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Commentary and insights.

End-of-Week Coronavirus Market Update

Sean February 28, 2020 Commentary, Insights, Recent Highlights

As I’m sure everyone on the planet now knows, it would appear we are on the verge of a novel coronavirus pandemic. Click to read more.

2019 Year-End Commentary & Review in Charts

Sean January 10, 2020 Commentary, Recent Highlights

2019 was a strong year for almost every investment asset class around the globe… Read the full commentary here.

Your IRA and the New SECURE Act

Sean January 3, 2020 Recent Highlights

The new SECURE Act passed by Congress in December brought with it important changes for IRA owners and inherited. Click here for more.

Medicare Find-a-Plan Step-by-Step Guide

Sean October 16, 2019 Recent Highlights

A visual step-by-step guide to using the Medicare Find-a-Plan website for Part D drug plan comparison during the open enrollment period. Click here.

2019 Q3 Market Commentary & Review in Charts

Sean October 7, 2019 Commentary, Recent Highlights

Markets in the U.S. and internationally developed countries were relatively flat in the third quarter…Read the full commentary here.

2019 Q2 Review in Charts

Sean July 10, 2019 Commentary, Recent Highlights

If you’d like to see the first quarter’s market performance in chart format, click here and then on the image provided to open the PDF document.

2019 Q1 Review in Charts

Sean April 12, 2019 Commentary, Recent Highlights

If you’d like to see the first quarter’s market performance in chart format, click here and then on the image provided to open the PDF document.

The Year in Charts

Sean January 11, 2019 Uncategorized

For a graphical review of the year in markets, click here.

2018: The Year in Charts

Sean January 11, 2019 Commentary, Recent Highlights

2018 was a strong year for many economies around the globe, but a difficult one for markets. For a graphical look at 2018’s market performance around the globe, click here.

2018 Q4 & Year-in-Review Commentary

Sean January 11, 2019 Commentary, Recent Highlights

Despite being a difficult year in markets, 2018 was a strong one in the US economy and a reasonably strong year for many economies…Read More

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Greenwood Village, CO 80111
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