The Secret Behind Trump’s Economy: Absolutely Nothing

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 positives, many American’s are left to wonder what he has done to create this economy and what will happen next.

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First Half 2017 Market Recap Video

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…

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Boomtown, Colorado

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.

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2017: The First Half Economy

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

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Expecting the Unexpected in the Age of Trump

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

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Donkeys, Elephants, and Your Portfolio – Oh 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

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With Tax Season Over, Now What?

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

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Watch Out For the Bond Bear Market

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

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Financial Planning For the Greater Good

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

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Keeping Perspective in a Volatile Market

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 emotions come into play. Emotions tend to run high with kids, the purchase of real estate, and money (among other

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

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 who have a direct interest in making stories compelling.  While a compelling story drives interest and fear, it can be

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Secrets Your Money Managers Don’t Want You to Know

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 a new client comes in with a mess of funds with no purpose surrounded by high fees.  Each time this

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Why You Need to Swim Like a Shark

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, I recognized the successful business owners always moved forward.  This also translated into my experience with the psychology of investing

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When the Markets Give You Lemons, Make Lemonade!

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 are headwinds in the economy, there are also many positives.  Employment is strong and housing is appreciating. I’m not saying

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The Stock Market: No, the Sky is Not Falling

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 psycho”. Coming off the first correction in four years this last fall, with little more than a minor recovery, the

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