Stordahl Capital Management
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AboutHow It WorksInstitutional ClientsInsightsClient Portal
Stordahl Capital Management
What’s with All These Ads About Fiduciary Financial Advisors?

Those ads about fiduciary financial advisors are on to something. Here’s why working with a fiduciary can be a great decision.

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Financial PlanningStordahl Capital ManagementMarch 15, 2023Fiduciary, Suitability, RIA, Registered Investment Advisor, CFP, CERTIFIED FINANCIAL PLANNER
The Week in Review: March 13, 2023
The Week in Review: March 13, 2023

As a result of Silicon Valley Bank's failure, we are headed for short-term volatility in the markets.

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Stordahl Capital ManagementMarch 13, 2023
The Week in Review: March 6, 2023
The Week in Review: March 6, 2023

Why another surge in consumer spending in February and March seems unlikely.

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Stordahl Capital ManagementMarch 6, 2023
Recognizing Signs of Elder Financial Abuse

Here are signs of elder financial exploitation, tips for preventing it, and what to do if you suspect abuse.

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Financial PlanningStordahl Capital ManagementMarch 6, 2023Elder Abuse, Financial Abuse, Preventing Elder Abuse
The Week in Review: February 27, 2023
The Week in Review: February 27, 2023

If the no-landing scenario plays out, it complicates the Fed’s job.

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Stordahl Capital ManagementFebruary 27, 2023
The Week in Review: February 21, 2023
The Week in Review: February 21, 2023

The long-term upward trend in the economy is intact, but month-to-month activity is uneven.

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Stordahl Capital ManagementFebruary 21, 2023
“This Time Is Different”: How We Can Persevere

We can apply a historical perspective to current events. We can also build a long-term financial plan that helps give us a sense of stability.

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Financial PlanningBill StordahlFebruary 21, 2023Current Events, Recession, Layoffs, Optimism, Long-Term Plan, Retirement
4 Ways to Apply the 80/20 Rule to Your Financial Pursuits

Here are four financial best practices that can provide a lot of value.

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Stordahl Capital ManagementFebruary 13, 2023
The Week in Review: February 13, 2023
The Week in Review: February 13, 2023

The pain of rising interest rates has been felt in the financial sector. It has also been felt in housing.

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Stordahl Capital ManagementFebruary 13, 2023
Factors Driving Returns

… Plus, factors that don't drive returns.

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Stordahl Capital ManagementFebruary 6, 2023
The Week in Review: February 6, 2023
The Week in Review: February 6, 2023

The Fed chief acknowledges inflation's slowdown but emphasizes it’s too early to declare victory.

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Stordahl Capital ManagementFebruary 6, 2023
Does It Matter Which Spouse Converts Their Traditional IRA to a Roth IRA?

Here are factors for spouses to consider when making Roth IRA conversions.

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Retirement planningJoan Koss, MBA, CFP®, ChFC®, FSCP®, LUTCF®January 30, 2023IRA, Roth IRA, IRA Conversion, SECURE Act 2.0, Married Couples, Tax Planning
The Week in Review: January 30, 2023
The Week in Review: January 30, 2023

GPD shows an expanding economy in late 2022, but there is a problematic scenario.

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Stordahl Capital ManagementJanuary 30, 2023
How to Protect Your Aging Parents from Scammers

Here are tips to help protect your parents and other loved ones from scams targeting older Americans.

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Financial PlanningBill StordahlJanuary 30, 2023Identity Theft, Scams, Fraud, Family Communication, Aging Parents
The Week in Review: January 23, 2023
The Week in Review: January 23, 2023

Here are key SECURE 2.0 changes that could affect your retirement planning.

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Stordahl Capital ManagementJanuary 30, 2023
How an ILIT and Crummey Protocols Can Be an Estate Plan Cornerstone

An ILIT, or irrevocable life insurance trust, can be a cornerstone of a comprehensive estate plan, especially when using Crummey protocols.

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Joan Koss, MBA, CFP®, ChFC®, FSCP®, LUTCF®January 23, 2023
The Week in Review: January 17, 2023
The Week in Review: January 17, 2023

With meaningful progress against inflation, will the Fed stop hiking rates? Here's why the answer is no.

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Stordahl Capital ManagementJanuary 17, 2023
2023 Tax Changes Every Taxpayer Needs to Know

Understanding the tax changes for 2023 can help benefit year-round financial planning. Here are some updates to know.

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Tax PlanningBill StordahlJanuary 17, 20232023, AMT, Alternative Minimum Tax, Tax Bracket, Estate Tax, Earned Income Credit, Standard Deduction, Itemize
5 Years or 5 Days

Which focus is better for your mental health?

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Stordahl Capital ManagementJanuary 9, 2023
The Week in Review: January 9, 2023
The Week in Review: January 9, 2023

Here's why a small increase in wages caught the attention of investors last week.

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Stordahl Capital ManagementJanuary 9, 2023
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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
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
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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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