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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.

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.

Fall Financial Planning

While you’ve probably already begun to enjoy pumpkin spice lattes, several types of pumpkin flavored beer, and most importantly – the start of football season, next week officially marks the first day of fall. As the calendar changes season and we get closer to the end of the year, now is a …

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. Download Guide

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?”

4 Challenges During Retirement

No matter how well-prepared you may feel for life in retirement, none of us is immune to the challenges presented by market volatility, rising taxes and inflation and longevity. Fluctuations in the financial markets, interest rates and the value of the dollar affect the price of the goods a …

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