Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | August 2021

Once again, COVID is front and center as we watch the delta variant moves through the country with daily new cases approaching one hundred thousand, a level not seen since the winter. Economists and investors are trying to parse through the data and cogitate the repercussions. The headlines are unnerving, but the daily deaths remain at the lowest levels since March of last year. If you’re interested, Public Health England

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Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | July 2021

At its very basic core, inflation is an increase in the prices of goods services. Very typically, this happens when an increasing supply of money is chasing a shrinking (or not growing) supply of those goods and services.

The fundamental force behind economics and pricing power is supply and demand. When supply goes down…

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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | June 2021

It feels good to wrap up a long holiday weekend as we honor those that lost their lives serving our country. We have been living in a period some refer to as the “Long Peace,” which began in 1945. Though wars have occurred during this time, they have been minor relative to some of the wars in our short history. Many site technology…

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Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | May 2021

In our line of work, we spend a lot of time discussing the concept of risk. Personal finance and risk are almost synonymous with each other. Risk tolerance assessment questionnaires, risk mitigation with insurance coverages, the risk that you’re not saving enough…you get the picture.

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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | April 2021

April Fools! Oh my, what a tradition. It’s the one day a year we all have a weak excuse to orchestrate simple-minded jokes without facing the full recourse of our actions. But why do we celebrate this shallow holiday? Maybe it’s human nature, and we were always searching for justification for our distasteful actions. The exact origins of April Fools’ Day…

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Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | March 2021

Stevie Nicks wrote the great song Landslide in Aspen, Colorado in 1973. She was struggling with a very difficult decision in front of her on whether or not it was time for her to go back to school or to continue on in a toxic relationship with Lindsey Buckingham and their dream of becoming successful musicians. She was 27 years old…

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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | February 2021

Just when it seemed like the world couldn’t get any more unpredictable, it did! Both the end of 2020 and the beginning of 2021 have given me a sustained aneurysm, not to mention the fact that I’m about to be a father! I know what you’re thinking: In this time? In this economy?! As I try to wrap my head around it, both professionally…

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Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | January 2021

My goodness, what a year! 2020, amiright?

The only thing I’m more sick of than the actual year of 2020 is having to hear about what an awful year it was.

Every year, right around now, the majority of us make pacts with ourselves to make us “better” (whatever that means)…

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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | December 2020

As December begins, COVID cases are reaching new highs. Many Americans struggle to find work and plan their financial future. Whether you or your loved ones have dealt with health or financial issues, 2020 has been a tough year for almost everyone. Without minimizing the dire impact the pandemic has had, perhaps it has shown us what makes…

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Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | November 2020

This election, at least in my lifetime, has created more anger and anxiety than any other I can remember. It’s more than enough to last a generation, and I’m certain that my kids will never forget it as they move toward the age where they can actually vote. Normally, I hate the hyperbole that comes with headlines and news story…

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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | August 2020


It’s August and the summer is wrapping up faster than my first-round exit at the Steamboat Tennis Championships last weekend. Normally, I would complain but after months of isolation from the shelter/safe-in-place orders, it’s just good to be outside. Participating in social events like this tennis tournament should help many see the light at the end fo the tunnel. It may seem like we will be in lock-down forever, but historically, pandemics are usually gone…

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Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | July 2020

I started my career in finance in 1999. I was a fresh graduate out of the University of Colorado’s school of business, the mutual fund/securities industry was booming in the Denver area, and I (as well as all of my classmates) were looking for entry-level opportunities to work as customer service reps at Janus, Oppenheimer Funds, Burger….

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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | June 2020

June has arrived and people in Denver are getting ready for a week of 90-degree temperatures. The ongoing coronavirus pandemic has now claimed over 103,000 lives, but that has not stopped all but 12 states from reopening. Looking at the pictures of a pool party at the Lake of the Ozarks, it seems like people have forgotten…

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Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | May 2020

How’s everyone holding up out there?

Hard to believe, but today is May 1st. There has been but one thing on everyone’s mind for what feels like the entire year, and not much progress has been made toward a resolution.

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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | April 2020

Let’s face it, Charles Dow was right, the conditions have changed and there is a lot to discuss as we wrap up the worst first quarter on record for the Dow Jones Industrial Average. Before going into the details of exciting wealth-building opportunities, we hope your friends and families are safe. In this month’s newsletter, we packed the shopping cart…

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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | December 2019

We hope you were able to take some time off last week to think about what you have in your life to be thankful for while you enjoy some time with your family, food with your friends, and discounted shopping on Friday. It is easy to not appreciate the small things in life and take things for granted. Being grateful for what you have may lead to…

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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | October 2019

Welcome to the ghastly month of October where another year brings developments to haunt investors. Similar to 2018, there are plenty of reasons to feel apprehensive while the stock market sits near all-time highs. Most concerning - the Denver Broncos are off to their worst start since 1999. That is enough to scare me but what…

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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

The NWP Monthly Digest | August 2019

The summer appears to be wrapping up in unison with the global economic expansion.  For the investment world, August brings waning economic growth into sharp focus and geopolitical issues we have been listening to in the late…

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