Blog
What’s on our mind? You can read about it in our blog which we're titling "Real Life Returns." We'll mix it up, sharing content exploring finances, priorities, values as well as positive stories of good work being done in our world. So keep checking in. We’re glad to have you reading along.
What's Important
Throughout this year, I've been reminded time and time again on how important it is to define for yourself, what is most important. Setting and maintaining priorities in your life helps to clarify decision making, making it a...
Read MoreCan Your Investments Do Good In the World?
Can your investments do good in the world? Are you interested in learning how your investments can more closely align with your values? Tyler Freeman is a financial planner in Colorado helping people invest with more intention and care.
Read MoreTensions and Intentions
All eyes are on Ukraine, and many articles have been written on what an invasion might mean, both for the world order and the global economy. While Western leaders do their best to show a unified front against Russian aggression,...
Read MoreWhere You Headed?
Where are you headed in 2022? What goals have you fired up? Check here for some effective tips I've learned in my journey as a life-long goal-setter!
Read MoreWhy So Complex?
Fair warning on what are called Complex Products. Actually a very truthful name for these products, as often even the individuals selling these products don't have a good understanding of what they are...
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Committing to Growth
"The only constant is change" - Heraclitus "When the winds of change blow, some people build walls and others build windmills." -Chinese Proverb "Continuity gives us roots; change gives us branches, letting us stretch and grow and...
Read MoreWhichever Way the Wind Blows
Election Day! How can I prepare my portfolio for what may be a volatile fall? Are there opportunities that I don't want to miss out on?
Read MoreBlog Conclusion
Tyler Freeman is a financial planner in Lakewood, Colorado and serves individuals, families and small business owners. Tyler earned a designation as a Certified Financial Planner™ in 2016. A few of Tyler's areas of specialty are...
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Retirement Plan Design
Running your own business is challenging. There is so much to keep straight, so much to juggle. And yet if you are having some success, you may feel like its time to start (or re-start) your retirement savings. Here's a quick run down...
Read MoreProtecting Joy
One common question that many folks have as they gear up their preparation for retirement is, "how am I doing compared to other people my age?" The question makes sense, right? We all want to know if we are basically "on track" or if...
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When Even Your Social Security Statement is Lying to You
Crazy world, right? Even your social security statement may be lying to you! Read on to hear about a scenario where the social security benefit you expect may be reduced!
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True North
“A compass, I learnt when I was surveying, it’ll point you True North from where you’re standing, but it’s got no advice about the swamps and dessert and chasm that you’ll encounter along the way. If in...
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Who's Got Your Back?
Sales Rep vs Fiduciary Planner? Nine questions to make sure your investments are in the right hands
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Bottoms Up?
In these uncertain times, I am working hard to ascertain the economic impacts of the Covid-19 crisis on the world economy in general and my clients investments in particular. As a result, I'm bombarded each and every day with news...
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Toilet Paper? Really?
Over the last few weeks, most of my emails have ended with "Stay well and sane in this crazy world." Who would have thought we'd be entering a time when toilet paper would be out-performing gold as a "safe haven" asset? During...
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Reducing Your Tax Bill
This time of year, I am holding a lot of meetings and doing a lot of research related to year end tax planning. This is the best time of year to make strategic decisions around your taxes, as you still have the ability to impact your...
Read More"Real Life Returns"
"Vocation is the place where our deep gladness meets the world's deep need." -- Frederick Buechner I have found the above to be quite true for my life, and while my journey toward becoming a financial advisor has been a meandering one
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