Activity Doesn’t Equal Results

Daniel Yerger Financial Planning Leave a Comment

We’re almost nine full months into what we could all easily describe as a disappointing investment year. While the fourth quarter could show signs of recovery and positive momentum, it seems fairly clear that this year the market’s esprit de corps lives and dies by the Federal Reserve’s perspective on interest rates and inflation. The Federal Reserve has been plain …

2022 Colorado Statewide Ballot

Daniel Yerger Financial Planning 2 Comments

We received our 2022 Statewide ballot information packet in the mail yesterday. Not one to let an opportunity to read exciting political descriptions of things like mill levies and income taxes pass us by, we’ve decided to pass comments on the financial impact of each ballot measure. Whether you support the underlying issues and causes is a separate question, but …

High Enjoyment and High Profit

Daniel Yerger Financial Planning Leave a Comment

Recently, at the suggestion of Arlene Moss, we conducted an exercise. The exercise is simple: Divide your clients into four quadrants, high-profit high-enjoyment, low-profit high-enjoyment, high-profit low-enjoyment, and low-profit low-enjoyment, as you can see above. The idea behind the exercise is multi-faceted. First, that the exercise should give you an idea of “what to do” with clients who fall into …

They Didn’t Teach Us That

Daniel Yerger About the Firm 2 Comments

It’s no surprise that we don’t know everything. Bring up a topic such as rocket science or neurosurgery and anyone will throw up their hands and say, “I don’t know anything about that,” except, of course, for the rocket scientists and the neurosurgeons. Yet, as we move down the spectrum of complexity, people become more confident, even bolder in their …