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

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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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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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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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