Hank Nicholson
Stock market volatility is on the rise. Having a solid long-term strategy can help.
Hank Nicholson
Kirsten Roeber, CFP®
Since the pandemic, markets have entered what increasingly looks like a new era — one that echoes the 1960s through 1990s more than the low-volatility, low-inflation decades that preceded it. Inflation is more volatile, the geopolitical landscape less stable, and supply shocks more frequent. That...
Read More
While many of you may know the difference between a credit lock and a credit freeze, I did not. However, I kept hearing that it would be a good idea. So, if you find yourself in the same boat as me, please utilize the definitions...
Read More
The SpaceX initial public offering (IPO) has some investors looking for a “liftoff” in their funds – even as others brace for potential volatility. SpaceX was the largest-ever IPO in US history. Its total valuation was an estimated $1.77 trillion, making it one of the ten...
Read More
Recent market movements continue to reflect a mix of steady economic conditions and evolving global risks. While headlines remain focused on inflation, interest rates, and geopolitical tensions, the underlying investment landscape has proven to be surprisingly resilient. The K-Shaped Economy Economic statistics look good, though modest, but...
Read More
Schwab Tax Document Reporting FAQ Some of you recently received an updated Fair Market Value (FMV) letter with valuations for certain hard-to-value assets. Please disregard that letter. Schwab will begin initial mailing for Forms 5498 in early May. These forms come after many of you have...
Read More
As many of us know—and may have personally experienced—this December, dangerously high winds left large parts of Boulder County and the surrounding suburbs without power, in some areas for days. Those of you elsewhere in the country have other severe weather events to contend with. After...
Read More