Three questions to see scams coming
The collapse of FTX and its crypto-asset token, FTT, is a tragic loss for millions of investors. We aren’t going to focus on blame or whether fraud charges might be on the table but rather discuss some of the red flags that existed beforehand and what the fallout could mean in the long run. First, […]
Elections and your money
The article below was originally published by our partners at Dimensional Funds by Weston Wellington. It describes how the market tends to react to an election year and how we, as investors, can respond.
Misleading marketing targeting Colorado Business Owners
Some financial professionals are misrepresenting the Colorado SecureSavings to imply that employers are now required to provide a 401(k).
Top 5 ways salespeople trick you
These are the ways salespeople trick customers into buying more or buying things they can’t afford.
Solar scams in 2022
Here is a list of common lies salespeople tell when trying to get someone to go solar.
New tax enforcement
If you cheat on your taxes, STOP. The IRS is increasing enforcement and now they have serious funding to do it.
Pensions in the bear market
Brace yourselves for trouble next summer. The Denver and Colorado pensions reported earnings though December of 2021 and appeared to be relatively stable. Other state and local pensions are giving more recent numbers, and according to the Wall Street Journal, we are seeing the worst year since 2009. Those on PERA may see worse pensions […]
Real estate mistakes
Real estate can be part of a balanced breakfast, but it needs to fit in with your overall financial plan.
Top 5 reasons not to blindly follow Elon Musk
Elon Musk throws up a lot of red flags including manipulation, mocking regulators, and having an affair with his friend’s wife.
Why our relationship should be based on trust
R Persichitte was featured in an article in Investor’s Business Daily about trust and client relationships.