Blog

Making Headlines: Silicon Valley Bank

Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2020 and the...

What is your cash strategy? Five ways to fight your opponent: Inflation.

After you lock in your emergency reserves, mobilizing that additional cash into a vehicle that aligns with your risk tolerance is the key to battling inflation.

Budget Check Up: Tax Time is the Right Time

Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account...

Power of Compound Interest + Video

What is compound interest? Simply put, it is a powerful force that allows someone to invest a sum of money today that will grow into a much larger amount. Compound interest is sometimes described as “interest on interest.”...

Your Emergency Fund: How Much is Enough?

YOUR EMERGENCY FUND: HOW MUCH IS ENOUGH? Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care.

New Retirement Contribution Limits: 2023

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts in 2023.

EXPEDITION: A Colorado Only Portfolio

Expedition provides an investment vehicle for Coloradans to support the business, people, and community in which they live. Our goal is to provide a unique and meaningful way for clients to participate in the capital markets at a local leve

October is Cybersecurity Month

Cybercriminals continue to evolve and find new tactics for their scams, but there are still ways to spot certain scams and cyber-attacks before it’s too late. Educate yourself about avoiding these attacks to stay one step ahead.

Happy National 401(k) Day! Do you know the 9 Steps to 401(k) Success?

9 Steps to 401(k) SuccessThe 401(k) plan is becoming one of the largest sources of retirement savings for many American workers.

What Story Is the P/E Telling?

If you’re trying to get an inside edge on Wall Street, you’re probably paying attention to an array of stats and measurements. But there’s one indicator you might be overlooking.I’m talking about the...

Searching for the Goldilocks Economy

The Fed is looking for a Goldilocks moment when its monetary policy is “just right” to create a soft landing for the economy.

Inflation's Overreach

What do The Dukes of Hazzard, M*A*S*H, and The Love Boat all have in common? They were top-rated television programs in 1982; the last time inflation was hovering in the 7% range.When inflation is running hot, you can feel its...

Video! 9 IRA Withdrawals that Avoid the 10% Tax Penalty

Video! Four Money Mantras

A volatile market can push the most experienced investors into making emotional decisions. However, it’s never a good idea to change your investments simply because of day-to-day volatility.

The Risks of Cryptocurrency

It’s natural to be excited about a new opportunity, especially one with as much media buzz as cryptocurrency continues to generate. But before you get started, it's crucial to research and understand the risks. We’re always here to help.

Video! Teaching Children Financial Responsibility

Are your children prepared to maintain and enhance the family wealth? You’ve tried to prepare your children intellectually and emotionally, but have you taught them financial responsibility? Financial literacy should start early.

Video! Optimizing Your RMDs

So, you’re about to turn 72 years old.... Happy birthday! This marks the time when required minimum distributions – or RMDs – begin to be withdrawn annually from individual retirement accounts and employer sponsored plans.

Video! Common Retirement Investment Mistakes

Hello! Having enough money after you retire is a big concern today for Americans. In fact, only roughly one-in-four Americans feel very confident that they will have enough money to live comfortably when they retire, according to a...

The World Turns

Ok I know it’s been awhile since I wrote the last blog. I think we were all trying to make sense of what happened in 2020. It seems like the world has changed around us but somehow nothing really changed. For most of us our...

Does this guy even have a hobby?

FILLING THE VOID About 10 years ago I had the desire to get an MBA and advance my business knowledge and skills.

Budgeting: Keep it simple.

Why do so many of us resist budgeting? Possibly, it can be intimidating. Or confusing. Maybe both. Really, it doesn’t have to be either of those.

Our First Blog Post: Lunch Routine

Lately, we’ve focused on things that we can control, versus things beyond our control. I’d like to share a personal story about a positive benefit of this situation: My lunch routine.