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Stordahl Capital Management
What All Financial Advisors Should Do (but Don’t): Review Your Debts

Here’s how a proactive financial advisor should help you review, manage, and pay off your debts.

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Debt ManagementBill StordahlNovember 15, 2021Digital Assets, Debt Accessibility, Tax-Efficient Debt, Debt-to-Asset Ratio, Debt Paydown, Interest Rate
The Week in Review: November 15, 2021
The Week in Review: November 15, 2021

Is inflation as transitory as the Fed says it is?

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Stordahl Capital ManagementNovember 15, 2021
Six  Financial Best Practices for Year-End 2021
Six Financial Best Practices for Year-End 2021

Here are six steps to help fine-tune your finances before year-end.

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Bill StordahlNovember 8, 2021
The Week in Review: November 8, 2021
The Week in Review: November 8, 2021

We look at what job growth and job layoffs tell us about the economy.

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Stordahl Capital ManagementNovember 8, 2021
The Week in Review: November 1, 2021
The Week in Review: November 1, 2021

A drop in consumer spending helped lead to a slowdown in GDP growth in the third quarter.

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Stordahl Capital ManagementNovember 1, 2021
What All Financial Advisors Should Do (but Don’t): Monitor Your Estate Plan
What All Financial Advisors Should Do (but Don’t): Monitor Your Estate Plan

Your financial advisor should help ensure you estate plan reflects your wishes and goals, and monitor it for updates and tax opportunities.

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Estate PlanningBill StordahlNovember 1, 2021Financial Planning, Legacy Wishes, Estate Taxes, Tax Reform
The Week in Review: October 25, 2021
The Week in Review: October 25, 2021

How earnings season and the movie “Groundhog Day” are similar.

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Stordahl Capital ManagementOctober 25, 2021
The Week in Review: October 18, 2021
The Week in Review: October 18, 2021

Why weather down markets? Because market timing is usually a losing endeavor.

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Stordahl Capital ManagementOctober 18, 2021
What All Financial Advisors Should Do (but Don’t): Review Your Tax Returns
What All Financial Advisors Should Do (but Don’t): Review Your Tax Returns

If your financial advisor isn’t regularly reviewing your tax returns, you may miss out on ways to optimize your finances and reduce your taxes.

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Tax PlanningBill StordahlOctober 18, 2021Income Taxes, Tax Loss Harvesting, Capital Gains, Roth Conversions, Retirement Income
Are You Confused About Investment Costs?—Part 2: Custodian/Brokerage Costs
Are You Confused About Investment Costs?—Part 2: Custodian/Brokerage Costs

As an investor, whenever you’re led to believe you’re getting something for nothing, your best bet is to assume the opposite.

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Bill StordahlOctober 11, 2021
The Week in Review: October 11, 2021
The Week in Review: October 11, 2021

The large number of job openings appears to be hampering economic growth.

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Stordahl Capital ManagementOctober 11, 2021
 Are You Confused About Investment Costs?—Part 1: Fund Management Fees
Are You Confused About Investment Costs?—Part 1: Fund Management Fees

To understand what your investments really cost you, start with the fund management fees.

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Bill StordahlOctober 4, 2021
The  Week in Review: October 4, 2021
The Week in Review: October 4, 2021

Things have gotten a little bumpy. We offer insights into what’s been happening behind the scenes.

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Stordahl Capital ManagementOctober 4, 2021
What All Financial Advisors Should Do (but Don’t): Analyze Your Social Security Benefits
What All Financial Advisors Should Do (but Don’t): Analyze Your Social Security Benefits

Financial advisors sound alike and charge similar fees. In this series, we explore important differences, starting with Social Security analysis.

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Financial PlanningBill StordahlOctober 1, 2021Financial Advisor, Advisory Fees, Retirement Age, Social Security, Retirement Income
The Week in Review: September 27, 2021
The Week in Review: September 27, 2021

The Fed hints it will begin winding down its $80 billion in monthly bond buys.

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Stordahl Capital ManagementSeptember 27, 2021
The Week in Review: September 20, 2021
The Week in Review: September 20, 2021

Does the new CPI data indicate that inflation is receding, or is it due to COVID’s impact on travel?

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Stordahl Capital ManagementSeptember 20, 2021
 6 Money Myths That Can Hurt Your Finances
6 Money Myths That Can Hurt Your Finances

Do you believe any of these money myths? Read this article to find out why they can be so harmful and what you can do instead.

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Financial PlanningStordahl Capital ManagementSeptember 15, 2021Long-Term Care, Social Security, Investing, Retirement Planning
Tax  Planning in Turbulent Times—Part 3: Tax-Wise Financial Planning
Tax Planning in Turbulent Times—Part 3: Tax-Wise Financial Planning

Your life events offer tax-planning possibilities. We cover some of those events and opportunities.

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Bill StordahlSeptember 13, 2021
The Week in Review: September 13, 2021
The Week in Review: September 13, 2021

New statistics show that the number of job openings surged to a record 10.9 million.

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Stordahl Capital ManagementSeptember 13, 2021
Digital Assets and Estate Planning: 4 Steps to Take Today
Digital Assets and Estate Planning: 4 Steps to Take Today

Your probably have more digital assets than you realize. From online photos to Facebook accounts, here are four steps to make them part of your estate plan.

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Bill StordahlSeptember 1, 2021
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Stordahl Capital Management
8400 East Crescent Parkway , Suite 420 ,
Greenwood Village, CO, 80111,
United States
303-770-0602 Info@StordahlCap.com
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Areas We Serve: Denver | Fort Collins | Colorado Springs

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8400 East Crescent Parkway, Suite 420 | Greenwood Village, CO 80111 | Info@StordahlCap.com | Phone: 303-770-0602 | Fax: 303-770-0304
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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.

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