As global trade becomes increasingly intertwined with political agendas, tariffs are emerging as a central tool of negotiation and leverage. The incoming administration of President Trump signaled a paradigm shift in how the U.S. engages with its trading partners, favoring
In recent months, investors seeking diversification have been drawn to European equities, attracted by their seemingly inexpensive valuations, low price-to-earnings (P/E) and price-to-book (P/B) ratios compared to the overheated valuations of U.S. markets. On the surface, these metrics offer a
With MicroStrategy’s inclusion in the Nasdaq 100, Bitcoin is no longer just the darling of crypto enthusiasts and tech visionaries—it’s now a part of mainstream investment portfolios across the globe. Whether they realize it or not, millions of investors tracking
Land a new job? Don’t forget about your 401k! What’s great about a 401(k) retirement savings plan is that your assets are often portable when you leave a job. But what should you do with them? Rolling over your 401(k)
Benefits of a 529 Plan in Colorado A 529 Plan is a tax-free way to save for education, offering significant flexibility and growth potential. In Colorado, these plans come with added perks like state tax deductions of up to $34,000
https://youtu.be/h6H3yP5n-Fg Tutorial Video: Linking an Account on eMoney Detailed Instructions: Utilizing the Spending Tab
As artificial intelligence (AI) continues to transform industries, some of the world’s largest and most successful enterprise software companies—Microsoft, Adobe, and Salesforce—are taking a particularly effective approach to AI integration. Rather than launching entirely new products built around AI, these
Medicare Resources Enrolling in Medicare can be confusing and challenging due to the various rules, deadlines, and penalties associated with the different parts of the program. Many people struggle to understand when and how to sign up, especially if they
Business owners frequently ask me questions like, “How can I save more on my taxes?” or “I owe a lot in taxes for last year. Do you know any strategies, like the ones wealthy individuals use, to reduce my tax
Consumer Advisory: Insurance Tips for Coloradans Affected by Wildfire Evacuations As a financial planner, I understand the challenges that come with sudden evacuations due to wildfires. Here are some important insurance tips to consider if you are affected. Recent Wildfire
In April, our family welcomed a new member—a delightful, energetic, and mischievous puppy named Catan. From the moment he arrived, Catan has brought immense joy and laughter into our home, quickly becoming a cherished part of our lives. Little did
As of this month, the S&P 500 index finds itself in an unprecedented position. A staggering 20% of its total weight is concentrated in just three companies: Microsoft (MSFT), Apple (AAPL), and Nvidia (NVDA). We are calling this the MEGA-MEGA
