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...
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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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Not long ago, good manners were defined by a few timeless principles—show up on time, look people in the eye, and give them your full attention. But has the arrival of the smartphone rewritten many of those rules? In today’s world, cell phones are part of...
Read MoreWhat about Reading, Riting, Rithmetic and Return on Investment?!?! We believe that financial education is not just about money. It’s also about our sense of well-being, creating equal opportunities, even strengthening our relationships. So, though we work predominately with adults, we believe that it’s important to share with the next generation...
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Like many organizations today, SilverPeak Wealth is 100% cloud-based. This means that everything we need to serve our clients (e.g. account administration, trading, etc.) is locked-down on encrypted servers online. This is more secure for clients, and it means SilverPeak Wealth can serve clients from...
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The world seems to be entering a coordinated, coronavirus-sparked recession. Oil markets have collapsed--and soon production will too. The travel / leisure / entertainment industries are all reeling. Stocks are down, and Treasury bonds are up sharply--strong indicators that the economy is slowing rapidly. In terms...
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New York Times columnist Ron Lieber offers six important tips to keep your investing wits during a volatile market. The impulse when the stock market falls hard for a few days in a row is to do something. Anything. Our life savings are often on the...
Read MoreRon Lieber of The New York Times examines fees, the fiduciary rule, and what investors should be aware of. So much hand-wringing over such a simple proposition: When a financial professional gives you advice about the life savings in your retirement account, that person ought to...
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New York Times reporter Jeff Sommer. Live in the moment: If you’re skiing, surfing or scuba diving, that’s the way to go. But if you’re investing, that approach can lead to disaster. The numbers show that most people who are lucky enough to have money to invest...
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At first, the goal is to save enough to retirement. But once that goal is achieved, many people find themselves asking, "Is that all?" Money cannot buy happiness, but money often provides the freedom to ask, "What do I want?"...
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