2018 Markets and Economy: A Video Review

We all lead busy lives. Watch our 2018 annual market recap to stay on top of your investments.  The stock market started the year sprinting and but was slowed by a bear market with many questions heading into the new year.  The stock market bounced in the first couple of weeks

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Bear Market Commentary

In this presentation, Kevin McNab provides historical perspective to clients about the recent stock market volatility.  While investors feel the pain in the middle of a bear market, corrections and bear markets are normal and usually short typically followed by longer bull markets. Taking the time to understand this in

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Kevin McNab: Five Star Wealth Manager

For the 3rd consecutive year, ACE Wealth Partners founder and president, Kevin McNab has been selected as a 2018 Denver Five Star Wealth Manager. The Five Star Wealth Management award is given to wealth managers who are nominated by peers and pass strict evaluation criteria associated with outstanding work. Kevin

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Recent Volatility: A Financial History Lesson

Investors are skittish as the stock market continues with extreme volatility in the midst of the longest bull market in history. In this ColoradoBiz Magazine article, Kevin McNab, reflects on similar time in stock market history 20 years ago.    As the leaves began to fall and frost started covering the

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TIAA-CREF Social Choice Equity: A Hidden Gem

TIAA Has historically been a leader in Socially Responsible Investing. Even prior to the inception of CREF Social choice in March of 1990, TIAA was cognizant of the social decisions made which were demanded by their participants. While I worked at TIAA, I functioned as the investment liaison between fund

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What is Your Plan When the Markets Punch You in the Mouth?

The U.S. economy is in uncharted territory. There is no point in history we can look back on which has the current unique set of circumstances. What should investors do with rising interest rates, robust corporate profits, massive tax cuts and a self-inflicted trade war?  In this ColoradoBiz Magazine article,

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CREF Global Equities: Not International

TIAA invented the variable annuity with the CREF Stock Account in 1952 – a revelation at the time.  For almost 40 years, TIAA offered only TIAA Traditional and CREF Stock. In 1988, TIAA opened CREF Money Market, which was followed by CREF Bond Market in 1990 followed by CREF Global

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2018 Halftime Market Recap

A strong economy, low unemployment, and corporate tax cuts should support rising domestic stock prices in the first half of this year.  Unfortunately, the markets remained relatively flat. There is one main explanation holding back the stock market: A looming trade war. So the question remains, will Washington get out

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5 Things Your Advisor Will Never Tell You

Has your advisor told you, “I am selling you this product to make a huge commision”? We didn’t think so. Sometimes the most powerful information is what you are not being told.  With financial planning and asset management, the stakes are simply too high.  In this ColoradoBiz article, our founder

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ACE Wealth Partners: Goals Aligned

As a fee-only wealth management firm, ACE Wealth Partners provides transparency while aligned with our client’s goals. It is our fiduciary responsibility to act in our client’s best interest which provides peace of mind and a trusted partnership. As Colorado’s premier independent wealth management firm, uur partnerships are built on

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The 5 Things that Make Financial Planning Fun

Believe it or not, with the right advisor, financial planning can be fun.  Growing wealth, achieving goals, and having a trusted partner listen to your dreams and planning solutions can actually provide a sense of satisfaction.  In the article published in ColoradoBiz Magazine, Kevin McNab, explores the reasons financial planning

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Identity Crisis: A Fresh Look at TIAA

In the mid-eighties, Subway opened in my small hometown offering a fresh, healthy alternative to traditional fast food.  My friend and I would ride our bikes two miles, cross a busy highway, and pass multiple other fast food restaurants to get a sandwich.  Subway continued to brand their stores as

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Wealth Management: Start Today!

A year from now, you’ll wish you would have started today.  As the market increases, investors become complacent.  They make irrational investment decisions based on emotion without a strategic investment plan based on risk tolerance, research, stress tests, and financial dreams.  It is not until the market tumbles or a

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Wealth Management: Not Your Father’s Advisor

Kevin McNab explores the evolution of advisor fees in this ColoradoBiz Magazine article. While many investors are complacent or don’t know any better, the way you pay your advisor greatly matters. As the financial services ocean liner is slowly turning, smart investors are jumping ship to a wave of new advisors.

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The Trump Dump: What We Learned

In this ColoradoBiz Magazine article, our founder, Kevin McNab explores what we learned from the most recent market correction.  The next bear market may be right around the corner.  Are you prepared? Leading up to this year’s Super Bowl, the stock market was on edge with volatility not seen in

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