Hank Nicholson, CFP
Chief Investment Officer
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......
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......
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.......