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Blog

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Brittany Dean | Aug 19, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

Read More
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Cameron Fraker, CFP® | Jul 19, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

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Trevor Holen, CFP® | Jun 19, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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Cameron Fraker, CFP® | May 19, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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A person stands in a tunnel shaped like a human head, looking toward a bright sky and sun at the end of a staircase, symbolizing self-discovery or inner journey.
Trevor Holen, CFP® | May 7, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Cameron Fraker, CFP® | Apr 19, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Cameron Fraker, CFP® | Apr 2, 2025

April is Financial Literacy Month

Finance
Taking the first step to Financial Freedom!
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Trevor Holen, CFP® | Mar 20, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

Read More
An overhead view of someone walking on a tightrope high above a forest.
Cameron Fraker, CFP® | Mar 19, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

Read More
A grove of orange trees.
Johlfs Wealth Management | Dec 13, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Senior businessmen working at his home
Johlfs Wealth Management | Dec 13, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

Read More

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Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, ME, MD, MA, MT, NE, NV, NJ, NM, NY, NC, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY.

 

Fast 50, Denver Business Journal for 2022, is based on privately held, locally owned for-profit companies based on revenue gains from 2019-2021, with an average of at least $1 million in sales. Data submitted was audited by RSM, an accounting partner of the Denver Business Journal.

Fast 50, Denver Business Journal for 2025, is based on privately held, locally owned for-profit companies based on revenue gains from 2022-2024, with an average of at least $1 million in sales. Data submitted was audited by RSM, an accounting partner of the Denver Business Journal.

Denver Business Journal 40 Under 40 for 2018 recognizes business leaders under the age of 40 based on, but not limited to: community involvement, Leadership in business, and business recognition. 2018 winners were selected by 23 judges from 500 nominations for 259 individuals. 

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

AdvisorHub Advisors to Watch 100 Solo nominees are required to have a minimum of seven years of experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism.  The list is broken into several sub-lists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

AdvisorHub issued Advisors to Watch Next Gen 2025 on 6/12/25 based on the following eligibility requirements and data for 12/31/23 – 12/31/24: 7+ years experience, $150+ mil in assets under management, 2+ years at current firm, regulatory history, scale, growth, and professionalism. A total of 1984 applications were received and included team member/self-nominations, with 700 award recipients being recognized among several sub-categories: RIAs (fee-only), Over $1bil, Under $1bil, Next Gen, Women, Solo, and Advisors to Watch. No fee was paid to participate in or promote the award.  This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor,  past investment performance, or a guarantee of future results.

Thrive 2019 applicants had to be based in the US, offer financial services to individual clients, and have a minimum revenue of $100,000. Applications were accepted from individuals, teams, and companies of all types and sizes - including solo advisors, ensembles, practices, family offices, registered investment advisors and independent broker-dealer reps. Craig Johlfs paid a $90 application fee to participate. 
Denver Business Journal's Investment Managers 2022-2025 information on the list was supplied by individual companies through questionnaires and could not be independently verified by Denver Business Journal. Only companies that replied to our inquiries were included in this list. 

Denver's Largest Private Companies 2025 included the 121 largest private companies in the Denver area that generated more than $30 billion in combined revenue in 2024. Based in the seven-county Denver metro (Adams, Arapahoe, Boulder, Broomfield, Denver, Douglas, and Jefferson counties), these businesses employed nearly 16,000 people locally.

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