Western Retirement Consultants

Western Retirement Consultants We passionately believe working in the best interest of our clients is paramount to creating a long-lasting, and mutually successful relationship.

Our focus is to provide highly personalized solutions to help you pursue your goals. Disclosures:
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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03/28/2022

https://conta.cc/3wFFz2p

Guest Speaker: John Gudvangen, University of Denver, Director Financial Aid WRC's Education Series List of Events for 2022 John Gudvangen, Director of Financial Aid at the University of Denver Present

The impact of a Russian invasion of Ukraine extends well beyond the economic and financial, but it happens to be the are...
02/24/2022

The impact of a Russian invasion of Ukraine extends well beyond the economic and financial, but it happens to be the area I am most qualified to provide insight on. If you are wondering what you should anticipate the market reactions to be, please read on.....

Thursday, February 24, 2022 Global stock markets are selling off hard after Russian military forces attacked a broad range of targets across Ukraine last night while Russian President Putin vowed to replace Ukraine's government. What does it all mean for stocks and the economy?

Join us for the most critical education webinar yet...
02/16/2022

Join us for the most critical education webinar yet...

Budgeting is the cornerstone of your entire financial foundation, but it is often the most overlooked part of a plan. In this session we will cover: - Why EVERYONE should have a budget - How to build a budget that works for you - How to have your budget grow with you through various life stages. Reg...

Concerned about Fed rate increases? Any guesses on the most number of rate hikes in a given year since 1970?27 in 1980 ...
02/09/2022

Concerned about Fed rate increases? Any guesses on the most number of rate hikes in a given year since 1970?

27 in 1980 followed by 16 in 1973 and 15 in 1978. Want to know how markets reacted in those years? Read this piece from LPL research to find out...

Wednesday, February 2, 2022 The Federal Reserve (Fed) has made a decidedly hawkish pivot, with fed funds futures now expecting five rate hikes in 2022. For our full breakdown of the latest Fed meeting, please read our January 27 blog, Federal Reserve Meeting Recap: March is Officially Live.

Today is "Own Your Home Day". It really has a great ring to it, but don't assume that owning a home is the right thing f...
01/21/2022

Today is "Own Your Home Day". It really has a great ring to it, but don't assume that owning a home is the right thing for you right now. The idea that renting is 'throwing away money' is not accurate in every situation. There are closing costs when buying a home, maintenance costs, and the amortization schedule of a mortgage that can make the first several years substantially more expensive than renting.

I can help walk you through the decision making process to ensure that whichever decision you make is the one that is best for you!

Deciding whether to rent or purchase a home is a major life decision.

Today is "Own Your Home Day". It really has a great ring to it, but don't assume that owning a home is the right thing ...
01/21/2022

Today is "Own Your Home Day". It really has a great ring to it, but don't assume that owning a home is the right thing for you right now. The idea that renting is 'throwing away money' is not accurate in every situation. There are closing costs when buying a home, maintenance costs, and the amortization schedule of a mortgage that can make the first several years substantially more expensive than renting.

I can help walk you through the decision making process to ensure that whichever decision you make is the one that is best for you!

Deciding whether to rent or purchase a home is a major life decision.

The Next WRC Educational Webinar Series is on January 20th. See the attached invite for more information!
12/27/2021

The Next WRC Educational Webinar Series is on January 20th. See the attached invite for more information!

Roth is often the subject of many of questions I receive. That has been even more the case recently with the topic being linked to recent budget, spending and tax proposals. For this installment in our Educational Webinar Series, we will discuss what exactly Roth is, how you can use it, and help you...

As 2021 comes to a close it is only natural to wonder what 2022 has in store. While there is no crystal ball, LPL has s...
12/15/2021

As 2021 comes to a close it is only natural to wonder what 2022 has in store. While there is no crystal ball, LPL has shed some light on what we believe the economy, inflation and interest rates might look like. Dig in and see for yourself!

"Outlook 2022: Passing the Baton" features LPL Research’s economic and market forecasts for 2022.

"There is no such thing as a free lunch." One of the greatest financial statements of all time. This article from Morn...
11/16/2021

"There is no such thing as a free lunch." One of the greatest financial statements of all time. This article from Morningstar is a good reminder to always look for where the incentives lay for anyone offering something for apparently nothing. It is my belief and business practice that, you as a client should be informed before any transaction is completed as to the compensation and financial incentives are for the product or service being provided. It is through clear and transparent compensation disclosure that we can best manage potential conflicts of interest.

Most people recognize that free offers aren't. If you receive 60,000 airline miles for obtaining a credit card, the award doesn't come from the goodness of the company's heart. An auto dealer's finance department doesn't offer zero-interest loans without getting something in return. And Publishers C...

With October being Financial Planning Month, I think that it is worthwhile to revisit some of the basics that can help e...
10/05/2021

With October being Financial Planning Month, I think that it is worthwhile to revisit some of the basics that can help everyone have a better grasp on their financial future.

There are practical steps you can take to strengthen your financial health.

With August being 'Investor' Month', I encourage every investor out there to take a look at our Midyear Outlook. This y...
08/02/2021

With August being 'Investor' Month', I encourage every investor out there to take a look at our Midyear Outlook. This year has been an interesting one and we're only half done!

LPL Research Midyear Outlook 2021: Picking Up Speed delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2021.

June 6th is Higher Education Day. With costs of education becoming more burdensome by the day, take the opportunity to ...
06/01/2021

June 6th is Higher Education Day. With costs of education becoming more burdensome by the day, take the opportunity to catch my Education Savings 101 Presentation on June 10th at 6:30 Mountain Time!!

With education costs continuing to outpace inflation, taking a look at how to plan, save and ultimately pay for education costs is more important than ever. We will address Financial Aid, Student Loans, and Education Savings Plans over the course of this presentation.

Address

5251 DTC, Ste 1045
Greenwood Village, CO
80111

Telephone

+17209260814

Website

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