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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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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