What Working from Home says about Expectations

DYerger Uncategorized Leave a Comment

We’ve all had that job. Whether it was THE job or just part of A JOB, we’ve all found ourselves staring at the clock and waiting to go home. But what does that say about the expectations we have for our work and the expectations our employers have? After all, if I’m AT work, shouldn’t I HAVE work to do? …

Best Interest Root Canals

DYerger About the Firm 4 Comments

“If you went to the dentist and they told you they worked for you, in your best interest, and for a flat fee per procedure performed, would you be upset to know the reason you paid for and got so many root canals is because the crown companies paid the dentist per crown they installed?” Let me just be super …

Risk and Reward

DYerger Financial Planning Leave a Comment

Yesterday a well-known financial planner who is the employee of a larger firm asked this question on Twitter: “Business owners – what were the most helpful resources or learning you’ve had regarding being an owner vs employee? What advice would you give others?” This a common conversation and question that financial planners face with both clients and the general public. …

The Culture Multiplier

DYerger Uncategorized Leave a Comment

Culture is an interesting area of interest, both public, private, personal, and professional. While every individual brings a genetic heritage and traditions in tandem, each business develops its culture from the top down in a positive light or the bottom up in a negative one. From small businesses to enormous institutions, culture is the force multiplier. An institution with the …

Lessons Learned from an Over-Concentrated Economy

DYerger Financial Planning Leave a Comment

Well it’s official, as of Monday June 8th the S&P 500 Index returned to a Year-to-Date positive return, representing the fastest decline of the market and recovery from the decline in a single year in market history. While the technicalities of the causes for both the fall and rise of the market can and will certainly be contested between finance …

I Cannot see the Forest for the Trees

DYerger Uncategorized Leave a Comment

Things are tense right now. As a country, as a people, we’re struggling with the constant push-pull of a system that statistically, anecdotally, and personally seems to have a constant void that needs to be filled by tragedy and outrage. For the past several months it’s been a non-stop deluge of bad news that has to this point seemingly culminated …

Introducing the 2020 Summer Intern – Samantha Rauch

DYerger About the Firm 1 Comment

Hello! My name is Samantha Rauch and I am from a small mountain town called Basalt, Colorado, just outside of Aspen, Colorado. My family and I have lived in Basalt my entire life. I attended Basalt High School where my graduating class was a mere 63 people. Some things I really enjoy doing outside of school include working with children, …

Memorial Day

DYerger Financial Planning 1 Comment

I don’t like to bring up that I’m a Veteran very often. It’s not out of some sense of secrecy, shame, or other emotional motivator. Rather, simply that I’d rather not identify myself forever more by a six-year period of my life. I was fortunate enough that my time in the military was unremarkable, and moreover lucky that it was …

Investment Planning is not Financial Planning

DYerger Financial Planning Leave a Comment

I recently posted on social media my humble honor of being asked to be one of the faculty for the Financial Planning Association’s 2020 Summer Externship. The Externship is designed to provide hundreds of students around the country (over 500 as of today), with a replacement for their internships that have been cancelled due to structural or budgetary issues caused …

Investments not Expenses

DYerger Financial Planning Leave a Comment

Often a growing business will look to add staff as quickly as possible. After all, a growing business is limited by the bandwidth of it’s human workforce, each of whom come with their own personal complications (i.e. work life balance). It is not uncommon for me to hear a business consultant or even an owner toss out something about trying …