Broker Check
(719) 265-7074
Client Login

Knowledge is Power

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Account Login



Market News

Financial Calculators

Stock Information

Market Information

Featured Content

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
Learn More
IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Learn More
What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn More