OUR WEALTH MANAGEMENT BLOG
Beyond the Basics: The Colorado High Income Professional(s) Tax Checklist
Did you pay too much in taxes this year? If you’re a high-income skilled professional with W2 income, you’ve probably noticed that you pay a lot in taxes each year. You may have also felt like you owed more this year, due to the withholding changes associated with the...
Maybe It’s different this time in the market? Or Maybe not…
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80% of Financial Independence Retire Early Talk Tastes like Chicken, So What’s my 20% Secret Sauce?
"The combination of saving a sufficiently large portfolio AND acquiring a large skill set is key. The skills acquired bring a second layer of security and expand adaptability…. If society continues to prosper, the portfolio will carry the day. If it doesn't, it is...
Recession Investing Mistakes for Dummies
There would be this advantage in traveling in your own country, even in your own neighborhood, that you would be so thoroughly prepared to understand what you saw you would make fewer traveler's mistakes. - Henry David Thoreau You think the "experts" know, so you...
Mo’ money, Mo’ problems: Do firms chasing a billion dollars under management really mean better outcomes for you?
"Habit 2, begin with the end in mind is based on imagination--the ability to envision in your mind what you cannot at present see with your eyes. It is based on the principle that all things are created twice. There is a mental (first) creation, and a physical...
Welcome to H.S.J./Miller & Associates/Colorado/Denver/Seasons Private Capital Management, we are the best, comprehensive, fee-only, fiduciaries ever…
Please relax. Take a seat The best place to solve client challenges is... In our window laced conference room, with our oval shaped well-polished cherry oak board room table, but don't forget our perfectly modern hue grey wall too. One. Only. Please. That one wall...
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Flipping Off The “Average Return”
Unmet expectations cause us distress. At times we lose perspective. When things are going well, we bask in the warm sunshine of +20% returns. But when it temporarily and inevitably floods worst-case -30% returns, we forget there are seasons. Return seasons. Sorry,...
Understanding Poverty Can Help You Become Wealthy
What really keeps people in poverty? Is it the same self-destructive patterns that hold us back, whether we’re poor, middle class, or wealthy? Are we all really not that different? Isn't a foundation of wealth built and lost in the day-in-day-out decision making...
Cutting Off 4 Fingers for a “Rule of Thumb”
When I read some of the rules for speaking and writing the English language correctly—as that a sentence must never end with a particle—and perceive how implicitly even the learned obey it, I think: "Any fool can make a rule, And any fool will mind it." - ...
The Best Advice You Never Received
So…What do you actually do for me? Before I launched MARGIN almost two years ago, an obsessive quest began: What were my peers really delivering to clients? Not just their marketed online services. Not just the lip service of their pitches. Not just their portfolio...
Fast Food Financial Planning
Welcome back! I haven't written you in a while, but I promise there's a few good reasons: As you see, we've revamped our site! Check out our new complexity based flat- fee structure (for current clients, nothing is changing for now). We've also added the story behind...
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