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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. 

Tuesday, July 26, 2022

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...

Thursday, May 12, 2022

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.

Monday, February 21, 2022

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,...

Thursday, January 6, 2022

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!

Tuesday, June 8, 2021

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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Monday, May 24, 2021

"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...

Monday, November 2, 2020

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?

Monday, October 5, 2020

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...

Monday, September 28, 2020

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...

Thursday, September 3, 2020

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...

Tuesday, September 1, 2020

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!

Wednesday, May 20, 2020

“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...

Wednesday, April 22, 2020

Sales Rep vs Fiduciary Planner? Nine questions to make sure your investments are in the right hands

Tuesday, April 7, 2020

Do you have plans for that stimulus check coming your way? Do you have reduced expenses leading to extra disposable income? Let's make a proactive plan for these funds. Definitely the default option is putting any...

Tuesday, March 31, 2020

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...

Tuesday, March 17, 2020

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...

Monday, November 18, 2019

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...

Tuesday, October 15, 2019

"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