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Money US News: “Is the time ripe for wine investing?”

Posted on August 17, 2018

Because of my background in wine, some of my clients will ask me not only about traditional investments, but investing in wine itself. For that reason, Rebecca Lake of US News and World Report quoted me in her article, “Is the Time Ripe for Wine Investing?” It’s a fun read on a delicious alternative investment…. Read more »

Financial Adivsor IQ: “What Advisors Mean When They Talk About Culture”

Posted on June 6, 2018

Before we merged with EP Wealth Advisors, our team thought about how the values and our culture at Donnelly Wealth Advisors would align, and how happy we were to find EP Wealth Advisors. Thomas Coyle of Financial Advisor IQ interviewed me in his article, “What M&A Partners Talk About When They Talk About ‘Culture’” where… Read more »

Denver Business Journal: “Not if, but when: What Colorado businesses need to know about the next recession”

Posted on July 19, 2018

Preparing for an economic downturn is a critical part of our financial planning process and something I often talk about with my clients. Monica Vendituoli, a reporter with the Denver Business Journal, included me in her article “Not If, But When: What Colorado Businesses Need to Know For The Next Recession.”  I shared that we… Read more »

Money Inc.: 4 Money Lessons from Game of Thrones

Posted on August 21, 2017

Being a financial advisor, I can’t help but look at how movies, tv shows , and books use money in their stories. I’m always looking for the good ones, and funny enough, Game of Thrones addresses money in some of the most sophisticated ways possible. I wrote an article for Money, Inc. on this very… Read more »

Planning Your Estate: A Checklist for Your Family Survivors

Posted on January 17, 2018

Keeping your important family documents in good order for your heirs is truly a gift to them. It can save your children hours of frustration having to play detective to piece everything together during a time that may also be very emotionally difficult. While this may take some work up front on your part, having… Read more »

What is Succession Planning: Everything You Need to Know

Posted on May 22, 2017

It takes a forward-looking individual to launch and build a small business—someone with a rock-solid commitment to investing time and money in an organization based on its potential for future rewards. So it’s a bit ironic that, according to the Small Business Administration, only 30 percent of small-business owners have done any succession planning, let… Read more »