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By

Lisa Wambolt
The U.S. population may have become complacent about the effects of high inflation rates. Should you be concerned? Consumer prices rose 5% in the 12-month period that ended in May, marking the biggest jump in inflation since 2008.[1] Is that a problem? To answer that question, let’s review a few basics about inflation and how...
By Kelly Fraser – Senior Wealth Management Advisor As we turn the page on 2019, as well as a decade of economic growth, allow us to reflect on some of the defining features of these interesting times… Coming off the heels of market volatility in late 2018, that was largely spurred by the Federal Reserve’s...
The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. I still remember the first time I saw someone tie on a dry fly with a nymph dropper hanging off the curve of the hook – I thought my head was going to...
Track the estimated value of your—or your client’s—business with an eye to the good life when that business is sold or transferred. For many business owners, the health of their business and their personal finances are intermingled; the more they’ve invested personally in the business, the greater the blend. It’s not uncommon to run across...
Dave Repsher, a Flight for Life nurse, was in an Airbus helicopter on a PR flight when it went down in Summit County in 2015. Dave suffered burns to 90% of his body and was given a negative chance of survival based on the severity of his burns. Before Dave awoke after the accident, his...
The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. Of the many questions asked by anglers, the most important question is rarely voiced. We routinely ask “What are they biting on?” – “Have you fished that pool?” or “How was your...
The following content is part of our Fly of the Month Club. This article is written by Eddy Wittry from The Bighorn River TroutHouse Thirty one years ago I jumped into a drift boat and started to fish one of the biggest rivers I had ever seen. I was completely intimidated. At the end of...
Having a baby triggers more than joyful moments and sleepless nights. It triggers financial and lifestyle change, which is why it’s a life event that should cause us all to stop, take stock, and act. There are several investment opportunities available to you to save for your child’s education and financial future. Here’s three to...
The following content is part of our Fly of the Month Club. This article is written by Tom Caprio from 5280 Angler. Just as you have financial advisors that guide your portfolio choices, a fly fishing guide can help you make the most of your investment of fishing gear and time. Where is the Best Return:...
As a recent graduate of CU Boulder, majoring in both Finance and Accounting, Giulia joined our team this month as a Financial Paraplanner. However, she has been a part of the team since 2016, spending two summers with us as an intern. Her forward thinking and fresh, young perspective will bring a wealth of knowledge...
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