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


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 Crucial Role of A Certified Financial Planner(R) in Achieving Financial Success2024-02-22T11:05:59-07:00

January 2024 Economic and Market Update


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 ...

January 2024 Economic and Market Update2024-02-05T07:47:20-07:00

2024 Tax Numbers


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. ...

2024 Tax Numbers2024-01-05T08:53:26-07:00

Is Home Improvement Worth It?


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 ...

Is Home Improvement Worth It?2023-11-13T12:35:43-07:00

October 2023 Market Update


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, ...

October 2023 Market Update2023-11-13T12:33:06-07:00

Celebrating 25 Years


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 ...

Celebrating 25 Years2023-06-23T15:08:06-06:00

2023 Mid-Year Market Update


by Daniel Carnes We 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 ...

2023 Mid-Year Market Update2023-06-23T15:06:44-06:00

A Tale of Two Investors


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 ...

A Tale of Two Investors2023-05-22T09:44:45-06:00

Focus on What’s Important


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 ...

Focus on What’s Important2023-05-22T09:43:46-06:00
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