Stordahl Capital Management
About How It Works Institutional Clients Insights Client Portal
AboutHow It WorksInstitutional ClientsInsightsClient Portal
Stordahl Capital Management
Financial New Year’s Resolutions When You’re Near Retirement

Ready to boost your retirement savings but don’t know where to start? These five financial New Year’s resolutions can help.

Read More
Financial PlanningStordahl Capital ManagementJanuary 4, 2021Retirement Planning, 401(k), IRA, Roth, Emergency Fund, Debt Management, Cash Flow, Estate Planning, Risk Tolerance
The Week in Review: December 28, 2020
The Week in Review: December 28, 2020

Here are the key provisions of the COVID-19 relief package affecting individuals and businesses.

Read More
Stordahl Capital ManagementDecember 28, 2020
Charitable Giving Strategies That Go Beyond Simple Check Writing

How do you donate and receive tax savings? Here are tax-friendly alternatives to simply writing a check to your favorite charity.

Read More
Financial PlanningStordahl Capital ManagementDecember 22, 2020Charitable Giving, Itemized Deduction, Standard Deduction, Donor-Advised Fund, QCD, CARES Act
The Week in Review: December 21, 2020
The Week in Review: December 21, 2020

Coronavirus cases are surging again. We take a look at the potential impact on the economy.

Read More
Stordahl Capital ManagementDecember 21, 2020
The Week in Review: December 14, 2020
The Week in Review: December 14, 2020

The NBER has not declared that an economic recovery has started. Read this article to find out why that matters.

Read More
Stordahl Capital ManagementDecember 14, 2020
What You Need to Know About Roth IRA Conversions

Converting a traditional IRA to a Roth IRA could help keep your taxes lower in retirement. Here’s how.

Read More
Retirement planningStordahl Capital ManagementDecember 8, 2020Tax Bracket, Roth Conversion, Traditional IRA, COVID-19, CARES Act, Tax Rates
The Week in Review: December 7, 2020
The Week in Review: December 7, 2020

The unemployment rate fell to 6.7% last month, but what do other data tell us about that number?

Read More
Stordahl Capital ManagementDecember 7, 2020
The Week in Review: November 23, 2020
The Week in Review: November 23, 2020

Over the past decade, consumers warmed up to the convenience of online buying. The pandemic accelerated that shift.

Read More
Stordahl Capital ManagementNovember 24, 2020
Year-End Tax Planning Tips for 2020

Before you close 2020 for good, read this article and see if there are any year-end tax planning strategies you can apply.

Read More
Retirement planningStordahl Capital ManagementNovember 24, 2020
The Week in Review: November 16, 2020
The Week in Review: November 16, 2020

The post-election environment has created clarity but also raises new questions. One question that usually arises: How might a new president affect stock market performance?

Read More
Stordahl Capital ManagementNovember 16, 2020
Key Retirement Ages to Know

As you head into retirement, there are important age milestones you should be aware of. Read this article for 6 key retirement ages.

Read More
Retirement planningStordahl Capital ManagementNovember 10, 2020Medicare, Social Security, Early Distributions, RMDs
The Week in Review: November 9, 2020
The Week in Review: November 9, 2020

With election day 2020 behind us, investors breathe a sigh of relief and stocks surge.

Read More
Stordahl Capital ManagementNovember 9, 2020
The Week in Review: November 2, 2020
The Week in Review: November 2, 2020

The U.S. gross domestic product (GDP) expanded at a record-setting annualized pace of 33.1% in the third quarter of 2020.

Read More
Stordahl Capital ManagementNovember 2, 2020
5 Small Changes That Can Make a Big Difference to Your Retirement Plan

Worried that you’re behind on retirement? Not sure how to start saving? Here are 5 small changes that you can make to your retirement plan today.

Read More
Retirement planningStordahl Capital ManagementOctober 27, 2020Retirement Accounts, 401(k), IRA, Compounding
The Week in Review: October 26, 2020
The Week in Review: October 26, 2020

Housing's recovery is like a check mark—a sharp downturn followed by a bounce.

Read More
Stordahl Capital ManagementOctober 26, 2020
The Week in Review: October 19, 2020
The Week in Review: October 19, 2020

Some weeks, we get both good news and unsettling news. That’s what happened last week.

Read More
Stordahl Capital ManagementOctober 19, 2020
How Do Election Years Impact the Stock Market?

Presidential election years can be unsettling for investors. Whether you’re worried the stock market is going to tank or take off, read this article for some history.

Read More
Investment ManagementStordahl Capital ManagementOctober 13, 2020Donald Trump, Barack Obama, Great Recession, Presidential Election, Stock Market
The Week in Review: October 12, 2020
The Week in Review: October 12, 2020

Let’s take a look at the Biden tax plan, as outlined by the Tax Foundation, an independent think tank.

Read More
Stordahl Capital ManagementOctober 12, 2020
The Week in Review: October 5, 2020
The Week in Review: October 5, 2020

Employers are bringing back furloughed workers. But the initial surge of reopenings, which sharply boosted employment in the summer, is fading. The low-hanging fruit has been picked.

Read More
Stordahl Capital ManagementOctober 5, 2020
The Week in Review: September 28, 2020
The Week in Review: September 28, 2020

We know that turbulence and pullbacks are a normal part of investing. September has been no exception.

Read More
Stordahl Capital ManagementSeptember 28, 2020
Newer Older
 
 

Membership and Alliances

 
Stordahl Capital Management
8400 East Crescent Parkway , Suite 420 ,
Greenwood Village, CO, 80111,
United States
303-770-0602 Info@StordahlCap.com
Hours

Areas We Serve: Denver | Fort Collins | Colorado Springs

© 2022 Stordahl Capital Management. All rights reserved.
8400 East Crescent Parkway, Suite 420 | Greenwood Village, CO 80111 | Info@StordahlCap.com | Phone: 303-770-0602 | Fax: 303-770-0304
Privacy Policy | ADV | Form CRS

Stordahl Capital Management, Inc is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Stordahl Capital Management, Inc and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Stordahl Capital Management, Inc unless a client service agreement is in place.

Stordahl Capital Management, Inc provides links for your convenience to websites produced by other providers or industry-related material. Accessing websites through links directs you away from our website. Stordahl Capital Management, Inc is not responsible for errors or omissions in the material on third-party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third-party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Contact Us