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Why an Investment Process is Key to a Successful, Stress-Free Retirement

Why an Investment Process is Key to a Successful, Stress-Free Retirement

It’s natural to feel anxious about investing. We all want to make the best decisions when it comes to planning for retirement—decisions that will help...

What Pre-Retirees Need to Know About Investing in Bitcoin and Other Cryptocurrencies

If you’re in retirement or planning for retirement, you may have questions about cryptocurrencies. Read this to learn how to maximize your wealth mana...

Denver Retirement Planning Decisions: IRA vs Roth IRA vs 401K

You’ve probably heard it before - when it comes to retirement, save early and often. However, some people put off retirement investment planning simpl...

Everything Denver Retirees Need to Know About Federal Reserve Interest Rates and Cuts

    The economy changes rapidly, and Federal Reserve interest rates have a direct impact on the U.S. economy as it stimulates economic growth, balance...

Retirement Planning: How to Travel Using Your IRA Funds

How to strategically use your IRA Funds for Travel How travel fits into your retirement planning with IRA funds If you’ve spent years “paying yourself...

How to Protect Your 529 College Savings Plan From Impulse Buys

Education is an investment that can push you or a family member toward obtaining an advanced degree and a successful future. If you’re stashing cash a...

Market Volatility is More Common Than You Think

For those of you who closely follow the capital markets, the recent volatility may be causing some investors to worry. In the past couple of weeks, fr...

How to Use a 529 to Pay for K-12

As of January 2018, parents can now use their 529 plans to pay for private K-12 tuition. Originally designed for college, 529 plans allow tax-free ear...

Sailing with the Tides [Dimensional]

A mistake many inexperienced sailors make is not having a plan at all. They embark without a clear sense of their destination. And once they do decide...

Recent Market Volatility

After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many...

To Bit or Not to Bit: What Should Investors Make of Bitcoin?

Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central ban...

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