Introducing the 2020 Summer Intern – Samantha Rauch

Daniel YergerAbout the Firm 1 Comment

Hello! My name is Samantha Rauch and I am from a small mountain town called Basalt, Colorado, just outside of Aspen, Colorado. My family and I have lived in Basalt my entire life. I attended Basalt High School where my graduating class was a mere 63 people. Some things I really enjoy doing outside of school include working with children, …

Memorial Day

Daniel YergerFinancial Planning 1 Comment

I don’t like to bring up that I’m a Veteran very often. It’s not out of some sense of secrecy, shame, or other emotional motivator. Rather, simply that I’d rather not identify myself forever more by a six-year period of my life. I was fortunate enough that my time in the military was unremarkable, and moreover lucky that it was …

Investment Planning is not Financial Planning

Daniel YergerFinancial Planning 1 Comment

I recently posted on social media my humble honor of being asked to be one of the faculty for the Financial Planning Association’s 2020 Summer Externship. The Externship is designed to provide hundreds of students around the country (over 500 as of today), with a replacement for their internships that have been cancelled due to structural or budgetary issues caused …

Investments not Expenses

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Often a growing business will look to add staff as quickly as possible. After all, a growing business is limited by the bandwidth of it’s human workforce, each of whom come with their own personal complications (i.e. work life balance). It is not uncommon for me to hear a business consultant or even an owner toss out something about trying …

Avoidable Casualties

Daniel YergerFinancial Planning 1 Comment

Leadership is a tough gig, possibly the toughest. You always lead the way and you are responsible for everything that happens, good, bad, or otherwise. The leadership of a lot of people is being tested right now. Politicians are having to balance the interests of the economies they represent while simultaneously trying to protect the vulnerable from sickness. Healthcare workers …

Taking the Leap Ep. 8 – Carolyn MacCloud

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We sit down with Carolyn MacCloud, the founder of MAC5 Creative Marketing, a boutique marketing consultancy providing comprehensive marketing support for small businesses in Northern Colorado. Carolyn has a fascinating story, as her life has taken a number of interesting turns, including helping launch the largest woman-owned business in Boulder, speaking as a national advocate for women in the area …

Wolves at the Gate – Part 2

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Insurance is boring. Really boring. Experimenting eating paint chips might be more entertaining, if significantly more hazardous for your health. This boredom, along with education and training on how to evaluate insurance, costs consumers over a billion dollars a year in fees, conflicts, and opportunity costs. You too, probably find insurance pretty boring, but when you’re given an opportunity to …

Taking the Leap Ep. 7 – Dr. Carole Keim, MD

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This week we’re talking to Dr. Carole Keim, MD, about her medical practice “Doctor at Your Door”, a pediatric medical practice that specializes in home visits for children in and around Boulder, CO. Dr. Carole has a fascinating story, covering her international medical education and experience practicing in multiple countries before setting up her practice in Boulder to help return …

Wolves at the Gate – Part 1

Daniel YergerFinancial Planning 1 Comment

“Be fearful when others are greedy and greedy when others are fearful.” – Warren Buffett It’s a simple but powerful piece of wisdom that the Oracle of Omaha shares with others when the markets are booming or crashing. Human nature often compels us to wait until things are past the point of ideal to get involved in something, and often …

Taking the Leap Ep. 6 – Louis Toenjes, MBA

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This week we’re talking to Louis Toenjes, the Director of Marketing for St. Amand, an international importer and exporter of small-batch and craft spirits throughout the world. Louis comes to us not as the founder, but as the second generation of leadership within St. Amand, bringing new life to their search for family-owned breweries and distilleries, and enhancing their process …