Tag Archives for " risk management "

Apr 14

1st Quarter Client Note

By Steven Smith | Uncategorized , Waypoints

We finally turned the corner on Covid (hopefully) and now find our European allies facing the worst military crisis since World War II — and possibly on the precipice of a nuclear confrontation with the out-of-control Russian leader. After being down by over 10% mid-quarter, the S & P 500 (total return) Index ended the […]

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Oct 27

Choosing a Continuing Care Retirement Community (CCRC) – Advantages and Pitfalls

By Steven Smith | Peak Thoughts

Managing life-stage transitions is an essential component of good financial planning. Late life planning – for a time when you need help with everyday tasks on account of either physical or cognitive decline – can be a special challenge. One increasingly popular choice is the Continuing Care Retirement Community (CCRC), which provides both housing and […]

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Jun 25

Preparing for Disaster and Preventing Financial Ruin: 5 Lessons from a Wildfire Victim

By Steven Smith | Financial Lifestyle , Financial Planning , Mountain Lifestyle , Risk Management

As wildfires have raged across Colorado and other parts of the country in a shockingly early and devastating fire season, families and whole communities are reeling from the destruction. Whether you are a victim of such disasters, care for people directly affected, or simply want to be more prepared, guest blogger Beth Byerlein offers first-hand lessons to help every home-owner cope with loss and reduce its financial impact.

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