Avanti Wealth Solutions

08/31/2026

We had a great time in the mountains this weekend celebrating some birthdays and exploring around! The furry friends also appreciated some new sniffs, new friends, and some outdoor time.

08/28/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

08/26/2026

Higher yields continue to create potential opportunities for bond investors, but navigating today's market requires careful decision-making. Let’s connect if you’d like to discuss.

Read our fixed income midyear outlook.

08/24/2026

Quite the stunning view from the Colorado mountains! We've been enjoying new hikes and exploring.

08/22/2026

Taylor and Jonnie got to explore a neat Prohibition era jazz bar last night! They had to venture through an alley, and down the maintenance hallways to access this underground bar, and they really enjoyed it. They're enjoying all that NYC has to offer!

08/21/2026

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​

An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

08/18/2026

We had a busy weekend getting Brody moved back up to Boulder and getting to see my stepsister and her family while they moved their son, Tyler, back from CO to IA! We're enjoying some cooler weather as summer starts to wrap up and everyone is getting back to their school routines. We hope you are as well!

08/14/2026

Today is National Financial Awareness Day. It's a great reminder that financial planning isn't a one-time event—it's an ongoing process. Life changes, markets evolve, and financial goals often shift over time. If you'd like to discuss your current financial picture, I'm here to help.

08/12/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

08/10/2026

Taylor and Jonnie were in Colorado a few weekends ago for one of Jonnie's high school friend's wedding! It was a gorgeous venue, and they enjoyed saying hi to some old friends. We, of course, also loved having them in town and spending the weekend with them outside of the wedding festivities!