• October 14, 2014
• Market Alerts

While these markets are NO FUN, this is where markets separate the “men from the boys.”  Will we take opportunity as...

• October 13, 2014
• Market Timing

Today’s rocky markets make for a market timing ses-pool.  So what better time to offer a brief market timing 101 session,...

• October 3, 2014
• Newsletters

Quiet the Noise (Listen to the Data): Below you will find a “temperature reading” on the market and the risk level...

• September 30, 2014
• Variable Annuities

Having a “Defined Income Variable Annuity” may sound super appealing to a soon-to-be-retiree, or it could just sound complicated. The truth...

• September 24, 2014
• Market Timing

Elk season is in full swing here in Southwest Colorado.  You may have read my blog last year suggesting that hiring...

• September 9, 2014
• Market Timing

Are you a market timer? Is your Advisor a market timer? If so, its time to evaluate your strategy. 2008 seems...

• August 14, 2014
• Market Alerts

• July 28, 2014
• Newsletters

Quiet the Noise (Listen to the Data): Below you will find a “temperature reading” on the market and the risk level...

• July 10, 2014
• Buy and Hold is DEADMarket Timing

I’m getting a great deal of inquiries right now about whether or not the markets are overvalued.  “Buy and hold or...

• June 9, 2014
• Liberated Investor Tool KitWeekly Post

The year is now half over.  Was your goal this year to complete a financial planning checklist for 2014?  First on...