Call us at 303-221-4867 for a free consultation


Market Returns During Election Years

Market Returns During Election Years

This is a great interactive exhibit which examines market and economic data for nearly 100 years of US presidential terms and shows a consistent upward march for US equities regardless of the administration in place. You can select a president and see a break down of unemployment, GDP and the stock market.  We have attached a link to a web based resource as well as a PDF for download.

Quarterly Reports & Market Reviews

TWM Newsletter For Q3 2020

A New Normal To borrow a phrase from John Lennon, “Strange days, indeed”.  IN the last 90 days we’ve seen both bear and bull markets, the...


Find out how to invest like a pro

Our exclusive report shows you how to boost portfolio performance by avoiding the 9 most common mistakes investors make.  You’ll be surprised by how familiar some of these mistakes are.

How can we help?

Drop us a line If you have questions about your retirement, investments, education planning, or anything else regarding your financial health and happiness.