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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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Ahead of National Women’s Equality Day on August 26th, this article shares key data points highlighting why women must take a different approach to their financial strategy than men. Women continue to earn less Despite…
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How to Help a New College Student Prepare for Success The first semester of college is an exciting time, and the perfect moment to pass along financial tips for your new college student. Oftentimes, it’s…
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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 2002 through…
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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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This article, written by Franklin Distributors, LLC, provides great insight on how to approach today’s investment environment. 1. Watching from the sidelines may cost you When markets become volatile, a lot of people try to…
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Five Steps to Declare Your Financial Independence Are you ready to revolutionize your fiscal plan and attain financial freedom? In 2019, an AARP study found that 53% of adult households in the United States did…
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Curb Your Spending This Season with These Helpful Tips Did you know that the summer season can affect your spending habits? Feeling the sun on your skin, the sand between your toes, and looking up…
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Now is The Time to Strengthen Your Finances and Finalize Your Retirement Plans While it’s true that it’s better to begin saving earlier rather than later, it’s not too late to start building wealth in…
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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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Focus on Your Retirement Strategy Scorecard So You Can Relax Wouldn’t you love to live like it’s summer vacation forever? With a strong financial retirement strategy, you can. How? When it comes to finances, looking…
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Clarity is Key if You Want to Reach Your Personal Financial Benchmarks When it comes to your money goals, it’s important to focus attention on your short-term and long-term financial goals. Gaining clarity on which…
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What a change we have seen in the housing market in just the last two months. Mostly due to the 2022 usual suspects: historically high inflation and rising interest rates. In the first quarter, while…
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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 above-average…
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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…