Category Archives for Newspaper
Gleaning Financial Wisdom
With the internet at our fingertips, knowledge is easy. We can garner information from a plethora of resources at any time. Wisdom refers to the ability to discern and utilize knowledge in an insightful
Continue readingMind the Behavior Gap!
Many investors fixate on the S&P 500 as a benchmark for their returns. It is widely recognized and used frequently by the media pundits. When it has a good year like 2014, people look at their
Continue readingThe Bottom Line is NOT the Bottom Line
Your bottom line is considered to be the sum of your financial assets less your liabilities, also referred to as your net worth. Many people misconstrue net worth as self worth. Nothing could be further
Continue readingDifferent this time?
Our drive to work in the morning is more congested. Realtors confirm sales have picked up. 2014 total dollar volume sales showed substantial gains over 2013. Aspen had 38.21% gain over 2013, Basalt/El
Continue readingWhen Goals get Interrupted by Values
Twenty years ago, our plan was to get the kids through college then retire in Hawaii. We crunched the numbers, calculated what we needed to accomplish our financial goals, and set to task. Ah, retire!
Continue readingNo Asset is an Island
Economic wealth consists of four different components. Each will have relative weights as you address risk, volatility and impact on your family as you move through your financial life. Human capital is
Continue readingIt’s Time to Spend!
From the time our feet hit the floor in the morning, soap up in the shower, get dressed, and grab breakfast, we are making financial choices. We have the freedom to choose how money comes into our lives,
Continue readingFeeling Risky? Considerations For Asset Allocation
The Roaring Fork Valley attracts risk takers with our range of type “A” personalities, outdoor enthusiasts and business entrepreneurs. In my early days here, I excitedly jumped over the edge of Walsh’s
Continue readingWhat is your NIIT?
United States judge and judicial philosopher, Billings Learned Hand expressed the tax principal that “Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to
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