We are in the thick of the holidays at our homes and with our families. So much joy and chaos! As you visit with family and friends, don’t forget about our second opinion service! 

We offer friends and family up to three complimentary financial planning meetings as a service to you, our clients! If anyone you know has a financial concern, go ahead and make the introduction. We can help with Social Security questions, investment questions, financial aid and college planning questions. 

If you would like to help a friend:

• send them a link to our website
• have them call us at 303.690.5070
• reply to this email or 
• chat with us online!

We love to hear from you and wish you and your family the happiest holiday season! 

Inflation According to Ron Baron

Baron Capital is one of the investment managers we use for a large number of client portfolios. The founder, Ron Baron, has a gift. He makes complicated concepts easy to understand. Plus, I kind of like his sense of humor. Hopefully you do too! Here is Ron’s take on inflation during his lifetime. What is your perspective?

https://assetsandincome.com/wp-content/uploads/2023/12/2023-12_Inflation_According_to_Ron_Baron.pdf

 

Q3 Investment Commentary Movie Available

Visit our website at https://assetsandincome.com/investment-advice-ira-plans-videos#2023-11 to watch our most recent half-hour commentary on investment markets and the economy.

 

Click here to check out the fish tank!