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    Be Careful Accelerating Debt Payoffs
    Greg Lessard, CFP®, CRPC®
    • Apr 13, 2021
    • 6 min

    Be Careful Accelerating Debt Payoffs

    "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...
    Why Clients Fire Financial Advisors
    Greg Lessard, CFP®, CRPC®
    • Jan 27, 2021
    • 8 min

    Why Clients Fire Financial Advisors

    Recently, I stumbled across some research conducted a few years back summarizing why clients leave their financial advisors. Spoiler, the...
    Does The Election Matter For The Stock Market?
    Greg Lessard, CFP®, CRPC®
    • Oct 7, 2020
    • 5 min

    Does The Election Matter For The Stock Market?

    There is no consistent pattern linking either a Republican or Democrat president to better stock market returns. You could stop reading...
    Portfolio Tactics During The Next Market Downturn
    Greg Lessard, CFP®, CRPC®
    • Feb 29, 2020
    • 5 min

    Portfolio Tactics During The Next Market Downturn

    What happens if you lose 30%, 40% 50%? Do you have a game plan you're prepared to execute? Here's what we suggest.
    Rate of Return Trailing Time Frames
    Greg Lessard, CFP®, CRPC®
    • Oct 2, 2019
    • 3 min

    Rate of Return Trailing Time Frames

    How quickly can an investment portfolio's performance change? This client's story will surprise you!
    Financial Complexity Is Killing You
    Greg Lessard, CFP®, CRPC®
    • Jul 3, 2019
    • 5 min

    Financial Complexity Is Killing You

    Yes, quite literally! It's a well established principle in psychology that complexity contributes to mental illness. As we voluntarily...
    I Saved $80,000 In 3 Years. Here's How I Did It.
    Greg Lessard, CFP®, CRPC®
    • Jun 25, 2019
    • 3 min

    I Saved $80,000 In 3 Years. Here's How I Did It.

    Read the things I did as well as avoided on my savings journey.

    Aspen Leaf Wealth Management, PBC is a fee-only Registered Investment Advisor (RIA). We are based in beautiful Golden, Colorado and regulated by the Colorado Division of Securities. Throughout this site, we went out of our way to present unbiased data believed to be from reliable and respected sources. However, its accuracy, completeness, and relevance are not guaranteed and no responsibility is assumed for errors or omissions. This is especially true as new information emerges and the investing landscape evolves. Last, we encourage you to remember the old adage, historical risk and return is no guarantee of future results. Enjoy your visit and thank you for stopping by!

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