Refer Us
  • Meet Us
    • Meet Eric
    • Meet Sara
    • Meet Jess
    • FAQs & Process
  • We Specialize In
    • Work Optional & Retirement
    • Ultra High Income Professionals
  • Why Us?
  • Work with Us
  • Blog
  • Contact
  • Clients
    • TD Ameritrade
    • Financial Planning
    • Calendar
    • Portfolio Reports

Select Page

Client Survey Unedited Results

Client Survey Unedited Results

by Eric Courage | Apr 25, 2021 | Advice your financial advisor won't tell you, Blog, Investment, More than Money, Property Investment

MARGIN’s clients participated in an NPS Survey– here are the unedited results. ——————————————————————————- How do you trust words that sound too good to be true? You read them for yourself. You’re more likely to walk into a place if it has windows for you to...
Mo’ money, Mo’ problems: Do firms chasing a billion dollars under management really mean better outcomes for you?

Mo’ money, Mo’ problems: Do firms chasing a billion dollars under management really mean better outcomes for you?

by Eric Courage | Oct 17, 2018 | Blog, Financial Advisor, Wealth Management

“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...
Welcome to H.S.J./Miller & Associates/Colorado/Denver/Seasons Private Capital Management, we are the best, comprehensive, fee-only, fiduciaries ever…

Welcome to H.S.J./Miller & Associates/Colorado/Denver/Seasons Private Capital Management, we are the best, comprehensive, fee-only, fiduciaries ever…

by Eric Courage | Oct 14, 2018 | Blog, Financial Advisor, Wealth Management

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...
How can you be (MUCH) wealthier? Learn more than money.

How can you be (MUCH) wealthier? Learn more than money.

by Eric Courage | Oct 9, 2018 | Blog, Wealth Management

“Most of us, however, are specialists…Each specialist sees something different. A typical Engineer will think in systems. A psychologist will think in terms of incentives. A biologist will think in terms of evolution. By putting these disciplines together in our...

Recent Posts

  • Denver7 NEWS Interview: U.S. GDP drops for a second quarter as financial experts warn of looming recession
  • Deferred Compensation Four-Part Series – Part Four: Deferred Compensation: Financial Planning Opportunities and Tradeoffs
  • Deferred Compensation Four-Part Series – Part Three: Deferred Compensation Risks: Change of Control in Acquisition, Bankruptcy, and Irrevocability of Distributions and Investment Options
  • Deferred Compensation Four-Part Series – Part Two: Should I defer my compensation? How do I invest it?
  • Deferred Compensation Four-Part Series – Part One: Deferred Compensation Plans 101

Archives

  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • March 2020
  • January 2020
  • October 2019
  • September 2019
  • April 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • March 2018
  • February 2018
MARGIN is a flat fee-only wealth management firm in Denver, Colorado.

CONTACT US

501 South Cherry Street, Suite 1100
Denver, CO 80246
Email: [email protected]
Phone: 303-990-1504

NEWSLETTER SIGNUP

RESOURCES

Home
FAQs & Our Process
Why Us?
Blog