Oct 10

Dreaming of a Mountain Retirement

By Steven Smith | Financial Lifestyle , Life Transitions , Mountain Lifestyle , Peak Thoughts , Retirement , Wealth Management

Do the mountains call you for your dream retirement? Many people, including most of my clients, aspire to retire to the active lifestyle, fresh air and natural beauty of the Colorado mountains. What will it take to achieve that dream?  Here are some considerations for planning your mountain retirement: Follow Your Dream        […]

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Sep 20

Value Investing and Skiing May be The Key to Living Longer

By Steven Smith | Peak Thoughts , Uncategorized

A recent column entitled, Survivor Bias: Why Successful Value Investors Live Longer, mused on the apparent longevity of legendary value investors Charlie Munger and Warren Buffett. Today’s long suffering value investors, looking for a silver lining in the decade plus underperformance of value stocks, may find one in Munger’s quip that “professors, judges and value […]

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Mar 25

Book Review: Your Complete Guide to a Successful & Secure Retirement, Larry E. Swedroe & Kevin Grogan

By Steven Smith | Peak Thoughts , Uncategorized

One of the great influences in my practice has been Larry Swedroe. (Another, of course, was the late John Bogle). Fifteen years ago, I started this practice by giving away copies of one of Larry’s first books, The Successful Investor Today, 14 Simple Truths You Must Know When You Invest (St. Martin’s Press 2003). (I […]

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