Follow our blog for new posts every week; get financial news, insights, and wealth building tips. Also, check out our podcast - new episodes and show notes every Monday. Listen to the Mind of a Millionaire Podcast on iTunes or Stitcher.
Wednesday, October 7, 2020
iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire It’s that time again—time for our monthly Portfolio Review Meeting recap. This month, the Denver Wealth Management, Inc. Investment Committee addressed it all:...
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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. Whether you’re planning for Halloween, which is right around the corner...
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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 discuss each of our portfolios and holdings. Our advisors discuss what...
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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 investment office, Zachary Bouck, CIMA®, expounds upon Nathan Barry’s...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire Given the circumstances, several employers have halted their 401(k) matching programs. The question that we’ve received is, “shouldn’t I stop contributing...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire As you may know, the second Tuesday of every month marks our advisors’ portfolio review meeting. This meeting entails all of our Denver Wealth Management advisors...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire This week, Zak is discussing four different types of “luck” and how they impact your ability to build wealth. Stay in Touch: For more personal finance content,...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire Whether you’re one of the lucky few who picks the winning numbers or you benefit from a substantial windfall, there are steps that you should take prior to making...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire As a result of coronavirus, a majority of Americans – those who remained employed – were forced to work from home. For many of us, this was a first and took some...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire Welcome to episode 81 of the Mind of a Millionaire Podcast. It’s that time again – time for the Portfolio Review Meeting. Every month, our Investment Committee...
Read More![Mother's Day [Virtual] Cooking Class](http://static.fmgsuite.com/media/downloadables/images/thumbnails/c8c91d64-2dd2-4bf4-bde3-1a1b8e9016df.jpg)
As uncertainty continues, it's important that we continue to find ways in which we can connect with our families and friends. This Mother's Day, we did not let social distancing stop us from celebrating. Instead, we teamed up with...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire It’s been a while since we last posted a podcast and for that we apologize. As we continue our trudge through this unprecedented pandemic, we are doing our best to...
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Over the past couple of weeks, the CARES Act has been top of mind for investors, small business owners, and American citizens alike. In addition to the opportunity to halt RMDs, individual stimulus checks, and forgivable loans to small...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire Thank you for tuning into another episode of the Mind of a Millionaire podcast. It has been a bit of an adjustment moving from our regular studio at DWM HQ to our various...
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Recently, we have received numerous questions regarding the Paycheck Protection Program (PPP) and the forgivable loans being offered to small businesses by the Small Business Administration (SBA). Although we may not have all of the...
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Last Friday (3/27), President Trump signed the CARES Act into law – the largest economic relief package in our nation’s history. The CARES Act will include a $1,200 stimulus check to qualifying Americans, waived early...
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The CARES Act, which was signed into law last Friday (3/27) by President Trump, includes many facets aimed toward stimulating our economy as a whole. This is done through aiding individual American’s via stimulus checks and small...
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Monday, March 30, 2020
Since February, the spread of COVID-19 has been disconcerting on many levels due to daily headlines about the imminent public health crisis and the extreme measures being taken to mitigate it. This has caused uncertainty, which has in...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire Webinar: A Financial Guide to COVID-19 Thank you for tuning in to another episode of the Mind of a Millionaire podcast. We present to you: 20 minutes of no coronavirus. Well...
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Listen: A Financial Guided to COVID-19 Watch: A Financial Guide to COVID-19 In the first part of this article, we discussed COVID-19 - the history, the current situation, and the future. In part two, we will go in-depth on what we know...
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Listen: A Financial Guided to COVID-19 Watch: A Financial Guide to COVID-19 Finding accurate and credible information is a challenge, especially as the news changes on a day-to-day basis. In order to serve you and your families as...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire YouTube: Zak's Summary This episode comes a little early in response to the worst day in the Dow Jones since 1987. After finished down 9.99%, mainly due to the widespread...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire YouTube: 60-Second Overview Thank you for tuning in to another episode of the Mind of a Millionaire podcast. This episode was recorded following our Investment...
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Watch our discussion here. Two things have roiled the markets for the past couple of weeks: the slow spread of coronavirus and the democratic presidential nomination. The combination of these two economic factors have led to...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire Thank you for tuning in to episode 74 of the Mind of a Millionaire. This week we are discussing The Cost of Savings. In other words, when should you be frugal, when should...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire Hello, and thank you for tuning in to the Mind of a Millionaire podcast this week. This episode comes out about a week after our February Portfolio Review Meeting (PRM);...
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iTunes – Mind of a Millionaire Stitcher – Mind of a Millionaire Thank you for listening to the Mind of a Millionaire podcast. This week Zak is discussing some recent tax changes along with the SECURE Act. Zak will touch on...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire Thank you for tuning into the Mind of a Millionaire podcast. This week, Zak discusses the first portfolio review meeting of the new year. If you don’t already know,...
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As you may have heard, the SECURE Act (Setting Every Community Up For Retirement Enhancement Act), was signed into law by President Trump on December 20th, 2019. This law, which took effect on January 1st, is the most extensive...
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iTunes – Mind of a Millionaire Stitcher – Mind of a Millionaire Thank you for tuning into the last Mind of a Millionaire episode of 2020. With that said, we will be making a couple changes in the New Year in order to bring...
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iTunes – Mind of a Millionaire Stitcher – Mind of a Millionaire Thank you for tuning into another episode of the Mind of a Millionaire podcast. This week we have a very special guest joining us, Bill Fowler. Bill is the...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Thank you for tuning into another episode of the Mind of a Millionaire podcast. This week Zak is joined by Dave Frum, another advisor in the DWM office, to take you inside our...
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iTunes – Mind of a Millionaire Stitcher – Mind of a Millionaire Thank you for tuning into another episode of the Mind of a Millionaire podcast. The purpose of this podcast is to help you tap into just that: the minds of...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Thank you for tuning into another episode of the Mind of a Millionaire podcast. This week we are discussing wants vs. needs. As you’ll hear, it takes a little while for Zak...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire Thank you all for tuning in to another episode of the Mind of a Millionaire podcast. This week, Blair is discussing home renovations, and more specifically, where you can...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire For the first time in a long time we didn’t have our advisor portfolio review meeting on the first Wednesday of the month. Instead, we held the meeting last Wednesday,...
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iTunes – Mind of a Millionaire Stitcher – Mind of a Millionaire Recently, Zak stumbled upon an article on Your Penny Saver titled 16 Things You Should Do to Save Money October. One thing to be cognizant of when it comes to...
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iTunes – Mind of a Millionaire Stitcher – Mind of a Millionaire Thank you for listening to another episode of the Mind of a Millionaire. As you know, it’s our goal to share with you the habits, routines, and choices...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire Welcome back to another episode of the Mind of a Millionaire podcast. Two weeks ago, Zak discussed some of the awkward money conversations that many of us have been faced...
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iTunes: Mind of a Millionaire Stitcher: Mind of a Millionaire Thank you for tuning into another episode of the Mind of a Millionaire. This week Zak takes you back inside our monthly portfolio review meeting. As a reminder, the...
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ITunes – LISTEN HERE Stitcher – LISTEN HERE Thank you for tuning into another episode of the Mind of a Millionaire podcast where we study the habits, routines, and choices of millionaires. This week, Blair is taking on a...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Thank you for tuning into another episode of the Mind of a Millionaire podcast. Some of us are better at discussing finances than others, however, we’ve all encountered...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Thank you for tuning into another episode of the Mind of a Millionaire. While the holiday season is still three months away, it’s never too early to begin saving and...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Thank you tuning into another episode of the Mind of a Millionaire podcast. This week Zak takes you inside the September portfolio meeting. This meeting gives all of our advisors...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE If you are a member of our email club, chances are you’ve already heard the news! After months of studying, our very own Zachary Bouck has passed his exam and earned the new...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Welcome back to another episode of the Mind of a Millionaire podcast. As you may remember, Zak and his family took on a challenge last week to cut their monthly food budget in...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Welcome to another episode of the Mind of a Millionaire podcast. This episode is a little different. Groceries can be one of the most substantial costs that a family faces –...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Welcome to another episode of the Mind of a Millionaire! This week we are lucky to have both Zak and Blair sharing their insights to the August portfolio meeting. As a reminder,...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Welcome to another episode of the Mind of a Millionaire podcast, where we study the habits, routines, and choices of Millionaires. This week, Zak is making a PSA regarding the...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Welcome to another episode of the Mind of a Millionaire podcast. This week, Blair is discussing his tips for making those big seasonal purchases such as boats and RV’s....
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Welcome to another episode of the Mind of a Millionaire Podcast. This week, Zak is discussing the three financial phases of your life, and more specifically, how you can best...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Welcome to the Mind of a Millionaire podcast. As we’ve mentioned before on the show, on the first Wednesday of every month, our team of advisors get together in the Denver...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Welcome to the Mind of a Millionaire podcast – this week we are continuing the list of listener questions that we started on last episode. Be sure to check out the website...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Thank you for tuning into episode 46 of the Mind of a Millionaire podcast. Last Wednesday was Bike to Work Day here in Denver. In honor of the environmental awareness day, we...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Welcome to episode 45 of the Mind of a Millionaire podcast. This week, Zak shares his thoughts briefly on the market. As of today June 20th, 2019, the stock market closed at an...
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iTune – LISTEN HERE Stitcher – LISTEN HERE Welcome to episode 44 of the Mind of a Millionaire podcast. We had the opportunity to talk with Brian, founder of Debt Discipline. A little bit about Brian: him and his family paid...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE This week Blair is covering a pretty somber topic. Afterall, we hope you won’t ever have to use it, but divorce is a reality for many folks. After last weeks episode, which...
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Combining finances can be an extremely stressful event for all of us. Especially when it comes to our personal finances. Afterall, this includes not only our life savings, but it means you’ll most likely have to alter your...
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Welcome to episode 42 of the Mind of a Millionaire podcast. This week we are discussing Your Newlywed Checklist, which truly discusses the necessary steps to combining finances....
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iTunes – LISTEN HERE Stitcher – LISTEN HERE Welcome to episode 41 of the Mind of a Millionaire podcast. After our previous episode where we discussed summer savings, we received several phone calls and recommendations for...
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iTunes - LISTEN HERE Stitcher - LISTEN HERE Welcome to episode 40 of the Mind of a Millionaire podcast. This week we are lucky enough to be joined by Susie Germany, an expert estate planning attorney. Susie discusses the ins and outs...
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For many kids who grew up in middle/middle-upper class families, you may have experienced a lifestyle that took your family years and years to create the financial means for. Owning two cars, a nice home, eating out every week,...
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iTunes - LISTEN HERE Stitcher - LISTEN HERE Thank you for tuning in to another episode of the Mind of a Millionaire podcast. This week Zak answers a few listeners questions which include credit cards debt, interest rates, recent...
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iTunes - LISTEN HERE Stitcher - LISTEN HERE This week we are joined by Ashley Blanco of New York Life and MainStay Funds. Ashley is an expert when it comes to women in finance. On this episode of the Mind of a Millionaire we get to...
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This week we took a little different approach – we did a rapid-fire question-and-answer session with Zak. With a buildup of frequently asked questions, we tried to answer as many as we could in the run time of our show, briefly,...
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Here in Denver it seems as though the snow has finally stopped for the year – knock on wood – and summer is just around the corner. For a lot of us, that means warm weather and more daylight. It also means more weekend...
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iTunes - LISTEN HERE Stitcher - LISTEN HERE Thanks for tuning into another episode of the Mind of a Millionaire. This week we are talking about the meaning of financial independence, affordable summer plans, and our favorite financial...
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Last week we had the opportunity to sit down with Dan Carreno of Change Finance and discuss responsible investing. Responsible investing can take on many forms from religious to social to environmental, etc. – essentially...
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iTunes - LISTEN HERE Stitcher - LISTEN HERE We have received a lot of questions in regard to socially conscious investing. In other words, how can you invest in companies that parallel your values, whether is from an economic...
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April 12th is National Teach Your Children to Save Day. With that said, 55 million Americans have no emergency savings (CNBC), making now as good a time as any to teach your children the importance of saving their money. You may be...
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iTunes - LISTEN HERE Stitcher - LISTEN HERE As some of you may have heard on the podcast before, the first Wednesday of every month marks our team portfolio meeting here at Denver Wealth Management. This is an opportunity for all of...
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This previous winter has left most of us craving a summer getaway. Maybe a week at Disney World with the kids or a no-kids weekend away with your spouse – whatever it may be, there are always creative ways to cut down the cost of...
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Thanks for checking out another episode of the Mind of a Millionaire podcast. For daily tidbits on wealth building and wealth management follow us on Twitter. For DWM updates check out our Facebook and join our email club on the...
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Many investors choose to purchase their own stocks, but don’t underestimate the value of professional help. First, understand that the average return in the stock market is around 10%, which trumps the 1% management fees that...
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iTunes - LISTEN HERE Stitcher - LISTEN HERE Thank you again for tuning into the Mind of a Millionaire podcast. This week, Zak takes another crack at answering some of our more frequently asked listener questions. Please continue to...
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Budgeting is a skill. You won’t get it right on the first go-round. You will overspend in some areas, you will under-spend in others, and you may even spend in areas you completely left out. The key to creating a budget that...
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iTunes - LISTEN HERE Stitcher - LISTEN HERE Thanks for tuning in to the Mind of a Millionaire podcast. This week, Zak answers a couple more listener questions regarding budgeting and portfolio risk. If you have questions that you want...
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This is a question we get a lot here at DWM – and it’s certainly a valid question. For beginner investors, there is (generally) no one to tell you how much money you should be investing nor the type of account you should...
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iTunes - Listen Here Stitcher - Listen Here Thanks for tuning into another episode of the Mind of a Millionaire. This week we answer some more listener questions and we answer possibly one of the most frequently asked personal finance...
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Before diving into this article, understand that I’ve written this for the few who need to build their credit score. It may be time to buy a house and the bank will want to see a history of payments. If you already have a...
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Welcome to another episode of the Mind of a Millionaire podcast. This week, Zak answers some listener questions regrading tax refunds, building credit, starting a business, and short-term goals. If you haven’t already, hit that...
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Before diving into this article, I must give a brief disclaimer first: This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified...
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iTunes - LISTEN HERE Stitcher - LISTEN HERE Thanks for tuning into another episode of the Mind of a Millionaire. This week Zak discusses updates and changes you should be keeping in mind this tax season. He also discusses the...
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A couple weeks ago Blair had the opportunity to interview author Paul Gallagher on our podcast Mind of a Millionaire. On the show, we discussed Paul’s recently published book, The Amazing Me Project. The fundamental premise of...
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iTunes - LISTEN HERE Stitcher - LISTEN HERE A new week means a new episode of the Mind of a Millionaire. This week on the show, we hit a new milestone; we interview a published author. We are honored to be joined by Paul Gallagher,...
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Las Vegas, Nevada February 4-6, 2019 The Barron’s Team Summit occurs for three days every year as an opportunity for elite-tier advisors to learn from other top performing financial advising teams. This conference is by invite...
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Winter has come in full-force this year. If you’re like us, you’re ready for summer. You’re ready for the pool; for grilling; for warm nights. Or maybe you’re ready for something more – maybe you’re...
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iTunes - LISTEN HERE Stitcher - LISTEN HERE Welcome back to another episode of the Mind of a Millionaire podcast. If you don’t already, be sure to subscribe on Stitcher and on iTunes. Follow us on Twitter: @BlairAndZak, and check...
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In the past 50 years, life expectancy has increased by more than ten years. That's ten additional years that you must save for your retirement. Some may argue the best method to save enough is to find a job you like and work longer...
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iTunes - LISTEN HERE Stitcher - LISTEN HERE Welcome to another episode of the Mind of a Millionaire podcast. In the last 50 years, the average life expectancy has jumped nearly ten years. That is ten more years that we must include...
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If you want to meet our writers/co-founders join us at Pints with Partners on February 21st at Dry Dock South from 6:00pm-7:30pm. At least come for a free beer. Most American’s are financially more prepared to die, than to become...
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iTunes - LISTEN HERE Stitcher - LISTEN HERE Hello all, and welcome to another episode of the Mind of a Millionaire Podcast. Although our topic this week may not be the most fun to discuss, it is one of the most important topics that...
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How much vacation spending is too much? Whether it’s a beach vacation to a tropical island in the middle of the sea or a log-cabin, mountain adventure, we can all use a nice getaway every now-and-then. Between the Surf and Turf...
Read MoreiTunes - LISTEN HERE Stitcher - LISTEN HERE This week Zak offers his insight to some listener questions. Thank you to everyone who has sent in their questions, and please, if you have any other questions, reach out on Facebook, email...
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Bouck’s Rule By: Zachary Bouck I recently had the opportunity to sit down and speak with Michael Dinich about some personal finance tips and tricks that he sees success in. During this discussion I had mentioned an idea out loud....
Read MoreiTunes - CLICK HERE Stitcher - CLICK HERE We would like to start this week by apologizing for some technical difficulties. Michael Dinich is our guest this week – he is the founder of Your Money Geek, a fantastic personal finance...
Read MoreiTunes - LISTEN HERE Stitcher - LISTEN HERE This week we are trying something new – we took five questions from listeners and answered them on the podcast. The questions this week range from recent college graduates who are...
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To accumulate wealth, we recommend you focus your money mindset. You must create a closer, more frugal relationship with your money. After studying the habits and the routines of financially successful individuals, we found these ten...
Read MoreiTunes- LISTEN HERE Stitcher- LISTEN HERE Welcome to another episode of Mind of a Millionaire. On this podcast we study the habits, routines, and choices that lead to financial independence. If you haven’t already, subscribe to...
Read MoreiTunes - LISTEN HERE Stitcher - LISTEN HERE This week on Mind of a Millionaire, Zak shares some of the secrets to success when it comes to accomplishing your 2019 New Years’ resolutions. Whether your goal involves your personal...
Read MoreiTunes- LISTEN HERE Stitcher- LISTEN HERE Welcome to another episode of the Mind of a Millionaire Podcast. This week our special guest is Robert Farrington. Robert is the founder of The College Investor – a blog all about paying...
Read MoreiTunes- LISTEN HERE Stitcher- LISTEN HERE This week we got to sit down and talk with Jim Blankenship. Among many things, Jim is a talented author having released three books and an accomplished blogger. Not only does he write for his...
Read MoreiTunes- LISTEN HERE Stitcher- LISTEN HERE Welcome to another episode of the Mind of a Millionaire podcast. In this episode our co-founders, Zachary Bouck and Blair Braden, sit down to tell you about themselves and how Denver Wealth...
Read MoreiTunes- LISTEN HERE Stitcher- LISTEN HERE Welcome to another episode of Mind of a Millionaire. This week we are so lucky to have insurance agent/extraordinaire, Katy Roth, to offer insight and tips on getting the most from your...
Read MoreiTunes- LISTEN HERE Stitcher- LISTEN HERE Welcome back to another episode of Mind of a Millionaire. We had some magnets made in the office that outline the ten steps you should take that will help you to be in better control of your...
Read MoreiTunes- LISTEN HERE Stitcher- LISTEN HERE Mind of a Millionaire – EP:013 The Investor’s Mindset We are happy to announce our podcast has changed names. We were using the name The Denver Wealth Podcast as a brief placeholder...
Read MoreiTunes- LISTEN HERE Stitcher- LISTEN HERE Thanks for tuning into our podcast! This week’s episode offers some important financial insight; Blair discusses five habits shared by the individuals who have control of their own...
Read MoreiTunes- LISTEN HERE Stitcher- LISTEN HERE Welcome to another episode of Mind of a Millionaire. Halloween was a few days ago, and we decided to release a spooky Halloween edition touching on the recent market drop. We hope this can help...
Read MoreiTunes- LISTEN HERE Stitcher- LISTEN HERE This week we had the opportunity to chat with life coach/philosopher/Twitter celebrity/father/personal finance guru/all-around great guy, Mark Allen Bovair. Mark has overcome debt twice in his...
Read MoreiTunes- LISTEN HERE Stitcher- LISTEN HERE Welcome to another episode of the Denver Wealth Podcast. This week we are joined by real estate expert, Jason Rossi. Jason was a home appraiser for thirteen years before moving making the move...
Read MoreWelcome to another episode of the Denver Wealth Podcast. This week we had the pleasure of sitting down with mortgage extraordinaire, Norah Lile. Norah is the owner of Integrity Mortgage Company. Her background is in underwriting, but...
Read MoreThe Colorado Mega Millions jackpot hit a record-high $1 billion dollars on Friday, Oct. 19th. Like many of you, if I won, I would buy a giant house, a new car, maybe a boat. Luckily, our financial advisors can offer some better advice...
Read MoreLISTEN HERE! Thank you all for tuning into The Denver Wealth Podcast! This week, Zak talks about saving for your child’s college – what are the account options, how much should you be saving, and what will the taxation...
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LISTEN HERE! Have you ever wondered how Motel 6 got that name? Were there five predecessors to Motel 6? What happened to Motels 1-5? Well, there was no Motel 1-5. Motel 6 got that name because it cost only $6 to rent a room in when it...
Read MoreLISTEN HERE! As always, thank you for tuning in to The Denver Wealth Podcast. In this episode we took a slightly different approach. This episode consists of Zak reading aloud the story of Bob – the world’s worst market...
Read MoreLISTEN HERE! Thanks for tuning into another episode of The Denver Wealth Podcast. On this episode, Zak is joined by special guest and financial consultant, David Frum, to talk about the importance of asset allocation. Follow us on...
Read MoreLISTEN HERE! Welcome to another episode of The Denver Wealth Podcast! This episode was inspired by a question we received on our Facebook page, and a great question at that. Don’t hesitate to send us any questions you have...
Read MoreLISTEN HERE! Welcome back to another episode of the Denver Wealth Podcast. Please send us any questions you have about investing. We are open to all questions and comments; we would love to feature yours in upcoming shows! This...
Read MoreLISTEN HERE! Welcome back to another episode of the Denver Wealth Management podcast. Don’t hesitate to send us any questions you may have about the market or the current economy and then tune in to hear our answers. What is...
Read MoreListen Here! Welcome to the first ever Denver Wealth Management podcast. In an effort to stay better connected with you, we will be releasing a podcast once a week to answer your questions and keep you all up to date with relevant...
Read MoreAs we look back on the month of July, the standout stories for the summer so far have been strong U.S. economic growth and surging corporate profits. Although tariffs continue to grab headlines and may raise investor concern, we...
Read MoreWe are pleased to announce the release of the LPL Research Midyear Outlook 2018: The Plot Thickens, with investment insights and market guidance to take you through the rest of the year. So far this year, the return of the business...
Read MoreWhile trade headlines have garnered a lot of attention, and roiled markets in some instances, it’s important to reiterate that neither side wants a trade war. The tit-for-tatwe’ve seen over the past few months may be more...
Read MoreThe summer months are underway, which means that both vacations and midyear check-ins are ahead. As we approach the midpoint of 2018, many of us will take this opportunity to reflect on what we’ve seen so far and what may be...
Read MoreInvesting for income in a rising rate market can be tricky. As interest rates go up, the value of bonds go down, causing the potential for short term losses. But, when interest rates go up, the yield on bonds becomes more attractive...
Read MoreIt’s easy to get caught up in the day to day, and even the year to year fluctuations in the stock market. We know from countless studies, the most productive investors typically stay invested in the stock market, even through...
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We are excited to introduce Tony Pelz, Denver Wealth Management’s newest team member. Tony will be working primarily with Zachary, Blair, and Richard in the analysis, implementation, and ongoing monitoring of our client’s...
Read MoreManaging wealth means more than just investing in well researched stocks, bonds, index funds, and mutual funds. It also means we are doing everything we can to keep your financial security a top priority. Before we discuss investments,...
Read MoreJuly 1st, 2017 We are halfway through 2017 so it’s time for our mid-year analysis of investment performance year to date, and our forecast of where we believe the US and world economy are heading. In our last newsletter, we made...
Read MoreWe like the idea of a generic newspaper. In the Business & Finance section the headline could read “Future Uncertain” and “Companies Raise Dividends”. On any given day, the details of the headlines vary, but...
Read MoreWe have a running joke at the Denver Wealth Management office that “people are wrong, all the time.” To be more specific, we should say financial pundits and forecasters are wrong all the time. Think back to the...
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