We all lead busy lives. Do you want to keep up with the economy and markets, but don’t have time to read a lengthy article? Watch our market recaps to stay on top of your investments. #knowledgeispower The first half of 2017 was smooth sailing…
With a mountain playground in our backyard, low unemployment, an educated workforce, thriving start-up community, and a diverse economy, Colorado is a great place to live! The result, a booming economy. Our founder, Kevin McNab, provides personal experiences and explores Colorado’s economic numbers in this article published in ColoradoBiz Magazine.
At the halfway point of the year and six months into a new presidency, it is difficult to determine the state of the economy. With many American’s seeing things as red or blue, left or right, and Fox News or MSNBC, it is hard to get a true gauge on
“Past performance is not indicative of future outcomes” is a common phrase used in the fine print of mutual fund marketing materials. It is an overlooked phrase investors should pay more attention. Unfortunately, investors are attracted to funds with rising prices. Is there another place consumers want to buy more
We all lead busy lives. Watch our quarterly market recap to stay on top of your investments. While global equities look primed to provide superior growth, domestic markets may stumble on the inability of Washington to move on pro-economic growth policies. Equities took off like a rocket, but leave the
2016 began with the largest decline to start a year in the history of the U.S. stock market followed by Brexit and a toxic election to sky rocket through the end of the year. While the media focuses on domestic stocks, many other asset classes including international developed stocks, bonds,
This article written by Kevin McNab and published in ColoradoBiz Magazine explores the surprise of the election and unexpected market reaction following. Needless to say, the domestic stock market has increased in opposition of what most experts predicted would happen. On the evening of Tuesday, Nov. 8, I grabbed my
Like many Americans, I understand voting for our leaders is a privilege. Like many Americans, I cannot wait for this election to be over. The rhetoric, nastiness, and the entire election has taken over cable news. Half of my clients want me to put their accumulation in gold if Donald
The craft of being a wealth management advisor brings together a potpourri of skills necessary to succeed. A wealth manager has to be analytical, yet posses the communication skills to express complicated concepts while being empathetic to clients feelings. There also must be an understanding that investors may act different
ACE Wealth Partners annually sends out a mid-year letter to clients recapping the previous 6 months and providing expectations through the end of the year. While these letters are tailored to each client, this article provides a recap of the first half of 2016 and expectations for the next half.
ACE Wealth Partners has a niche market of entrepreneurs. As you might expect, business owners have a different mindset when it comes to financial planning. There are many different and changing variables at play when working with entrepreneurs as opposed to an executive in big corporate America. Flexibility is critical
Americans think of doing their taxes as a daunting task that takes place every 12 months. Reactions range from shock about the amount owed to joy over spending a refund. Most of us want to forget about tax season the minute our returns are filed. Just because tax season is
Why You Should Consider Alternative Investments written by Kevin McNab and published in ColoradoBiz Magazine explores the world of alternative investments for the average investor. Although there are advantages, an investor must understand the underlying investment and the tax consequences before adding to a portfolio. In Mebane T. Faber’s 2009 book,
This is the latest article written by Kevin McNab published in ColoradoBiz Magazine. Many investors are going to be surprised when they see a decrease in their bond funds. This article touches on why a bond fund will decrease in value and some of the alternative assets classes if an
The newest article published in ColoradoBiz Magazine by Kevin McNab provides an overview on how you can make a difference through planned giving. We have all been touched by cancer directly or indirectly. This article takes a look at how planned giving works and focuses on an organization, The American