Financial planning blog

Timely and free financial planning advice

Financial planner for business owners offering guidance

March 8, 2022

Episode 50: Business Owners Get Off the Treadmill Part 2

We don’t want imagine a retirement like our parents’ retirement. Their employer said something like, “give us the best 40 years of your life and we will give you what is left over.” Is there something better? We don’t “remove ourselves from service” like we “retire” an old piece of equipment. No, instead we want...

Compass on financial graph representing interest rate direction

March 8, 2022

Interest Rates in 2022

What in the world is happening to interest rates? Read this blog post for insights into interest rates, which are making the news at the beginning of 2022. Click HERE to watch a 5-minute discussion about inflation and interest rates from our recent 2022 Market and Economic Outlook. So what in the world is happening...

Globe representing global finance and investment opportunities

March 1, 2022

Russia, Ukraine and Our Investments

Read this post for commentary from our money managers about what is happening in Ukraine. In our portfolios, we have very little exposure (if any) to either Ukraine or Russia. So…it pays to be patient and call your financial planner! Ukraine and Your Investments I think we have all been horrified by the invasion...

Stock market graph showing market correction trends

February 23, 2022

Are we experiencing a market correction?

Are We Experiencing a Market Correction? The S&P 500 entered a correction on February 22rd, 2022. This means it has declined 10% from its all-time high. You may have heard, seen or read about it in your choice of news media. But a correction is not news, not really; it is commonplace. Equity markets decline...

Woman working on financial planning from home – financial advisor Denver

February 21, 2022

Three Tips To Get Young Adults Excited To Invest

If you can get started now, you can build a great foundation of solid financial habits. Here are a few principles that build a healthy, long-term relationship with money.

Inflation concept with rising prices and financial impact

February 15, 2022

Inflation in 2022

Read this post for insights into inflation, or the loss of purchasing power, which has become a big deal in 2022. Click HERE to watch a 5 minute excerpt on inflation and interest rates from our recent 2022 market and economic outlook. When I gave the presentation to our clients in January,...

stock market insights advisors in Denver

February 8, 2022

S&P 500 or the S&P 5?

S&P 500 or the S&P 5? Read this post to understand a little more about the equity market’s recent volatility and also, get some inside baseball on one of the common measures of the equity markets, the S&P 500. CLICK HERE FOR A TWO MINUTE VIDEO ON THE S&P 5 FROM OUR RECENT 2022...

Certified Financial Planner Karl Frank professional portrait

February 4, 2022

Karl Frank is named Board Ambassador of the Week

Well Done Karl Frank! Meet The CFP Board Ambassador of the Week, Karl Frank, CFP®! We want to congratulate our very own Karl Frank, for being chosen as the CFP Board Ambassador of the Week! A leader in Denver’s financial planning community. The Certified Financial Planner Board of Standards, Inc. is a professional body for...

2022 financial outlook investment philosophy

February 1, 2022

Our 2022 Outlook is Cautiously Optimistic

Our 2022 Outlook is Cautiously Optimistic Our base-case scenario is that the pandemic recedes (but doesn’t disappear), the global economy slows but still grows above trend, corporate earnings growth slows but is still solid, the U.S. rate of inflation remains elevated but is falling, and U.S. interest rates rise moderately. That would be a...