Hank Nicholson
Stock market volatility is on the rise. Having a solid long-term strategy can help.
Hank Nicholson
Kirsten Roeber, CFP®
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...
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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...
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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...
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Risks are everywhere from uncertain trade policy, geopolitical concerns, stubborn inflation, sagging consumer sentiment, lofty stock valuations and uncertainty surrounding AI adoption, but momentum and a relatively solid macro environment may translate into another strong year for stocks — at least, this is what analysts...
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Markets continue to climb, led by capital investments in the Artificial Intelligence (AI) boom. However, cautionary signs are emerging, including decidedly negative headlines, lofty stock market valuations, talk of an AI bubble, and a deteriorating housing market. Last Friday (October 10th), President Trump threatened again to...
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