Our team of skilled professionals share their expertise on financial planning, wealth management, investing, the economy and the latest market trends.

 

Insights and Interests

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Education Planning

Do you have a new baby in the family? If there’s been a birth or adoption in Colorado since January 1, 2020, this applies to you! Get a jump start on saving for college with a $100 gift, plus a $5,000 match from CollegeInvest, the Colorado 529 savings program. Get the details from the link below!

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Social Security

Social Security cost of living increase will be 8.7% for 2023, this increase is not limited to people already receiving Social Security benefits. Additionally, other parts of the Social Security system: the wage base, earnings cap, and Medicare surcharge will be similarly impacted. Reference the full insight for more details.

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Life Insurance

Life insurance can play an important role in the risk management component of your financial plan. Life insurance and its cousin, disability insurance, protect your most important asset – you.

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Education Planning

Graduation season is here and reminds us of the importance of education planning for our clients and their families. The task of preparing to send your student to college may seem daunting and there are many factors that should go into the decision, but active forethought and planning are crucial to properly financing your child’s education.

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P&C Insurance

Insurance has been on many peoples’ minds lately driven, in a lot of cases, by the myriad natural disasters and spikes in vehicle and parts related thefts occurring over the last couple of years. Disasters such as the Marshall fire that occurred just west of Denver in December 2021 and destroyed 1,084 residential structures, and the deep freeze that affected all of Texas and much of the Midwest February 2021, are just a few of the recent events that have taken a significant toll. The loss of life and economic damage from these events were catastrophic for those impacted. And although events such as these are out of our control, there are things that can be taken away from these events and things that you can do proactively to help minimize your potential for financial loss.

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Charitable Insights

Having a deadline is helpful to many of us. In such a busy world with so many things coming at us from different directions it is easy to put things off that don’t have a deadline. Most who are charitably inclined are passionate about the charities they support and often times are able to contribute additional funds because of the resulting tax benefit. The December 31st tax deadline, however, has moved most of us in the direction of gifting when that deadline nears. As that deadline nears this year, we encourage you to consider how your charitable ideals are being incorporated into your overall financial plan.

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Estate Planning Basics



Estate planning is a topic shrouded in myth, misinformation and emotion. Though the details can get complicated depending on specific situations, there are basics that provide a foundation for good estate planning. This piece will outlines:

- The four main methods property is distributed upon an individual’s death;

- The important components for an estate plan; and

- Why having a personalized estate plan is vital.


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Quarterly Newsletter

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Fourth Quarter 2022

Stocks and bonds rebounded in the quarter but ended the year on a sour note. Decelerating global growth outweighed inflation concerns as investors became increasingly anxious about an economic slowdown.

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Third Quarter 2022

Stocks and bonds declined for the quarter as markets continue to digest high inflation, continued monetary tightening, and slowing global growth. Nearly all major equity indices remain in a bear market. 

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Second Quarter 2022

Global equities and fixed income returns continued to be challenged in the first half of 2022 as “sticky” inflation, rising interest rates, the ongoing war in Ukraine, continued COVID-19 lockdowns in China, and slowing global growth weighed on investors’ minds.

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First Quarter 2022

During Q1 2022, global equity and fixed income returns were largely negative as persistent inflation, rising interest rates, and Russia’s invasion of Ukraine dominated headlines. We review these and other major drivers of the markets in this edition of our Quarterly Commentary.

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