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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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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