[0:24] The first Tuesday of every month marks the Denver Wealth Management, Inc. (DWM) Portfolio Review Meeting (PRM).
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January 17th: “Quitters Day,” as coined by Strava, marks the average day that folks throw in the towel on their New Year’s resolution(s).1
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Let's begin by addressing the question, what is cybersecurity? According to FINRA, a broad definition of cybersecurity is "the protection of investor and firm
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Q: What was the term “springing for power of attorney?”
A: It’s called a “springing provision,” which allows you to establish specific controls that state when
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One of my favorite past times is moseying through old neighborhoods—for our Denver-based clients, think Wash Park—admiring the homes. Unlike many cookie-cutter
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During our monthly Portfolio Review Meeting (PRM), all Denver Wealth Management advisors meet (virtually) to discuss our holdings. We look at mutual funds
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A few weeks ago, a client shared an idea—or phrase, if you will—that stuck with me. Her dad had always told her, “only pay taxes once.” [0:24]
A great father
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When you think of financial planning, chances are you think of retirement savings, investing in the stock market, preparing taxes, and so on—all relatively dull
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On the first Tuesday of every month, the Denver Wealth Management Investment Committee takes to the war room (now Amazon Chime) for our Portfolio Review Meeting
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iTunes: Mind of a Millionaire
Stitcher: Mind of a Millionaire
October has arrived, and amid a year of tremendous uncertainty, it’s never wrong to plan
iTunes: Mind of a Millionaire
Stitcher: Mind of a Millionaire
On the first Tuesday of the month, our Investment Committee meets—virtually right now—to
iTunes: Mind of a Millionaire
Stitcher: Mind of a Millionaire
Welcome to the Mind of a Millionaire podcast show notes. This week, our co-founder and chief
