We believe that our approach to wealth management should be as hard-working as our clients and reflect their zest for life, passions, and purposes.

Do what you love... outsource the rest.

A financial plan sets the course; ongoing guidance and portfolio management keep you headed in the right direction.  We believe that life should be enjoyed without the burden of financial uncertainty, and that our clients’ time is better spent pursuing their passions and purposes.   As business owners, we’ve come to believe in the adage of “do what you love and outsource the rest.”  We believe in being our clients’ outsourced Chief Investment Officers.

From a numerical perspective, working with a comprehensive financial advisor (not just someone who invests your money) can add the equivalent of 3% additional return per year¹ and help investors achieve a 22.6% higher level of spending in retirement.²

Sources:
1.  Vanguard, “Putting a value on your value: Quantifying Vanguard Advisor’s Alpha,” 2016

2.  Morningstar, “Alpha, Beta, and Now… Gamma,” 2013

Our Blog Posts

Join us as we share our thoughts on planning, the markets, and other bits of research that spark our curiosity.

If you’re interested in accessing our “deeper dive” premium posts, be sure to join our exclusive content list here:

These posts are for educational purposes only, and are not to be construed as an offer to sell, or the solicitation of an offer to buy, securities. We often display hypothetical results based on backtests. The results of our simulations should not be relied upon for predicting future performance and is not a guarantee of actual performance.

Location, location, location…

We're back to work on our investor knowledge series here in the Briefing Room, the kids are headed back to school, and if you're in the military, PCS "season" is drawing to a close.  We've entered into a seasonally weak period of the market and recent tensions in the...

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Q2 Commentary

We've recently sent out our 2017 Q2 Investor Perspectives publication that contains market news, economic viewpoints, and other news. If you're interested in receiving a copy, please email us at info@targetedwealthsolutions.com  

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Pomp, circumstance, and 529s

Despite the recent snow along the Front Range here in Colorado, you can't deny that spring is here.  And with spring comes graduations.  From preschool to high school, students will march down the aisle to celebrate past progress and future plans.  We don't remember...

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Is the Reflation Trade DOA?

You've probably seen various headlines and articles that contained some play on the phrase "The king is dead, long live the king."  Things like "The 60/40 portfolio is dead, long live the 60/40 portfolio" have shown up in recent years to indicate either that reports...

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So what you’re implying here…

Other contenders for this installment's title were: "Viva la risk" "Is Le Pen Mightier?" "Je ne sais pas" But then we remembered an earlier promise to talk about implied volatility.   First and foremost, this post isn't going to make you an expert on options,...

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The Upside Down

This post title is an admittedly thinly-veiled reference to Netflix's hit series, Stranger Things.  If you've never seen the show (or even heard of it), rest assured we won't spoil anything with our research.  However, we will tell you that the appeal of Stranger...

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So this CFO walks into a bank…

Stop us if you've heard this one before. In the spirit of full disclosure there's no joke in this post... so we apologize if you were looking for a zinger to share at the dinner table tonight. As it becomes increasingly unlikely that a vote on the American Health Care...

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More jobs than you can shake a stick at.

Ah, the payrolls report.  It seems like every report is the most important report as we continue in the environment of rate normalization.  Given the abundance of steady-as-she-goes economic data, benign stock market activity, and rhetoric moonwalking by the Trump...

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BAT, man.

KA-POW! ...the sound of a well-timed theatrical punch from Adam West (against a nondescript masked henchman) or the sound of the Republican tax plan's well-timed punch against the market bears? With all of the adjectives being thrown around with the yet-to-be-revealed...

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Investment advisory services are offered through Targeted Wealth Solutions, LLC, a registered investment adviser offering advisory services in the State of Colorado and other jurisdictions where registered or exempted. Registration as an investment adviser does not imply a certain level of skill or training.