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...
How To Be Positively Skeptical: Check the Facts Before You Act
“You can outsource expertise but never your understanding, especially when it comes to your...
How To Be Positively Skeptical: Due Diligence
“All media shares one thing: Someone created it. And it was created for a reason. Understanding...
Market Update: Early Summer 2022
It’s not a secret that market volatility has picked up significantly in 2022 with corrections...
To Be Positively Skeptical: The Benefits of Having a Doubt
“I’m not an optimist. That makes me sound naïve. I’m a very serious ‘possibilist.’ That’s...
Three Thoughts During Scary Markets
Remember all those times we’ve said that investment risks and expected rewards are related?...
Q1 2022: A NEW WORLD
2022 arrived on a tailwind of strong market performance and economic growth, carrying with it the...
Interest Rates, Inflation, and Investment Strategy: Investing in Uncertain Times
When interest rates, inflation, or both are on the rise, what’s an investor to do? This article...
Protecting What’s Yours (After You Pass): Step-by-Step Estate Planning
In our last piece, we emphasized the importance of estate planning as the greatest gift you can...
Protecting What’s Yours (After You Pass)
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your...
Still Concerned About Inflation? Here’s Your Best Course of Action
In our last piece, we covered the recent uptick in inflation, and what to make of it in historical...
Guess What? Not All Inflation is Bad.
What Is Inflation? Inflation is the rate at which a currency loses its purchasing power as...
Are the Ups and Downs of the Market Giving You Motion Sickness?
Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If...
Tax-Wise Financial Planning: Tax-Planning Challenges & Opportunities
Managing for tax-efficient investing is just one way we help families reduce their lifetime taxes....
Tax-Wise Investing: Making the Most of the Tools Available
It’s one thing to have the tools we described in our previous blog. It’s another to make best use...
Q4 2021: A Strong if Bumpy Finish
The stock market kicked off the fourth quarter with a powerful rally in October and added to those...
The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a...
Don’t Hoard Your Cash Because of Inflation. Understand Real Returns
If all this inflation talk has you wondering if you should stuff some cash under the mattress and...





























Graham Ditus


Tim Kulick, CPA®
Drew Kelleher, CFP®


