Borglum Team
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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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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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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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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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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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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…
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How to Choose a Financial Advisor When I was reading my news feed on my phone the other day, a story popped up with the headline, “How to Choose a Financial Advisor.” This reminded me…
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Moneta and the Coronavirus The article I wrote for this newsletter will have to sit on the shelf for another time as the Novel Coronavirus pandemic has upstaged all other topics. Let me give my…
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Happy New Year! As I write this article, we are between Thanksgiving and the end of the year, with all the accompanying excitement and frenzy. I have heard from many people that Thanksgiving is their…