But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves. But we can weave each event into the tax-planning fabric of your financial life.
Supporting Adult Children? Here are 4 Ways a Financial Advisor Can Help You Stop
As parents, it’s our job to wean our children off things as they get older and more independent:...
Tax Planning: Tax-Wise Investment Techniques
In our last piece, we introduced some of the tools of the tax-planning trade. These include...
What Should Be In Your Tax-Planning Toolbox
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a...
The Secure 2.0 Act Crash Course
Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on...
Investing Is Personal: Be Patient
So far in our investment basics series, we’ve explored the history of investing; how important it...
Understanding Price-Setting: The Price You Pay Matters
In our last piece, we described our marvelous markets, and how to account for their being both...
Ingenuity and our Marvelous Markets
In our last piece, we introduced the importance of saving, which is the first of five basics that...
Investment Basics: Save then Invest
In our last piece, we wrote about how recency bias can damage your investments by causing current...
Defending Against Recency Bias
There were so many big events competing for our attention this summer … said nearly every...
Total-Return Investing for Solid Construction
As we’ve discussed in the first two parts of this three-part series, we do not recommend turning...
High-Yield Bonds: Sticks and Stones Can Break You
In Part I of our three-part series on investing for retirement income in low-rate environments, we...
Dividend-Yielding Stocks: Straw, Sticks or Bricks?
If ever there were an appropriate analogy for how to invest for retirement, it would be the...
Q3 2022: Fed Speaks, Markets React
Stocks took investors on a roller coaster ride in the third quarter with an early summer rally...
Market Update Q3 2022: The Inflation Outlook and Your Investments
The Inflation Outlook and Your Investments These are trying times around the world, with the...
Market-Timing Traps and Temptations
Even though we know it was just dumb luck, can we get a round of applause for seeming to forecast...
Protecting What’s Yours (While You’re Alive)
Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways...
Denver Private Wealth Management 2022 Client Appreciation Event
Once again, we spent an amazing day with our clients at Columbine Country Club during our annual...
Hidden in Plain Sight, Investment Strategy #3: Controlling Costs
In the first two installments of our three-part “hidden in plain sight” investment strategy...
Hidden in Plain Sight, Investment Strategy #2: Manage Market Risks
In our last piece, we described why most investors should ignore the never-ending onslaught of...
Hidden in Plain Sight, Investment Strategy #1: Being There
If you’ve ever dabbled in graphic design, you’re familiar with the concept of white space. When...
Q2 2022: RECESSION WORRIES
Q2 kicked off amid unabated inflation, Federal rate hikes, Omicron lockdowns in China, and...
What Is Liquidity?
Are your investments liquid or illiquid? When a holding is liquid, it simply means you can sell it...
Getting Real with Your Retirement Planning: Understanding Sequence Risk
Clearly, there is a lot to think about when planning for retirement. While we have a degree of...
























Graham Ditus


Tim Kulick, CPA®
Drew Kelleher, CFP®


