January got everyone’s attention. A declining stock market always gets attention and last month the S&P lost 3.4% after a 30% increase in 2013. The Dow Jones Industrial Average lost over 5% and foreign stock markets were down as well. As usual, pundits are falling all over themselves assigning blame for the sell-off in January.…
In the data gathering phase of the financial planning process, assuming the process is followed, it is not uncommon for the typical financial advisor to ask questions related to their prospective client’s risk tolerance. A common financial profiling interrogation might sound like this: Investing involves a tradeoff between risk and return. Historically, investors who have…
"Nothing gives us greater pride than to see our team members grow and succeed." Those were the words of Boyer & Corporon Wealth Management Chief Executive Officer Mindy Corporon as she announced the promotions of three team members earlier this month. Corporon and co-founder Rich Boyer recognized that significant firm growth was putting demands on leadership and the team.…
Colorado approved the sale of marijuana for “recreational use” starting January 1 this year. Let’s be frank… any state that has ever approved marijuana for any use has essentially approved it for use recreationally. Twenty states have already approved the use of marijuana for “medicinal” use, but we all know that was just an end…
We received an email recently from a client requesting that we wire $85,000 to an overseas account. What was intriguing about the email was that it was very authentic at first glance. The email was sent from our client’s Gmail account. It was not the beginning of a new dialogue, but rather a reply to…
