A Lesson in Building Wealth From ‘The Three Little Pigs’

With emotion and fear still prevalent, investors are questioning portfolio decisions leading up to the current bear market. In this Denver Business Journal article, Kevin McNab explains how The Three Little Pigs provide a lesson in building wealth. The stock market entered the year riding the longest bull market in history.

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In the Middle of a Bear Market…

The end of the longest bull market in history came to a screeching halt with the quickest correction followed by bear market in history. Many investors were caught off guard. Prior to a bear market, investors should: Have defined financial goals Have a diversified asset allocation according to risk tolerance

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2019 Client Market Recap: The Halfway Point

A standing ovation to our investors who did not panic leading up to last Christmas Eve. Being a disciplined investor with a strategic allocation while investing with a purpose led to a significant increase in your portfolio during the first six months of 2019. At the end of last year,

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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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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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