I'm always impressed when clients tell me they want to give away money to people or organizations they don't have to. Practicing altruism...

Billionaires, giant pension companies, and uber-wealthy politicians don't hire financial planners like me. They hire economic Ph.D.s and...

What if instead of buying mutual funds & exchange-traded funds (ETFs) to construct a portfolio, you owned all the underlying stocks and...

A Roth conversion is when an investor moves cash or investments from an IRA, 401(k), 403(b), SEP IRA, or SIMPLE IRA plan to a Roth IRA,...

Certified B Corporations, like Aspen Leaf Wealth Management, LLC, are businesses that meet the highest standards of verified social and...

"I want to pay off my house so I'm paying extra on my mortgage" the client beamingly states with confidence. Financial advisors get this...

Roth IRAs provide tax-free income in retirement. In general, the more money an investor can get inside a Roth IRA, the better. In order...

Recently, I stumbled across some research conducted a few years back summarizing why clients leave their financial advisors. Spoiler, the...

New research from Morningstar summarizes what clients believe is important when working with an advisor. The research looked at 15...

There is no consistent pattern linking either a Republican or Democrat president to better stock market returns. You could stop reading...

If you own an asset like property or stock and that asset declines in value compared to the price you paid for it, when you sell that...

According to the Colorado Division of Securities, both "spoof" websites, as well as browser "pop-ups", have been reported.

Using software to gauge where money goes each month helps us better see big picture financial trends.

Sustainable investing with its ESG screening process has outperformed conventional investing so far in 2020.

On March 19th, 2020, Congress reached an agreement both wide in scope and deep in stimulus assistance. The President then signed off on...