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Matthew Erker – Advisor Executives face a host of challenges which can differ dramatically depending on their industry, company size, and other variables. But many executives often share at least one challenge: information overload—which can…
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Kevin Ward, Advisor For many, retirement increasingly represents a meaningful share of our lives—the benefit, partly, of the miracles of modern medicine which have extended our lifespans. But without a daily job to go to,…
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Research shows that the cost of education has risen 3-fold over the last 20 years. Here’s a chart from U.S. News & World Report that illustrates the average tuition growth across universities from…
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Kevin Ward, Advisor As life expectancies have extended and as wealth in many developed countries has grown exponentially over the last century-plus, retirement not only has increasingly become a reality for many, but it also…
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Kevin Ward, Advisor Retirement is a sprawling topic. The word alone can raise questions, emotions, and concerns—about how exactly your future will look, what life will entail as the day-to-day changes, how the financial situation…
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Local Denver 7 News turned to Moneta Partner Lynn Dunston to discuss the topic of retirement planning in a volatile market environment. Here is an excerpt of Dunston’s insight from an article posted on thedenverchannel.com:…
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Deciding when and how to sell a business are two of the most important decisions business owners make. Below is a list of items that are critical to take into consideration in the process. While…
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Lucas Kulma – Advisor Following roughly a year of debate about whether it would prove transitory or lasting, inflation looks relatively robust, regardless of how it’s measured—CPI, core CPI, PCE, PPI, etc. Nor is an official measure especially…
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With a bear market comes opportunities for investors. Watch Advisor Mike Vredenburgh discuss how investors can leverage tax loss harvesting and Roth conversions to insulate their portfolios from taxes on future gains when the market…
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With a bear market comes opportunities for investors. Watch Advisor Mike Vredenburgh discuss how investors can leverage tax loss harvesting and Roth conversions to insulate their portfolios from taxes on future gains when the market…
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Erin Hadary MBA, CFP®, CAP® | Partner Everyone deserves a financial advisor that listens to their concerns, understands their needs, and makes sound recommendations to help them achieve their financial goals. As a member of…
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By Ryan Martin & Lauren Hunt, Senior Advisors The stock market is off to a rocky start in 2022. After rewarding investors with strong growth during the past several years, the Standard & Poor’s 500…
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After an extended period of very low inflation, 2021 welcomed: The broad distribution of the COVID vaccine Additional stimulus A booming economy Supply chain issues A tight job market, and The first signs of…
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Please enjoy as Dave discusses a few recent breakthroughs that give him hope and excitement about the future. Kevin’s “Ask the Professional” answers the question, “What can the Breckenridge Team do for you?” And…
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Since no two people have the same economic situation, it is crucial to pick an investment advisor that can meet your unique needs. The financial sector is vast and includes multiple services, from budgeting to…
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Executive compensation can be paid in multiple ways, including the use of company stock through a Restricted Stock plan. Restricted stock is an award of stock with some sort of restriction. The most…
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By Moneta Advisor Lauren Hunt Review your withholdings If you discover that you withheld too much or too little the previous year and you expect your circumstances to be similar for the current year, you…
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How can you stay calm when the market is crashing? This is a question that I was asked last March when the markets first declined in their reaction to the global pandemic. Two emotions…
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By Lauren Hunt, Moneta Advisor With year-end quickly approaching, taxpayers still have a few months left to plan ahead with strategies that could provide meaningful tax savings. Increase your 401(k) contributions For the 2021 tax…
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So, my taxes are going up. What action should I take? This fall, many high-income taxpayers ask this very question. During the election, the topic of higher income tax rates circulated throughout the news media.…
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In high school, it wasn’t a given that I would attend college. My parents and grandparents hadn’t earned bachelor’s degrees, nor did my aunts or uncles. Many of my friends entered the workforce or started…
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President Biden released some details of his proposed income tax increase, which includes among other things, calling for treating long-term capital gains as ordinary income for taxpayers with annual income exceeding $1M. Those impacted by…
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Something to Look Forward To… Tasha Borglum, Advisor A client once told me that she largely credits one thing to keeping her energized in tough times and even just in the daily grind that can…