Advisory Group of The Rockies

Home
United States
Fort Collins, CO
Advisory Group of The Rockies

Call Directions Website Contact the business

Your professional guide in helping you live life by design, not default. Member FINRA/SIPC. finra.org sipc.org.

Better positioning your wealth and mitigating your taxes throughout your financial journey. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

11/03/2026

Election day is here, and with it comes plenty of speculation about what the results could mean for the stock market.

But history tells an interesting story.

Looking back at market performance since 1950, stocks have performed well under a variety of political leadership combinations, reminding us that long-term investing is about much more than who occupies the White House or controls Congress.

Here's a look at the numbers 🇺🇸

10/31/2026

We’re usually more into planning than carving, but we make an exception this time of year. 🎃

Happy Halloween from all of us at Advisory Group of The Rockies! Wishing you a fun and safe night.

10/22/2026

October has brought plenty to celebrate for one of our co-founders and his family! On October 5th, Chris Schommer and his wife, Molly, welcomed baby Bo Matthew Schommer into the world! 💙

Bo arrived weighing 7 lbs. 12 oz. and measuring 21 inches long, joining big brothers Jake, Luke, and big sister Mia.

And today, we get to wish Chris a Happy Birthday! 🎉🎂. We think it’s safe to say he’s already received the best birthday gift a dad could ask for!

Please join us in celebrating Chris, Molly, and the entire Schommer family as they welcome their newest little blessing!

10/13/2026

Every household faces two types of financial risk: expenses that are manageable but don’t always come at a convenient time, and larger unexpected losses that could quickly exceed the cash you have available.

That’s where an emergency fund and insurance serve two different, but equally important, purposes in a financial plan. Here’s a simple look at where each one fits and why having both matters.

10/01/2026

September was a mixed month for markets, with performance varying significantly beneath the surface.

While large technology companies helped support the broader indexes, higher interest rates and weakness across much of the market created a tougher backdrop.

Here’s a quick look at what shaped the month.

09/25/2026

Your future matters. But so does the life you’re living right now.

Good planning makes room for both, and sometimes, it starts with just one conversation.

09/10/2026

Some of the best community events are the simplest ones. A few weekends ago, we were grateful to play a small part in a wonderful evening of live music and time spent together.

Good music, good people, and a backyard full of neighbors and friends. Nights like this are a pretty great reminder of what makes our community special.

08/28/2026

Your financial journey won’t always follow a straight line. Life changes, markets change, and plans change along the way.

The goal isn’t to have it all figured out. It’s to have a plan that can move with you, one step at a time.

08/20/2026

Artificial intelligence is changing the way people learn, research, and even make financial decisions. We use AI every day, and we think it’s one of the most exciting tools to come along in a long time.

But when it comes to building a financial plan, we’ve learned that the technology is only part of the equation.

Here are a few thoughts on where AI shines… and where the human side still matters.

08/12/2026

A new Gallup study found that when people have financial questions, most still turn to internet searches first. Friends and family are high on the list too, while AI continues to grow as a source of information, especially among younger generations. Yet when it comes to trust, professional financial advisors remain at the top.

We think that makes sense.

The internet is a great place to learn. AI is an incredible tool. But a good financial plan isn’t built by finding the right article or writing the perfect prompt. It’s personal. It’s built by understanding your goals, asking thoughtful questions, and making decisions that fit your life.

If you have a minute, the Gallup article below is worth a read. It offers an interesting look at where Americans and Canadians are turning for financial guidance.

Americans and Canadians most often use their own internet research for financial guidance. Financial advisors and finance professors are the most trusted sources.

Address

123 N. College Avenue Suite 110
Fort Collins, CO
80525

Telephone

+19706585444

Website

http://www.advisorygroupoftherockies.com/

Alerts

Be the first to know and let us send you an email when Advisory Group of The Rockies posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.