Latest Commentary
- Detecting and Avoiding Scams with Scott Henke, Onsite ConsultingJuly 7, 2025 - 9:54 am
From fake phone calls and phishing emails to fraudulent websites and sketchy ads, online and telephone scams are getting more sophisticated and dangerous. That’s why we brought back one of our most popular speakers: Scott Henke of Onsite Consulting
Highlights of the CARES Act
Fire Drills and Why We Do Them
Timeless Truths & The Cycle of Market Emotions
Improving Investor Behavior – Investing in Panic
A Note to Clients on Virus Volatility
Improving Investor Behavior – Campbell’s Soup & Rising Income
PRESS RELEASE: Steve Booren Recognized in Forbes as a 2020 Top Wealth Advisor in Colorado
Improving Investor Behavior – A Good Dose of Vitamin A
The Decade in Review
Improving Investor Behavior – The World’s Worst Market Timer
Outlook 2020: Bringing Markets Into Focus
Improving Investor Behavior: Investing time now will pay dividends later
Improving Investor Behavior: The Sharp Knife of Compound Interest
Improving Investor Behavior: The Price of Time
Improving Investor Behavior: Mind Your “Owned” Businesses