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...

“Don’t confuse brains with a bull market” is a famous investing quote credited to Humphrey Neill, the ‘Father of Contrarian Analysis’. We currently find ourselves in a bull market that has been running for more than 8 ½ years, the second longest in the history of the S&P 500. Historically, conditions like this create a level...

The 4th quarter is when most investors start to look at their portfolios and gauge how they have done for the year. The issue that many face is what should they use as a benchmark to compare their performance? We often hear people using the data that is shared on the nightly news, newspapers or...

“Don’t Let the Tax Tail Wag the Investment Dog” If you are like many investors you have a position or two in your portfolio that you thought had ‘unlimited potential’ but unfortunately have delivered results that are anything but that!  You have most likely pushed them out of your mind but you get a monthly...