Lack of Estate Planning Can Tear Families Apart

August 2, 2017 1:00 pm

Having personally lived through a family experience in October 2006 following the passing of my grandfather, I continue to share my story with clients, friends, and many others. While there are no guarantees that our decisions are the right ones when it comes to estate planning, we can have a lot of control related to what our family and beneficiaries... View Article

Stocks Are Too High

July 13, 2017 10:00 am

“As the major stock indexes have, one-by-one, broken through their previous record highs in recent months, it has been interesting to observe that the dominant reaction among many investors has not been one of celebration but, rather, anxiety.” While the above may sound like current events, it’s actually an excerpt from an April 2013 client letter. The discussion was focused on the... View Article

Are You an Investor or a Gambler?

June 1, 2017 12:00 pm

Behaving irrationally during stressful markets can unknowingly make you a speculator. Key Takeaways There’s a big difference between outguessing the market and “being the market.” Research shows that fear of loss is twice as powerful as the thrill of a gain. A market loss is only real if you hit the sell button and get out. With all the volatility... View Article

A Critical Need for Women: Financial and Estate Planning

May 11, 2017 1:00 pm

Some healthy reminders Key Takeaways Women over 65 are more than twice as likely as men of the same age to be unmarried. Divorce can be as emotionally devastating as the death of a partner and is often a source of financial hardship—the rate of divorce in middle age is rising. Although state laws largely determine property settlements, women should... View Article

Succession Planning: Exiting Your Business in Style

May 4, 2017 2:00 pm

7 Keys To a Happy, Prosperous Succession Plan Key Takeaways Don’t even think about selling your business before you’ve carefully considered what’s next in your life. Many owners overestimate their businesses’ worth and underestimate the amount of time (and stress) it takes to sell. You’re going to have to focus on increasing the value of your business years before it’s... View Article

How to Turn Assets Into Income: Part 3

April 27, 2017 12:00 pm

Do you know how to properly manage Sequence of Return Risk? Do you understand how the phrase “You can’t help when you were born” relates to investing? Have you determined what your safe withdrawal rate can be in retirement? If your answer is “no” to any of the following, you should keep reading: For half of my career, I’ve been surrounded with leading... View Article

Investor Discipline and The Buying Opportunity of a Lifetime

April 20, 2017 10:00 am

“The buying opportunity of a lifetime.” That was how the esteemed financial writer Nick Murray described the stock market environment in early 2009. Hindsight shows he was, of course, spot on. But it certainly didn’t feel that way to many investors at the time. After plunging from 11,000 to 8,500 in just a few weeks in the fall of 2008,... View Article

CAM Launches Clocks For Kids

March 29, 2017 12:00 pm

Greetings, This week we take a break from deep finance and instead share the launch of CAM’s community youth initiative. I am excited to announce, Clocks for Kids, benefiting scholastic chess players around the State of Colorado. The initiative began on March 25th at the Summit School of Chess monthly tournament series and will continue at upcoming scholastic events throughout 2017 and beyond. Summit... View Article

How to Turn Assets Into Income: Part 2

March 23, 2017 1:00 pm

Following a seven-year bull market in real estate and stocks, most of us have watched our home values and retirement accounts increase in value during this period. Regardless of whether you are in the midst of your peak earning years or just wondering where you stand financially, it would be wise to pause and measure progress towards your personal financial goals. In How... View Article

Advanced Estate Planning: So, Mom Is Dating Again?

March 16, 2017 1:00 pm

During most of my career in financial services, the first few months of each year is filled with heavy conversation surrounding investments, the stock market, and getting taxes done. Naturally, some lead to how that impacts one’s retirement and ability to sustain lifetime income. However, thus far this year I’ve also been receiving many estate planning questions which allows me... View Article