Giving Tuesday

Daniel YergerFinancial Planning Leave a Comment

Hello everyone! It’s time for your annual reminder that today is Giving Tuesday, the biggest non-profit fundraising day of the year. Thousands of companies donate to provide matching dollars for donations to any number of 501(c)3 non-profits, raising billions annually over the past several years that the event has occurred. I, for one, elected to donate to the Longmont Community …

More than the Sum of its Parts

Daniel YergerFinancial Planning Leave a Comment

A common issue encountered by business owners and entrepreneurs of every stripe is the value of their business. While it’s common in the land of startups and venture capital to create valuations of an idea, followed by funding rounds over the years that progressively measure and estimate the value of a business enterprise for future funding rounds until the business …

Get Disability Insurance

Daniel YergerFinancial Planning 1 Comment

That’s the tweet, as they say. Now, the reason for the terse and titular advice is that I’m currently bedridden with back pain (causes unknown) and have been for the past two days. Regardless of the why, the experience is, like many, illuminating. What would you do if you were suddenly unable to work? We often think of disability as …

The Lists Are Worthless

Daniel YergerUncategorized Leave a Comment

For anyone who has kept an eye on the financial media for any amount of time, you’ll be intimately familiar with “the lists.” These include things like “Top 50 Brokers”, “Top RIA,” “Best Funds” and so on. These publications are ubiquitous and a non-stop stream for the publishers. In total transparency, the ones that focus on individuals or firms tend …