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Resources & Events

First and foremost, we are dedicated to educating our clients - and that starts right here.

Our resources consist of an array of financial information – from monthly newsletters to recordings of our past educational seminars – intended to help you not only broaden your financial knowledge but enhance your financial confidence.  Be sure to visit this page often for the latest updates.

Firm Videos & Commentary

How Our Fund Screening Process Adds Fuel to the Active vs Passive Debate

Watch Financial Consultants Mark Smith, CFP®, CPA/PFS, CIMA® and Drew Harper, CFA®, CFP® pair this debate with recent research.

Watch

If the National Debt is in the Headlines, Then Household Net Worth Should Be, Too

Learn how the national debt is part of our economic process and draw positive correlations between consumer vs. national debt.

Watch

The First Step to Understanding the New QBI Deduction of the TCJA

A new tax deduction from the recent Tax Cuts & Jobs Act is a huge tax break for many business owners, yet complicated to understand. In this post we will look closely at what the 199A deduction is, what it means for businesses, and how to use strategies to help optimize deductions.

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Seperating the News from the Noise

August 2018 headlines we found noteworthy.

How Small Business Owners Can Take Advantage of the New Tax Law

First-year bonus depreciation has been around for a few years, but the recent Tax Cuts and Jobs Act (TCJA) installed much more generous - but temporary - bonus depreciation rules. This article discusses how these rules can mean big tax savings for small business owners.
HOW YOU MAY CASH IN BEFORE IT'S TOO LATE

Retirement Success: Focus on the Paycheck, Not a Savings Number

While each situation is unique, this article suggests matching up your projected living expenses with a series of “retirement paychecks.” It takes a look at the key paycheck types, along with tips on how to manage them.

4 Things to Know About Backdoor Roth IRA Conversions

Is your income too high to contribute to a Roth IRA? This article explains the concept of a Roth IRA conversion and how to determine if it makes sense for you.

Who Gets What, When?

Estate planning is one of the key elements of a comprehensive financial plan. We recommend that clients address it every three years or when a significant life change occurs. It’s certainly not an easy topic, but we are available to help guide you and even hold a family meeting, if desired.

How Small Business Owners Can Take Advantage of the New Tax Law

First-year bonus depreciation has been around for a few years, but the recent Tax Cuts and Jobs Act (TCJA) installed much more generous - but temporary - bonus depreciation rules. This article discusses how these rules can mean big tax savings for small business owners.

Retirement Success: Focus on the Paycheck, Not a Savings Number

While each situation is unique, this article suggests matching up your projected living expenses with a series of “retirement paychecks.” It takes a look at the key paycheck types, along with tips on how to manage them.

4 Things to Know About Backdoor Roth IRA Conversions

Is your income too high to contribute to a Roth IRA? This article explains the concept of a Roth IRA conversion and how to determine if it makes sense for you.

Who Gets What, When?

Estate planning is one of the key elements of a comprehensive financial plan. We recommend that clients address it every three years or when a significant life change occurs. It’s certainly not an easy topic, but we are available to help guide you and even hold a family meeting, if desired.

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Calendar & Events

Upcoming Seminars

"How to Navigate Through the Uncertain Voyage of Retirement"

LEARN MORE

Past Seminars

Understanding the Tax Cuts and Jobs Act

2 hours, 2 minutes
Understanding the Tax Cuts and Jobs Act
Listen to Mark Smith, CFP®, CPA/PFS, CIMA® discuss how these sweeping tax changes will affect individuals, estates, trusts, corporations and small businesses.

Cyber Security 2-Part Seminar

Part 1: 49 minutes
Protection Against Identity Theft
with Cary Steven Johnsen, Director: Crime Prevention, 1st Judicial District Attorney's Office, Denver
Part 2: 55 minutes
Cyber Crime Against the Securities Industry
with Andy Zolper, Raymond James Chief Information Security Officer

Wealth Management 2-Part Seminar

Part 1: 1 hour, 25 minutes
Wealth Management Essentials Session 1
with Mark J. Smith, CFP®, CPA/PFS, CIMA® and Drew Harper, CFA, CFP®
Part 2: 1 hour, 23 minutes
Wealth Management Essentials Session 2
with Mark J. Smith, CFP®, CPA/PFS, CIMA® and Drew Harper, CFA, CFP®

Navigating Longevity: 5-Part Seminar

Part 1: 1 hour, 16 minutes
The Quality of Life: The Impact of Demographics, Technology and Culture
with John Diehl, SVP, Strategic Markets, Hartford Funds
Part 2: 1 hour, 21 minutes
Aging in Place: Housing, Technology and Care Management
with Kenna L. Quiller, Hudson Integrative
Part 3: 1 hour, 19 minutes
Social Security: Maximizing Your Benefits
with Kurt Czarnowski, Czarnowski Consulting
Part 4: 1 hour, 51 minutes
Estate Planning and Elder Law Issues
with Bruce Fowler, Attorney, and Martha Ridgway, Attorney
Part 5: 1 hour, 56 minutes
Long-Term Care: The Gift of Planning
with Carolyn Saunders, CLTC, Lincoln Financial Group

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