OUR WEALTH MANAGEMENT BLOG

Colorado 529 Plan – CollegeInvest – Podcast Interview with Brennan Hannon

Jul 18, 2018

<![CDATA[ Everything you wanted to know about the Colorado 529 Savings Plan (but didn't know, or were too afraid to ask) Please join me with Brennan Hannon, Advisor Relations Manager at CollegeInvest, as we talk about all things Colorado 529, and 529s in...

I Was At Your Free Steak Dinner; What You Didn’t Say: I Have a Pending Felony…

Mar 5, 2018

<![CDATA[A Confession I was there. I admit it. On a sunny Wednesday night last June, I tagged along with my clients: Violet and Max (not their real names) as their "son" to a free steak dinner. The Scene An upper-to-middle-priced chain steak restaurant; side room;...

How you get Sold: Market-Linked CDs

Feb 22, 2018

<![CDATA[ We sell these things like hot cakes to people who want FDIC insurance, and no risk - Veteran Financial Advisor at Colorado Bank. You're thinking...I wouldn't fall for that...I've been with my advisor for 10+ years, and they would never... They do...I've...