Zachary Bouck and Blair Braden, co-founders of Denver Wealth Management, aim to help understand the habits, routines, and choices of millionaires, so you may better address your financial goals.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Providence Capital Partners, Inc., a registered investment advisor. Providence Capital Partners, Inc. and Denver Wealth Management are separate entities from LPL Financial.
EP:093 - November 2020, Portfolio Meeting Recap: The Disruptors vs. The Disrupted
During our monthly Portfolio Review Meeting (PRM), all Denver Wealth Management advisors meet (virtually) to discuss our holdings. We look at mutual funds, equities, bonds, real estate investments, etc., and assess their performance. Additionally, we examine items such as changes in fund managers and the cost of ownership. From there, our team combines the historical track record of each fund (year-to-date, one-, five-, and ten-year earnings) with its current standing and determine an investment forecast.
EP:092 - Only Pay Taxes Once
A few weeks ago, a client shared an idea—or phrase, if you will—that stuck with me. Her dad had always told her, “only pay taxes once.”
Time is money when it comes to tax planning. Depending on your specific situation, tax-planning strategies can range from relatively simple to complex.
EP:091 - 10X Your Life
If you’re on the right track toward your long-term retirement needs—you have no debt, you’ve built up at least six months worth of expenses in an emergency fund, you’re saving at least 15% for retirement (preferably more), and your estate plan is in order—it may be time to live your rich life.
EP:090 - October, 2020: Portfolio Review Meeting Recap
It’s that time again—time for our monthly Portfolio Review Meeting recap. This month, the Denver Wealth Management, Inc. Investment Committee addressed it all: coronavirus shutdowns, bonds, equities, the election, and our long-term outlook.
EP:089 - Savvy Holiday Shopping Tips
October has arrived, and amid a year of tremendous uncertainty, it’s never wrong to plan. Whether you’re planning for Halloween, which is right around the corner, or 2021 family vacations, our co-founder, Zachary Bouck, CIMA®, is here to help.
EP:088 - September Portfolio Review Meeting; Growth vs. Value Investing
On the first Tuesday of the month, our Investment Committee meets—virtually right now—to discuss each of our portfolios and holdings. Our advisors discuss what working, what isn’t, and what may be working down the road. This week, our focus revolved around growth vs. value funds, fixed-income investments, and the potential long-term impact of the Fed’s fiscal policy.
Customer ReviewsSee All
The moderator seems to have obvious political bias.
I am looking for an investment advisor but this would not work for me. A true professional rises above political bias and pays attention instead to leading economic indicators.