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Eagle Office

960 Chambers Avenue

A-201
Eagle, CO 81631

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Monday, March 27, 2023

Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow Jones Industrial Average gained 1.18%, while the Standard...

Monday, March 20, 2023

Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector.The Dow Jones Industrial Average was...

Thursday, March 16, 2023

When events like Silicon Valley Bank (SVB) and Signature Bank happen, it's natural to wonder how a bank safeguards your funds. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance was designed for this very reason:...

Tuesday, March 14, 2023

For the Federal Reserve, credibility is everything. And its credibility is being tested by how it plans to manage the banking system in the days leading up to its March 21-22 meeting.Last month, Fed Chair Powell confidently told Wall...

Monday, March 6, 2023

A late-week surge, triggered by reassuring Fed-speak, propelled stocks higher last week.The Dow Jones Industrial Average gained 1.75%, while the Standard & Poor’s 500 advanced 1.90%. The Nasdaq Composite index picked up 2.58% for...

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Monday, February 27, 2023

Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week.The Dow Jones Industrial Average skidded 2.99%, while the Standard & Poor’s...

Monday, February 20, 2023

Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week.The Dow Jones Industrial Average slipped 0.13%, while the Standard & Poor’s 500...

Friday, February 17, 2023

Tax-Loss HarvestingA useful move to counteract capital gains.Even though 2022 ended up being a subpar year for stocks (to say the least), you may realize capital gains, which is a taxable event. What can you do about them? You can do...

Monday, February 13, 2023

Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. The Dow Jones Industrial Average slipped 0.17%, while the Standard & Poor’s 500 declined...

Tuesday, February 7, 2023

Stocks were mixed last week following better-than-expected corporate reports and increasing optimism over a slowdown in interest rates.The Dow Jones Industrial Average edged lower, slipping -0.15%. The Standard & Poor’s 500 rose...

Tuesday, January 31, 2023

Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data.The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 added 2.47%. The Nasdaq...

Monday, January 23, 2023

Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season.  The Dow Jones Industrial Average skidded 2.70%, while the Standard &...

Tuesday, January 17, 2023

Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to ease up on future rate hikes.The Dow Jones Industrial Average...

Monday, January 9, 2023

A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....

Tuesday, January 3, 2023

The S&P 500 finished 2022 down 18.1%, its worst performance since 2008. The monthly employment report, the first key economic report of 2023, comes out Friday, Jan. 6.   Read more.

Tuesday, January 3, 2023

In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...

Monday, December 19, 2022

Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week.The Dow Jones Industrial Average lost 1.66%, while the Standard & Poor’s 500 retreated 2.08%. The...

Thursday, December 15, 2022

The financial markets are complex systems. They can move from one event to the next so quickly that it's hard to know what’s driving prices.For example, look at the roundtrip oil prices in the chart below.Oil prices surged to...

Tuesday, December 13, 2022

Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.The Dow Jones Industrial Average dropped 2.77%, while the Standard & Poor’s 500 fell 3.37%. The Nasdaq Composite index...

Monday, December 5, 2022

Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...

Tuesday, November 22, 2022

The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials.The Dow Jones Industrial Average was flat (-0.01%), while the Standard & Poor’s 500...

Wednesday, November 9, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Monday, November 7, 2022

Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower.The Dow Jones Industrial...

Monday, October 31, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth.The Dow Jones Industrial...

Wednesday, October 19, 2022

Traditionally, I’ve been a little cautious when people say, “it’s different this time.” After all, the past few years have seen more financial “firsts” than most.But despite that skepticism, this...

Monday, October 17, 2022

Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.The Dow Jones Industrial Average gained 1.15% for the week. Meanwhile, the Standard & Poor’s 500...

Monday, October 3, 2022

Although 4Q22 looks set to be another tough quarter for public markets, investors should not be overly pessimistic. Read more.

Monday, October 3, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...

Monday, September 26, 2022

Looking for ways to accumulate more wealth? One of the ways I help clients accrue more over the long-term is by applying tax-smart strategies that can help you keep more of what you’ve earned. By reducing the tax liabilities for...

Monday, September 26, 2022

Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower.The Dow Jones Industrial Average dropped 4.00%, while the Standard &...

Monday, September 19, 2022

A hotter-than-expected inflation report sent stocks sharply lower last week as investors faced the prospect of more aggressive interest rate hikes by the Federal Reserve for perhaps a longer period.The Dow Jones Industrial Average fell...

Wednesday, September 14, 2022

Believe me, everyone on Wall Street wants inflation to go away, or at least shrink back to below 2%, a level we enjoyed not so long ago.But Tuesday's Consumer Price Index report showed it might be some time before we see 2% again....

Monday, September 12, 2022

Can job openings fall from their historical highs without a substantial rise in unemployment, as economic growth slows this year? Read more.

Tuesday, September 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance.The Dow Jones Industrial...

Monday, August 22, 2022

Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...

Wednesday, August 10, 2022

Stocks turned in a mixed performance last week as investors struggled with headlines suggesting that the Fed was unlikely to soon ease up on its current monetary tightening policy.The Dow Jones Industrial Average slipped 0.13%, while...

Wednesday, August 10, 2022

Optimistic that inflation has finally peaked, investors cheered Wednesday’s CPI release, pushing the S&P 500 higher by about 1.75%. Interest rates retreated as well, as softer inflation likely will take some pressure off the...

Friday, August 5, 2022

In the financial world, some weeks are more important than others, and we just lived through a big one. Let's unpack each of the four key stats:The Fed. As expected, the Fed bumped up short-term rates again at its July meeting. But the...

Friday, August 5, 2022

"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy.When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent...

Friday, July 29, 2022

Tax-Loss HarvestingA useful year-end move to counteract capital gains.Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them? You can do what some...

Monday, July 25, 2022

Global stocks ended last week in positive territory, as better-than-expected corporate earnings in the U.S. aided consumer optimism despite economic and interest-rate pressures. The first look at second-quarter Gross Domestic Product...

Friday, July 22, 2022

If you’re trying to get an inside edge on Wall Street, you’re probably paying attention to an array of stats and measurements. But there’s one indicator you might be overlooking.I’m talking about the...

Wednesday, July 20, 2022

Why review your company's 401K offering?  Why consider other options that can provide you and your employees valuable retirement savings / investing options?Your company’s 401k plan is likely the primary tool used by you and...

Monday, July 18, 2022

A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...

Wednesday, July 13, 2022

Stocks turned lower on Wednesday after the Consumer Price Index (CPI) report showed U.S. inflation accelerated in June by more than forecasted. The consumer price index rose 9.1% from a year earlier, the largest gain since the end of...

Monday, July 11, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields.The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The...

Wednesday, July 6, 2022

Many states across the nation are passing legislation to provide workers with access to employer-sponsored retirement plans. It’s a huge step forward in helping people save, and we at Brush Creek Financial Advisors and Avantax are proud to

Wednesday, July 6, 2022

The Federal Open Market Committee (FOMC) has changed dramatically regarding transparency over the years, now disclosing policy changes at the end of each meeting. Historically, the Fed used to keep investors guessing about policy...

Tuesday, July 5, 2022

It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...

Monday, June 20, 2022

Stocks were lower across the globe last week as central bank tightening amid persistent inflation and pricing pressures continued. In the U.S., the Federal Reserve raised the short-term funds rate last week by 75 basis points (0.75%),...

Thursday, June 16, 2022

With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection...

Monday, June 6, 2022

In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...

Tuesday, May 31, 2022

Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers.The Dow Jones Industrial Average jumped 6.24%, while the Standard & Poor’s 500 advanced...

Monday, May 23, 2022

Recession fears grew last week following weak earnings reports from major retailers, sending stocks lower.The Dow Jones Industrial Average fell 2.90%, while the Standard & Poor’s 500 lost 3.05%. The Nasdaq Composite index dropped...

Monday, May 16, 2022

Friday, May 13, 2022

Wednesday, May 11, 2022

Monday, May 9, 2022

Monday, May 2, 2022

Sunday, April 24, 2022

Friday, April 15, 2022

Wednesday, March 9, 2022

Thursday, February 24, 2022

Monday, January 24, 2022

Thursday, January 6, 2022

Wednesday, January 5, 2022

Friday, December 10, 2021

Wednesday, December 8, 2021

Tuesday, November 2, 2021

Monday, October 18, 2021

Friday, October 8, 2021

Wednesday, October 6, 2021

Monday, October 4, 2021