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Tuesday, January 3, 2023

Years ago when I used to work out at the Durango Rec center every day, I’d get tickled at the beginning of January when the exercise equipment would be completely occupied- for about a month! Now I find that I’m one of...

Friday, December 9, 2022

Dear Friends and Valued Clients-Here at year-end I am reaching out to you, full of gratitude. It is a joy to get to know you better each year as we walk together on your journey toward financial freedom.I’m happy to say that...

Friday, November 11, 2022

On November 11, we honor the bravery and sacrifice of the men and women who have served America in the armed forces. This federal holiday – Veterans Day – is a time to reflect on their courage.Please take a moment this...

Tuesday, November 1, 2022

Tuesday, November 1, 2022

Here’s the bear- in my front yard.  I’ll be glad to see the backside of another bear too- the bear of 2022!

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Friday, October 28, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Friday, October 14, 2022

Just a poking a little fun at all the metaphors thrown around in the wealth management business. Have your financial goals changed?  If your destination hasn’t changed, then neither has your course for the journey...

Friday, September 23, 2022

If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...

Friday, September 16, 2022

Happy Friday!  Lower inflation hopes lifted the markets up over several days last week, only to be shaken back down this week by the data. I would like to present another idea from the book “The Psychology of...

Friday, August 26, 2022

In my last article I wrote that the behavioral aspect of investing is critical to long-term success. I realize enough people are still struggling with certain concepts during this difficult year that I felt it would be worthwhile...

Monday, August 22, 2022

Happy Fall!  I finally stopped saying “I love summer” or “I love fall” because I realized I don’t have a favorite; what I do love is the change from one season to another.  I’m always ready...

Friday, August 19, 2022

"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy.When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent...

Thursday, July 14, 2022

Midyear Outlook 2022 | Navigating Turbulence | July 12,2022Find the smoothest path towards your financial goals for the second half of 2022 with LPL Research’s Midyear Outlook 2022: Navigating Turbulence. READ MORE The...

Friday, December 18, 2020