame: anxiety.
maegan keller at shapespace

From Overwhelmed to Organized: Downsizing Made Clear

Join us for a thoughtful and practical Prosperion EDU session, “From Overwhelmed to Organized: Downsizing Made Clear,” presented by Maegan Keller, owner of Shape Space. In this recorded webinar, you’ll gain clarity on how to begin, how to make decisions with confidence, and how to move forward without feeling stuck.