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What does "Wealth" Mean to You?

Submitted by Elk Mountain Financial LLC on January 23rd, 2023

In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning.

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Reasons for Optimism

Submitted by Elk Mountain Financial LLC on January 9th, 2023

We wish you a happy New Year and hope you were able to close out 2022 with friends and family.

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Creating an Investment Philosophy

Submitted by Elk Mountain Financial LLC on December 28th, 2022

You may have heard investors say that a clear investment philosophy is essential to pursuing long-term financial success. And while investment strategy is important, it’s nothing more than a manifestation of an investment philosophy. Strategies can evolve as life changes, but philosophies are the core beliefs, principles, and practices that guide your decision-making.

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Outlook 2023

Submitted by Elk Mountain Financial LLC on December 12th, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.

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Unwrap a Holiday with Less Financial Stress

Submitted by Elk Mountain Financial LLC on November 21st, 2022

The stores are decorated, the lights are strung, and the holiday events have started. Even though everything is shiny and cozy, it’s hard to ignore that tiny feeling that the holidays seem to feel more expensive each year. But you’re not alone; holidays are a financially stressful time for many.

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Client Letter November 2, 2022

Submitted by Elk Mountain Financial LLC on November 7th, 2022

Dear Valued Investor,

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What to Do With with a Sudden Windfall

Submitted by Elk Mountain Financial LLC on October 24th, 2022

While winning the lottery is well outside mainstream reality for most people, it’s not uncommon to suddenly receive a large inheritance, a settlement, or perhaps a stroke of good luck. There are several stories of the major failings of people who’ve come into money only to see it disappear.

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Better Times Ahead | September 28, 2022

Submitted by Elk Mountain Financial LLC on October 11th, 2022

Dear Valued Investor, 

In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead.

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The Best and Worst of Times

Submitted by Elk Mountain Financial LLC on September 8th, 2022

When it comes to stock market performance, August was “the best of times, and the worst of times.” The strong market rally that peaked in mid-August was viewed by many analysts as a transition from a bear to bull market, based on the surge in breadth that stocks enjoyed and the magnitude of the two-month rally that began in mid-June totaling 17%.

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Should You Prioritize Retirement Savings over College Savings?

Submitted by Elk Mountain Financial LLC on September 7th, 2022

As a young parent looking to the future, you may be faced with a daunting choice: do you save earnestly to secure your retirement, or save to fund your children’s education? 

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  • 211 Tabor Street
    Buena Vista, CO 81211
    Phone: 719-486-3917
  • 115 W 6th St, Ste 205
    PO Box 979
    Leadville, CO 80461
    Phone: 719-486-3917
  • 609 Main Street, Suite 102
    Alamosa, CO 81101
    Phone: 719-587-5102

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