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Blog

person holding white Samsung Galaxy Tab by Firmbee.com courtesy of Unsplash.
Ryan Page | Oct 18, 2024

7 Reasons to Hire a Financial Advisor (and 3 Reasons not to)

7 Reasons to Hire a Financial Advisor (and 3 Reasons not to)

 

If you’re considering whether or not to hire a financial advisor, here are 7 reasons to do so, and

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Man reading newspaper next to laptop and phone
Christine Meyer | Feb 13, 2024

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Person holding jar of coins with a 'savings' label
Christine Meyer | Feb 13, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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A brain surrounded by circles representing brain waves
Christine Meyer | Feb 13, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

 

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Colorado Office

8400 E. Prentice Avenue, Ste 1010
Greenwood Village, CO 80111

Phone: 720-826-1092
Fax: 720-242-8443
Text line: 720-826-1092

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6757 Academy Road NE, Ste D
Albuquerque, NM 87109

Phone: 505-821-3700
Fax: 505-821-3803
Text line: 505-821-3700

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