Wednesday, April 17, 2024

Froth is good on coffee but not on markets- some pullbacks are a healthy sign!

Monday, March 4, 2024

Be aware of the scams and fraudsters going around that prey on vulnerable seniors.

Friday, February 2, 2024

The language of gravity can lead investors to believe the markets are subject to the laws of physics!

Tuesday, January 2, 2024

A note on optimism, expectations, and what to do with forecasts.

Monday, December 4, 2023

Glad tidings and joy for the upcoming year!

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Friday, October 27, 2023

Don't let excess spending create a hole that your retirement account can't climb out of.

Saturday, September 30, 2023

Gold- it depends on how you view its role in your portfolio.

Monday, September 18, 2023

Sticking to an investment strategy is easier when you understand the purpose.

Friday, August 25, 2023

Let's distinguish between investing and speculating.

Tuesday, August 1, 2023

Higher short-term rates are still not a good reason to change your long-term plan.

Monday, June 12, 2023

Investing alone cannot turn minimal savings into significant wealth. Saving does the heavy lifting!

Tuesday, May 23, 2023

Big milestones turn into memory blips- market cycles are no different.

Monday, May 8, 2023

There is nothing new in the world except the history you do not know.- Harry S TrumanWe’ve been down this road before.  If you were an investor in 2011, you may remember a similar threat that loomed over the news cycle and...

Monday, May 1, 2023

As a long-term investor, your patience continues to be tested as we head for a bumpy landing after a very bumpy ride in 2022.No one knows what will happen; the trajectory of inflation, a recession, and we might worry about our cash in...

Monday, May 1, 2023

Higher interest rates shouldn't drastically alter a long-term plan for growth and income.

Friday, February 10, 2023

“Retirement is wonderful if you have two essentials – much to live on and much to live for.” – Author UnknownAs you approach retirement, there are many choices that come along that can be difficult to navigate...

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!

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