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Beneficiary & Estate Planning Month

Monthly Newsletters

Beneficiary & Estate Planning Month

Understanding how your assets will transfer to your heirs helps you to create an estate plan.

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Bipartisan Budget Act of 2015 and Social Security Changes

Blog

Bipartisan Budget Act of 2015 and Social Security Changes

There’s been lots of coverage in the news the past couple of weeks about changes to Social Security claiming strategies, so we’d like to share a few key highlights about what’s changed and how it may affect you.

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Passive vs. Active Management

Videos

Passive vs. Active Management

As an investor, would you prefer a passive advisor who offers a cookie-cutter solution simply because it’s cheaper and easier or one who actively selects the most suitable investments to include in your portfolio?

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Credit Month

Monthly Newsletters

Credit Month

When was the last time you reviewed your credit report?

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3 Reasons Why Robo-Advisors May Not Be for You

News

3 Reasons Why Robo-Advisors May Not Be for You

While robo-advisors may be a fit for certain investors, they’re not for everyone. Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors.

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Relax, Reflect, and Roll On

Blog

Relax, Reflect, and Roll On

Published by: Rob Furlong I recently celebrated a milestone birthday doing one of my favorite things in one of my favorite places: riding my bike in the San Juan Mountains of southern Colorado.

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Investment Process: The Importance of Process in Your Investment Strategy

Resources

Investment Process

As investors, we would all like to effortlessly beat the markets, buying and selling investments based on brilliant timing, instinct and a little luck. But most of us realize it’s not that easy.

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IRA Checklist Month

Monthly Newsletters

IRA Checklist Month

As summer draws to a close, what better time to refocus and review your retirement plan?

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Why You Shouldn’t Manage Your People Like “Robo Amazon”

Blog

Why You Shouldn’t Manage Your People Like “Robo Amazon”

Published by Scott Ford When I speak at wealth advisor conferences, I’ll often ask, “What are you going to do when a company like Amazon comes into our business? How are you going to compete with that level of customer knowledge combined with that level of technology?”

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Keeping Your Retirement Income Stream Growing and Flowing

Videos

Keeping Your Retirement Income Stream Growing and Flowing

With years of hard work and planning, many reach their financial goals and are able to retire. So how can you prepare for this stage in your life? Watch the video below for tips on how you can keep your income replacement stream growing & flowing.

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