Financial planning blog

Timely and free financial planning advice

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...

two person making tax optimization strategies

January 18, 2022

2022 Tax Changes and Information

2022 Tax Changes and Information Click here for the most up-to-date tax brackets and other information for 2022. President Biden proposed sweeping changes to the tax rates for 2022 but the effort has been bogged down in Congress. Thus, we enter 2022 with largely the same tax situation we were in 2021 but better! Why...

Family learning financial planning across generations

January 12, 2022

Seven Financial Planning Essentials for Millennials & Young Adults

Learn the seven steps that a millennial and other young adults should take to create and stick to a great financial plan.

Understanding restricted stock units (RSUs) and PSUs for investment analysis

January 12, 2022

Fundamentals of RSUs, Tax Ramifications & Strategies for Maximizing their Value

Understand the fundamentals of RSU's, tax ramifications, and strategies for maximizing their value!

January 12, 2022

Financial Plan for Small Business Owners – 6 Steps to Creating Small Business Financial Plan

A financial plan is the cornerstone of any business. It’s your road map for success, guiding you to long-term security and growth by pinpointing where you are now and where you want to go over the next five years. It also helps you identify potential problems along the way and find solutions to those challenges....

Federal Reserve policies and interest rate analysis

January 11, 2022

The Federal Reserve and Interest Rate Decisions

Tapering: What It Is and Why It Makes Markets Shudder I hope this link to a four-minute video works for you, whether or not you subscribe to the Wall Street Journal. It is as good of an explanation of the Federal Reserve’s recent behavior as I have seen. Both fair and fairly easy to understand,...