Use the Calm to Prepare for the Bear

We are in the midst of a rather extraordinary stretch of smooth and positive stock market returns.  It’s been well over a year since we last saw a 5 percent pullback in the S&P 500, dating back to Brexit in June of last year.  This spate of peaceful markets is rare.  According to Guggenheim investments, […]

How Much are You Worth?

Now that 2015 is in the books, I encourage you to prepare (or update) your personal net worth statement as of the end of the year. If you have never done this, you are not alone. Everyone knows how much they’re paid, fewer know value of their homes, and small minority understand their net worth […]

Family Financial Conversations over the Holidays

If you’re like most Boulder County residents, you don’t live close to extended family.  In casual conversation it’s almost rare to discover an adult who was actually born here.  Less than one-third of us were born in Colorado (let alone Boulder County) according to the most recent Boulder County TRENDS report.   New residents keep coming […]

Key Moves After a Quarter to Forget

The third quarter was the poorest one in years for many stock asset classes. We’ll take a look at market performance and a strategy to consider if some of your investments have declined, as they likely have, in your taxable account. It’s been a while since we’ve considered our Laid Back Portfolio. Laid Back is […]