by Scott Colton | Nov 11, 2019 | CWM
10 Question to Consider Before Hiring a Financial Advisor Author: Josh Colton At Colton Wealth Management we are very aware of the level of trust that each of our client’s place in us. While we wish we could work with everyone, it is just not possible. However, just...
by scott@coltonwealthmanagement.com | Jan 29, 2019 | Behavioral BIases
Six Financial Best Practices for 2019 So, are you ready to get a jump on 2019 Here are six financial best practices for the year ahead. Pick a few of them or take on the entire list. Either way, you’ll be that much further ahead by the time 2020 rolls around. 1. Do...
by scott@coltonwealthmanagement.com | Oct 4, 2018 | CWM, Evidence Based Investing
What to know about possible new max contribution limits to your retirement accounts Author: Josh Colton October… break out the pumpkin scented candles, stock up on candy, pick out a Halloween costume and, oh ya, don’t forget the best part – every...
by Scott Colton | Sep 7, 2018 | Behavioral BIases
The New Tax Deduction 199A Over the past few weeks I’ve had several conversations with clients who work professionally in the healthcare field as we review projections of their potential 2018 tax liability. In particular, I’ve spoken with several clients who work as...
by scott@coltonwealthmanagement.com | Sep 5, 2018 | Behavioral BIases
A Focus on Fixed Income It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive quantitative easing campaign, hoping to...
by scott@coltonwealthmanagement.com | Sep 5, 2018 | Behavioral BIases, CWM
Misperceptions About Market Corrections: Are You Prepared? If you enjoy fine literature, we recommend all of Warren Buffett’s annual Berkshire Hathaway shareholder letters, dating back to 1965. While financial reports are rarely the stuff from which dreams are made,...
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