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 with rising interest rates, robust corporate profits, massive tax cuts and a self-inflicted trade war?  In this ColoradoBiz Magazine article,

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2017 Markets and Economy: A Video Review

We all lead busy lives. Watch our quarterly market recap to stay on top of your investments.  The stock market started the year red hot and continued into the new year on fire.  Will it continue through 2018? ACE Wealth Partners is an independent, fee-only, comprehensive financial planning, asset and wealth

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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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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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