How to implement tax-free benefits for employees working from home. During Covid-19, companies small and large were forced to adapt to remote work. Workers and businesses invested in home offices and equipment. Now, a growing number of companies are realizing that full remote or hybrid work weeks are here to stay as more employees do...

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. 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...

The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. Not all tippet and leader are created equal. Monofilament or nylon line has been around since the 1950s and while relatively inexpensive and excellent for fishing dry flies, it has some major...

A new survey by TermLife2Go found that income tax, insurance and mortgage were among the top financial topics searched on Google, with income taxes topping the list. The survey isolated financial terms people use by location. Popular search terms varied by state. Here in Colorado, the term “mortgage” was the top inquiry, similar to Arizona, Utah, and...

In a bull market that has surpassed 10-year expectations, stocks ended Q2 2019 in the best shape since 1997. This performance is despite expected Fed rate cut and continuing trade animosity between the U.S. and China. The S&P 500 climbed to new highs of 17% in the first half of 2019. The Dow Jones Industrial Average trailed...

Offset financing allows accountholders to use extra income to pay down their mortgage sooner and reduce net interest payments over the life of the loan. But it’s the right instrument for only certain borrowers. For the right person or family, offset financing for a home mortgage might make sense. But who is this person or...

The Securities and Exchange Commission adopted Regulation Best Interest on June 5, 2019. The regulation addresses the standard of conduct for broker-dealers and is designed to up the litmus test on the types of recommendations broker-dealers can make to their retail clients beyond existing suitability obligations. It falls short of subjecting broker-dealers to the highest...