By John Seevers, Valentine Seevers & Associates | (303) 674-5561 | jseevers@vsaacpa.com | www.vsaacpa.com  The Tax Cuts and Jobs Act (TCJA) changes some rules around itemized deductions that can impact your tax planning for charitable giving. In short, it may require new planning strategies to get the most out of the tax reform. The bad news is,...

Wealth needs to be protected. But in the wealth management arena, the term “asset protection” has different meanings and uses as it shores up capital against various threats. All lead to the same result, though: an asset protection plan that protects your hard-earned capital from bad actors in our litigious society. While the majority of...

By John Seevers, Valentine Seevers & Associates | (303) 674-5561 | jseevers@vsaacpa.com | www.vsaacpa.com Recently enacted tax reform measures in the Tax Cuts and Jobs Act (TCJA) reduce individual and corporate tax rates, eliminate a host of deductions and credits, enhance other breaks and make numerous additional changes, some of which could impact your wealth portfolio. Gifts...

More Normal Than You Think… After a stellar stock equity market run in 2017, market volatility is back in 2018. While disquieting, market volatility is as old as, well, the markets. And could pay off in the long run. Just last month, we shared with you Katie Stockton’s prediction of a correction or pullback in...

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...

New Year’s Resolutions. Everyone is talking about them. Have you made yours yet? According to data provided by Statista, 50% of all New Year’s resolutions each year are focused on finances. The majority of these resolutions focus on making or saving more money. What if you could do both by making one strategic change? Take a...

Wall Street certainly loves a winner and a great story. This year the markets have presented many compelling stories with impressive returns from both domestic and international equities. Throughout the last few months we have received numerous inquiries about Bitcoin, as it has been dominating headlines with amazing returns. You would have to be almost living under...

Would you invest your hard earned money into something that historically underperforms the market? Chances are you would laugh at such a question. Who wants to buy anything that has a long-term history of not performing well compared to a benchmark? According to statistics from the Investment Company Institute, over 95.8 million individuals currently own...

The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. It was a beautiful day on the lake. The kids were splashing happily in the shallows while dad lazily cast a dry fly from the dock. Little did they know there was...