MEME Stock Fear of Missing Out
With GameStop stock up over 100 percent yesterday, "meme" stocks are back in the news. These returns are based on pure speculation driven by social media without company news or…
2020: A Year in Review and a Look Ahead
2020: A Year in Review The United States roared into 2020 with a great economy and low unemployment. The stock market started to show downward volatility the second half of…
Long-Term Investing in a Bear Market
While fear grips investors in a declining market, it is important to take a long-term approach and learn from past bear markets. https://www.youtube.com/watch?v=slQVN0UeSMw
Irrational Exuberance is Taking Over the Stock Market
Irrational exuberance is a state of mania when stocks increase regardless of deteriorating fundamentals or uncertainty. When this happens, greed, overconfidence, and fear of missing out takes over the mind…
Tax and Investments: New Year with Big Changes
As Americans were getting ready for the holidays and Congress was in the midst of a partisan impeachment battle, lawmakers stunningly came together to pass the SECURE Act (Setting Every…
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…
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…
Is Investing Like the Weather or Climate Change?
With recent Tweets, President Trump started a firestorm from the scientific community explaining the difference between climate change and weather. In this ColoradoBiz Magazine article, Kevin McNab explains how climate…
What is Your Plan When the Markets Punch You in the Mouth?
The U.S. economy is in uncharted territory. There is no point in history we can look back on which has the current unique set of circumstances. What should investors do…
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…
Should You Invest the Way Bob Does?
The craft of being a wealth management advisor brings together a potpourri of skills necessary to succeed. A wealth manager has to be analytical, yet posses the communication skills to…
Financial Planning: It’s Academic
Financial Planning for employees who work at a university (or hospitals associated with a university) can be complex not only to the employees, but also to financial advisors not used…