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The Secret Behind Trump’s Economy: Absolutely Nothing

  • Post author:Kevin McNab
  • Post published:August 29, 2017
  • Post category:Academic/Community/Entrepreneurs/General

Unemployment is low, the stock market is at all-time highs, there are signs of wage growth, and investors have more money in their accounts.  With Trump taking credit for these…

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First Half 2017 Market Recap Video

  • Post author:Kevin McNab
  • Post published:August 11, 2017
  • Post category:Academic/Community/Entrepreneurs

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…

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Boomtown, Colorado

  • Post author:Kevin McNab
  • Post published:August 3, 2017
  • Post category:Academic/Community/Entrepreneurs

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…

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2017: The First Half Economy

  • Post author:Kevin McNab
  • Post published:July 13, 2017
  • Post category:Academic/Community/Entrepreneurs

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…

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Expecting the Unexpected in the Age of Trump

  • Post author:Kevin McNab
  • Post published:December 13, 2016
  • Post category:Community

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…

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Donkeys, Elephants, and Your Portfolio – Oh My!

  • Post author:Kevin McNab
  • Post published:November 8, 2016
  • Post category:Academic/Community/Entrepreneurs

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…

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With Tax Season Over, Now What?

  • Post author:Kevin McNab
  • Post published:April 21, 2016
  • Post category:Community

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.…

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Watch Out For the Bond Bear Market

  • Post author:Kevin McNab
  • Post published:March 24, 2016
  • Post category:Academic/Community/Entrepreneurs

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…

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Financial Planning For the Greater Good

  • Post author:Kevin McNab
  • Post published:March 17, 2016
  • Post category:Academic/Community/Entrepreneurs

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…

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Keeping Perspective in a Volatile Market

  • Post author:Kevin McNab
  • Post published:March 10, 2016
  • Post category:Academic/Community/Entrepreneurs

There are three things that are guaranteed in life - taxes, death, and stock market volatility.  Keeping perspective with almost everything in life is important. It is extremely important when…

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Stories From the Stock Market: Tales of Money, Mistakes and Regret

  • Post author:Kevin McNab
  • Post published:March 2, 2016
  • Post category:Academic/Community/Entrepreneurs

This is the most recent article published in ColoradoBiz Magazine written by our president, Kevin McNab.  Many of our clients receive their information about the markets from the news media…

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Secrets Your Money Managers Don’t Want You to Know

  • Post author:Kevin McNab
  • Post published:February 23, 2016
  • Post category:Academic/Community/Entrepreneurs

One of our goals is to bring value to our clients and the public by sharing what we know about wealth management and investing.  A week does not pass when…

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Why You Need to Swim Like a Shark

  • Post author:Kevin McNab
  • Post published:February 12, 2016
  • Post category:Academic/Community/Entrepreneurs

One of our niche markets is working with Entrepreneurs across the Denver, Colorado, and the country.  I have spent hours and hours listening to successful business owners.  Through this experience,…

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When the Markets Give You Lemons, Make Lemonade!

  • Post author:Kevin McNab
  • Post published:January 25, 2016
  • Post category:Academic/Community/Entrepreneurs

When there is fear in the markets, there are opportunities. It's time to take a proactive approach to managing your investments.  At this point, the markets seem irrational. Although there…

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The Stock Market: No, the Sky is Not Falling

  • Post author:Kevin McNab
  • Post published:January 18, 2016
  • Post category:Academic/Community/Entrepreneurs

The U.S. stock market got off the worst start this year in almost a century. This prompted fear from investors, and Warren Buffett compared the stock market with a “drunken…

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