2019 Third Quarter Market Commentary
“And the sun took a step back, the leaves lulled themselves to sleep and autumn was awakened.” – Raquel Franco The S&P 500 Index just finished its most prolific first nine months of a year (+20.6%) since 1997. This is on the heels of a near bear market loss of
2019 First Quarter Market Commentary
As the first bear market in over 10 years created losses and frightened investors at the end of 2018, equity markets rebounded quickly in the first quarter of 2019. This was a textbook lesson for investors to reflect on the history of the markets and understand the care taken by
2018 Markets and Economy: A Video Review
We all lead busy lives. Watch our 2018 annual market recap to stay on top of your investments. The stock market started the year sprinting and but was slowed by a bear market with many questions heading into the new year. The stock market bounced in the first couple of weeks
The 5 Things that Make Financial Planning Fun
Believe it or not, with the right advisor, financial planning can be fun. Growing wealth, achieving goals, and having a trusted partner listen to your dreams and planning solutions can actually provide a sense of satisfaction. In the article published in ColoradoBiz Magazine, Kevin McNab, explores the reasons financial planning
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
Our Clients Are Out of the Ordinary
ACE Wealth Partners is a leading national independent firm working with clients in the academic, medical, and cultural fields. We have a strong presence in the local community while helping Colorado’s thriving entrepreneur community achieve financial dreams. Our clients change lives, develop minds, and make a difference.
How to Cook a Frog and Build Wealth
What does cooking a frog and building wealth have in common? Kevin McNab provides the answer in ColoradoBiz Magazine. I grew up on a dirt road with woods, fields and ponds surrounding my house. Some people might call where I grew up “a little country.” On summer evenings, I could
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
Opposites Attract: Entrepreneurs and Financial Planning
ACE Wealth Partners has a niche market of entrepreneurs. As you might expect, business owners have a different mindset when it comes to financial planning. There are many different and changing variables at play when working with entrepreneurs as opposed to an executive in big corporate America. Flexibility is critical
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
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
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
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
Avoid Disaster With a Guaranteed Period
TIAA-CREF offers multiple income options heading into retirement. These decisions include various options from rolling over an accumulation to an IRA to taking a lifetime annuity. When looking at the latter, there are also multiple decisions to be made surrounding lifetime annuity options. After deciding to use a lifetime annuity