[PODCAST]: The Impact Sherpa with David Wolf!

[PODCAST]: The Impact Sherpa with David Wolf!

LISTEN ON SPOTIFY  |   LISTEN ON APPLE PODCASTS  Climbing a mountain is no different than investing — one misstep and you could plummet. If you want to summit Mt. Everest, you need someone who has been there before to reduce your risk and master expectations. In this...
[PODCAST]: Financial Self Care with Julie Martinez!

[PODCAST]: Financial Self Care with Julie Martinez!

LISTEN ON SPOTIFY  |   LISTEN ON DEEZER    Managing a business and going through a major transition are difficult enough on their own. But if your business is going through a huge financial shift, then that’s even more challenging. With the stress that comes with...
BSW Update: Perspectives – Planning – Actions

BSW Update: Perspectives – Planning – Actions

For your efficiency, organization, and reference, this post is divided into three sections: Perspective: A briefing on recent events, markets, and outlook. Planning Considerations: Summaries of important legislation and financial planning implications. Actions &...
Colorado Support Resources

Colorado Support Resources

As active, aware, and conscientious community members, there are measures each of us can take to support ourselves and those surrounding us, whether it be through time, talent, or treasure. We urge you to consider: Joining the Love the Local movement. A vital way to...