Will This Rocket Ever Land?
Happy New Year! 2025 was the third straight year the financial markets posted strong gains. While the Liberation Day tariff announcement caused a dramatic April sell-off, the markets recovered and surged ahead, driven by the potential for a Federal Reserve rate-cutting cycle, enthusiasm about artificial intelligence and a strong economy. Will this rocket ship powering the equity markets ever come back to earth? read more...
2025 Year-end Financial Reminders
As we begin to approach the end of 2025, please note the following deadlines and reminders: Tax-Advantaged Accounts, Charitable Gifting Options, Year-end Tax Planning read more...
Q3 2025: Bull Market Run Continues
Markets powered higher in the third quarter of 2025 and are up significantly since the April 2025 Liberation Day lows. Since the recent market lows in October 2022, the S&P 500 is up nearly 90% . The S&P, Nasdaq and Dow stock market indices all hit all-time highs this quarter, driven by the likely beginning of an interest rate-cutting cycle by the Federal Reserve, continued investor exuberance around the potential of artificial intelligence, and economic strength. Are we overdue for a correction? read more...
July Highlights: Corporate Earnings, AI surge, Fed Update, Tariff Negotiations
It is officially the dog days of summer, and it is hot here in Colorado. US equities continued their hot streak in July as well, rallying to hit new all-time highs. Here are a few highlights from the past month in the financial markets. Enjoy the last few days of summer! read more...
Q2 2025: If You Don’t Like the Weather, Wait 15 Minutes
In Colorado we often hear people say: “If you don’t like the weather, wait 15 minutes”. Weather here can change quickly, and beautiful sunny days can turn into intense thunderstorms - important to remember if you’re heading to a baseball game or going on a hike. Just as quickly, skies can clear and we often have rainbows after intense weather. read more...
That’s All Folks: Warren Buffett to Exit as Berkshire Hathaway’s CEO
Each year thousands of investors make the annual pilgrimage to Omaha to attend Berkshire Hathaway’s annual meeting. The meeting itself is a fun and festive event, with a huge hall next to the arena showcasing Berkshire Hathaway’s companies, including See’s Candies, BNSF Railroad, Justin Boots, Dairy Queen, Brooks Running, Netjets and Geico, to name just a few. read more...
Q1 2025 and the First Few Weeks of April: Own Goal?
2025 began on a strong footing. In 2024 U.S. stock markets had hit record high levels, driven by economic strength, healthy consumer spending, strong corporate profits and short-term interest rate cuts by the Federal Reserve. Investors were optimistic coming into the new year, buoyed by the prospect of more interest rate cuts by the Federal Reserve (“Fed”). read more...
2025 Tax Deadline Reminders
Tax day is Tuesday, April 15, 2025. A few reminders as we get closer to the deadline: April 15th, 2025, Deadlines: Traditional IRA Contributions: 2024 contributions to a traditional IRA can be made through April 15, 2025. Contributions are typically tax deductible and can be up to $7,000 for those under age 50 and $8,000 for those 50 and older. read more...
Hold On! 2024 Year-end Review and What to Watch in 2025
Happy New Year! Each January brings the National Western Stock Show to Denver, and in one of the annual events, Mutton Bustin’, brave kids hang on to sprinting sheep for as long as possible. Investors will likely need to hold on tight as well this year. read more...