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Blog

5 Time-Tested Investment Strategies to Match Your Financial Mindset

May 2, 2025
Categories
Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it...
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5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Apr 2, 2025
Categories
Investments
Retirement
Tax Planning
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time...
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How to Stay Invested in Volatile Markets Without Losing Sleep

Mar 2, 2025
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even...
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7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Feb 2, 2025
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each...
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How Hindsight Bias Hurts Investors

Jan 2, 2025
Categories
Investments
How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of...
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Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Dec 2, 2024
Categories
Investments
Finance
Risk Management
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain...
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5 Damaging Myths About Money Talks & the Facts Behind Them

Nov 2, 2024
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many...
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7 Milestones At Age 50 & Above

Oct 2, 2024
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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How to Beat Investing FOMO: The Power of Patient Wealth Building

Sep 2, 2024
Categories
Investments
Finance
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame...
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3 Investment Factors that Don’t Drive Long-term Returns

Aug 2, 2024
Categories
Investments
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many...
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Practical Tips: How to Avoid These 4 Estate Planning Missteps

Jul 2, 2024
Categories
Finance
Lifestyle
Estate Planning
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake...
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Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Jun 2, 2024
Categories
Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years...
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Our mission is to educate, prepare, and position our clients for success.

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1230 W Ash St Ste C
Windsor CO 80550

E: stephen@pattersonagency.com
P: 970-795-2137

     
 
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Rocky Mountain Wealth Advisors offers wealth management services through various unaffiliated companies including advisory services offered by Diversify Advisory Services (“Diversify”) an SEC Registered Investment Adviser. Rocky Mountain Wealth Advisors offers additional investment services and securities through DFPG Investments, LLC., a broker/dealer, member FINRA/SIPC, an affiliate of Diversify.

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