The Crucial Role of A Certified Financial Planner(R) in Achieving Financial Success

2024-02-22T11:05:32-07:00February 22nd, 2024|

In an era of complex financial markets and an abundance of investment options, navigating the path to financial success can be a daunting task. You may find yourself grappling with decisions related to investments, retirement planning, tax strategies, and more. In such a challenging landscape, the importance of seeking guidance from a Certified Financial Planner(R) ...

January 2024 Economic and Market Update

2024-02-05T07:45:41-07:00February 5th, 2024|

Tune in to hear founder, Jim Elder, share updates about ElderAdo's new building and a few items about Charles Schwab. Nathan Manes, one of our financial advisors, shared about what happened in 2023 including major events, interest rates, market recap, Bitcoin, managing emotions, CDs, and money markets. Daniel Carnes, our head investment analyst ...

2024 Tax Numbers

2024-01-05T08:50:59-07:00January 5th, 2024|

With 2024 upon us, it’s important to be armed with the most up-to-date information. Here is a handy sheet with all kinds of key financial numbers that can help you determine what your tax bracket is, contribution limits, and even Medicare deductibles. Please feel free to give us a call if you are having difficulty ...

Is Home Improvement Worth It?

2023-11-13T12:35:15-07:00November 13th, 2023|

The National Council on Aging recently shared a story about a scammer who targeted a homeowner in Massachusetts. The victim alleged that a contractor damaged his home’s foundation and didn’t return to finish the work—even after taking thousands of dollars in payments. Since 2007, 109,000 home improvement scams have been reported to the Federal Trade Commission ...

October 2023 Market Update

2023-11-13T12:32:57-07:00November 13th, 2023|

Tune in to our fall seminar to hear about ElderAdo's building plans, 2023 So Far, and Plans for the Future. We will also be diving into hot topics such as artificial intelligence, government spending, inflation, interest rates, digital currency, Charles Schwab merger, bank failures, volatility, upcoming election, stock market recap, and what all of ...

Celebrating 25 Years

2023-06-23T15:01:26-06:00June 23rd, 2023|

We have been in business as fiduciary advisors for 25 Years! In 1998, Jim and Janet Elder founded a registered investment advisor firm that is now known as ElderAdo Financial. The original firm was located in Arvada, Colorado and this is where the business began to take off. Jim and Janet did many things to ...

2023 Mid-Year Market Update

2023-06-23T14:58:48-06:00June 23rd, 2023|

by Daniel CarnesWe all know that 2022 was a difficult year. The 10-year U.S. Treasury Bond had its worst performance since 1788, and the stock market was in a downturn. Most of the pain was caused by the Federal Reserve’s interest rate hikes to subdue the Covid-era induced inflation.At the beginning of 2023, the markets ...

A Tale of Two Investors

2023-05-22T09:41:33-06:00May 22nd, 2023|

It was the best of times; it was the worst of times. But this story isn’t about two cities. It is about two investors. Two brothers actually, we will call them Billy and Randy for this story. Ten years ago, their mother passed away. After her funeral, the two brothers came into my office. I ...

Focus on What’s Important

2023-05-22T09:39:41-06:00May 22nd, 2023|

met a couple a few years ago who were in their early 70s. For this story I will call them Jason and Carrie. As in many couples, one managed the finances, in this case, it was Jason who handled the finances during their marriage of 50 years. Carrie knew the basics, but if anything were ...

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