Understanding California Proposition 19: What It Means for California Property Owners

Author: Rhonda Morgan

Read More

Robo Advisors vs. Personal Financial Advisors: Which Should You Choose? 


Read More

More than a Checklist: Finding the Right Financial Adviser


Author: Brian Parker

Check out this article that was originally featured in TheStreet. 

Read More

What Does the ‘Fiduciary’ in ‘Fiduciary Advisor’ Mean?

Imagine a world where every professional had to act in your best interest. Wouldn’t that be nice?

That’s what it means to be a fiduciary financial advisor.

Read More

Financial Planning Tips For Retiring In Denver

Denver is a beautiful, happening city with lots going on. It’s got something for everyone.

If you’re a fan of the outdoors, the Rocky Mountains, Pikes Peak, Garden of the Gods, Black Canyon of the Gunnison, and Great Sand Dunes National Park are all within striking distance. If you’re a sports fan, there are the Rockies, Broncos, Nuggets, and Avalanche. Animal lovers can check out all sorts of species at the Denver Zoo. Music fans have easy access to one of the most prestigious venues in the nation: Red Rocks. There’s great weather, too—assuming you don’t mind some snow.

Read More