Clarity and Caution Around Capacity

Clarity and Caution Around Capacity

Many people work hard to make sure there are ample assets to provide for the go-go, slow-go and no-go season of life.  Have you ever considered how the mental capacity to manage those resources will change as you age? A study done in January of 2017 by the Center for...
Answers To Your Questions

Answers To Your Questions

  People call the office – “I just have a quick question”.  At a party, someone will approach me, cocktail in hand and ask something like:  “The domestic equities market has a high P/E ratios, are we headed for a downturn?”  Or, “I’m about to retire, how should I...
Financially Flourishing

Financially Flourishing

Summer is upon us and we watch mother nature flourish before our eyes. I love getting outside each day, feeling the warmth of sunshine, and admire the beauty that surrounds us here in the Roaring Fork Valley.    I truly believe it is in our nature to want to thrive...
“Engineer” your financial future

“Engineer” your financial future

We just returned from celebrating my nephew’s college graduation. We had three generations together for several days of festivities.  My sister and her husband beamed as their son walked to the platform to accept his diploma.  It was fun to listen to technical...