Blog

Stan Choe of the Associate Press recently ran a piece in the Boulder Daily Camera titled, “Many women think men are better investors; they’re not.” In it, he cites research by Fidelity Investments that although the performance difference is small, women investors did better than men by an average of 0.4 percentage points. He’s quick […]

Regardless of where you land on the political or social spectrum of the poverty issue, I think most people can agree that it continues to be a crisis. Statistics show that there are 700 million people around the world living in extreme poverty. “Technological unemployment” resulting from the speed at which technology is changing the […]

Do you have a mantra(s)? Are you aware of what a mantra is? It’s a word or phrase, repeated over and over again, typically during mediation or when you’re feeling unlike yourself. The idea behind this practice is to calm your mind and create happiness. Mantras can be traced back to over a few thousand […]

Here in Boulder County, homeowners have been enjoying a rise in property values. The flip-side of the coin is apparent when Notice of Values (NOV) are mailed out, as they were beginning May 1st. You see, when property values rise, so do taxes. By how much is determined not just by your actual value, but […]

We advisors dread telling clients that they must decrease their spending or risk running out of money. How can that message be delivered magnanimously? And of course, the only way we wealth coaches can help is for our clients to be willing to let us analyze how they are spending their money currently, so we […]

I admit it… I’m a worrywart!  The slightest thing can consume my mind and I just can’t let it go sometimes. What if my flight is canceled tomorrow? What if gold prices dive, or soar? These are things I have no control over, and yet they will keep me up at night and invade my […]