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Finance

Why investors need the sizzle and the steak

The financial markets today are more challenging than they have been in some time. We have many red herring indicators that are confusing to all of us as investors.

Celebrating 529 plans on National College Savings Day

As the school year begins to end for some and National College Savings Day (5/29) fast approaching, now may be an opportune time to start thinking about college – particularly 529 college savings plans.

The Fed and interest rates: What investors should know

There has been much chatter in the last few months since the Federal Reserve’s decision to raise interest rates in December. Economists and investors are keeping a watchful eye on the markets as the Fed decides its next move.

What millennials need to know about their money

In the wake of millennial generation boom, advisors are preparing for a shift in their client demographic and an understanding of how millennials view money and managing their wealth.

Is what happens on “Billions” myth or reality?

If you’ve seen the Showtime series Billions, you may have wondered how closely the show mirrors the real world of Wall Street power brokers.

What moms need to know about money

While it’s ultimately up to you and your spouse to decide how to best handle household finances, it’s important that both parties are continuously involved and informed.

What's on the minds of Denver's wealthiest investors?

More than half of Denver's high-net worth investors think there will be another recession in the next five years, according to a recent Investor Pulse Poll conducted by Morgan Stanley Wealth Management.

Negative interest rates: A risky new economic tool?

Imagine depositing funds into a bank account and having the bank charge you to hold the money. Fortunately, this hasn't happened yet, but it could.

Three great ways you can control rising health care costs

Technology is helping benefit managers save time and a few headaches. But all these new "shiny metal objects" are distracting employers from focusing on the one strategy that has stood the test of time.

If you think tax season is over, you need to think again

Most of us want to forget about tax season the minute our returns are filed. Just because tax season is over, however, doesn’t mean you should forget about taxes until next year. Now is the time to start planning.

Investors: How to know when to hold 'em and when to fold 'em

One of the more difficult decisions for a portfolio manager is knowing when to sell a stock. In general, if you own a well-run business with a solid history of profitability, the vast majority of the time holding a company through a contracting business cycle is the right call; but not always. And there's the rub. How do you know when it's time to "fold them"?

How investing is like driving your car

During my career as a Wealth Management Advisor, I have met with thousands of investors. I have observed clients that have made mistakes based on emotional decisions and I have met with clients that have made lucky decisions. However, I noticed a trend with the habits and decisions made by many people with wealth.
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