• 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...

• May 20, 2014
• Retirement

There are 3 retirement planning statistics that trouble me the most – and investors need to know how to protect their...

• May 15, 2014
• 401k

If you’re thinking about a 401k rollover to annuity…DON’T.  Simply put, annuities = HIGH FEES.  Class dismissed. Studies show that most...

• May 13, 2014
• 401k

Want to learn how to rollover a 401k the easy way?  Most investors do. Whether it’s how to rollover, how to...