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Improving Investor Behavior: Where are all the Good Investments?

Read any financial website, and you'll find a common thread among the headlines: the market is overvalued. By several historical measures, the stock market appears to be ahead of itself. Valuations are high, and value-focused investors like…
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Five Moves To Get Your Kids On The Right Foot Financially

As parents, there’s so much we want our kids to learn: right from wrong, how to be confident, how to serve others—and how to be wise with their money. Regardless of our kids’ eventual career path, we hope they can attain financial security…
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How To Manage Your Finances Coming Out Of A Recession

Recessions have a way of making us second-guess all of our financial decisions. The uncertainty of future employment or the loss of savings in a financial downturn may cause some to doubt the validity of the basics of sound financial management. However,…
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Improving Investor Behavior: Sometimes Nothing is the Hardest Thing to Do

The United States has embarked on a historic economic experiment. Initially, $1.9 trillion was borrowed by our government to fund the American Rescue Plan (ARP). So far, the government has committed more than $5 trillion to support our nation…
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5 Important Actions To Take During Financial Literacy Month

Happy Financial Literacy Month! Financial literacy is the ability to understand your comprehensive financial situation and make effective, optimal decisions using all the financial resources you have available. Financial literacy is a lifelong…
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Improving Investor Behavior: This Spring, Grow Your Garden and Your Finances

Spring puts me in a mood to organize the yard. It's nature's way of encouraging people to clean out the clutter and ready the garden for new growth. This approach is a good way to view your finances as well. Take a step back and look at your…
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I Didn’t Claim Unemployment Insurance….Why Did I Receive This Card?

A notice from the Department of Labor arrived last week saying that I had filed for unemployment, which is weird, because I had not fired myself! After making sure I was, in fact, still part of my team, I discovered what was going on.  There…
Steve Booren named a Barron's Top Advisor
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Press Release: Steve Booren Recognized by Barron’s as a 2021 Top Financial Advisor

DENVER, Colo.— March 25, 2021 – Steve Booren, an independent LPL Financial advisor in Greenwood Village, has been recognized as one of the 2021 Top 1,200 Financial Advisors in America, as ranked by Barron’s. Booren, Founder of Prosperion…
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Improving Investor Behavior – Progress and Perspective

Headlines would have you believe COVID has left Americans in financial tatters, but when looking at the broad data, I can't make the same conclusion.   Make no mistake, COVID and the resulting restrictions have left a great many people…
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How Women Business Owners Can Save For Retirement And Reduce Taxes

Women are expected to live another 21 years after retiring at age 65––three years longer than their male counterparts. Despite this fact, women are shockingly ill-prepared for retirement, having fewer investments and less money saved on…
Forbes Best In State Wealth Advisor Steve Booren
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PRESS RELEASE: Steve Booren Recognized in Forbes as a 2021 Best-in-State Wealth Advisor

DENVER, Colo. — February 11, 2021 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 34 in Colorado in the 2021 Best-In-State Wealth Advisors list published by Forbes.   According to Forbes, the annual list spotlights…
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Intelligent Investing: Overcoming Inflation Using a Familiar Friend (Part 2)

For investors, inflation is the erosion of your money, a "cancer," if you will. It is the slow, subtle decline in what your money buys or the purchasing power of your money. Last month we covered what inflation is, how it works, and where…
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What I Do & How I Help

Planning is a part of life. We plan our days, our years, our vacations, our careers…the list goes on. It’s easy to get so caught up in the day-to-day planning and focus only on what’s in front of us that we forget to do the most important…
pathway to 2021

It’s A New Year! Is It Time To Reevaluate Your Financial Plan?

A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. And after the year we just had, a fresh start is just what we need. As you transition…
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Improving Investor Behavior: Understanding inflation, the cancer of retirement planning (Part 1)

One of the greatest challenges to retirees and investors alike is inflation. Not only is this principle often forgotten, but rarely understood. So let's discuss inflation: what it is, where it's been, and where it might be going in the future. How can you as an investor combat inflation over long periods of time, helping to ensure that the purchasing power of your money remains unchanged for years to come?