
Here is a compilation of top client questions
Perspectives on Bitcoin as an Institutional Investment
Q&A: Think Bitcoin Is the New Gold 2.0? Think Again
Elections Impact
Why Choose a CFP
10 Questions to Ask A Planner
Your Rights As a Financial Planning Client
Consumer Guide to Financial Planning
Consumer Guide to Financial Self Defense
Financial Self Defense For Seniors
Learn How To Prepare For Retirement
Learn About Passive and Active Investing
The Case For Indexing
Beat Short-Term Market Jitters
Maintain Focus On Your Goals
Market Risk And Reward
Myth – High Cost Funds Are Worth It
Rebalancing: The Diversification Defense
Rebalancing Reduces Risk
Understanding Market Downturns
Recent Blog Articles


When Whales Fight
As we consider the tensions driving recent market movements, a Korean folk saying seems apt: “When whales fight, the shrimp’s back is broken.”
The idea is that bystanders get hurt when big folks duke it out. What are the tensions? Who are the bystanders? Let’s discuss.







Level 5 Financial
2930 Austin Bluffs Parkway, Suite 304
Colorado Springs, CO 80918
(719) 323-1240
