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Archive for the Financial Planning Category

Five Core Principles for Investors

Here are five core principles every investor should keep in mind: 1. DIVERSIFICATION: Diversification is how you limit the risk of losses in an uncertain world. If, 30 years ago, a visitor from the future had said that the Soviet Union had collapsed, Japan’s stock market had […]

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Investment Strategy…using an Index Card

Investment Strategy…using an Index Card

Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few years ago by scratching out “all the financial advice you’ll ever need” on a 4×6 index card. Now you may disagree with a few of Pollack’s items […]

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Financial Advice…on an Index Card

Financial Advice…on an Index Card

Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few years ago by scratching out “all the financial advice you’ll ever need” on a 4×6 index card. Now you may disagree with a few of Pollack’s items […]

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Maximizing After-Tax Investment Returns through Asset Location

Maximizing After-Tax Investment Returns through Asset Location


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 You probably already appreciate the beauty of asset allocation. When you spread your money among investment categories that share little in common […]

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When it comes to checking up on your portfolio, a policy of benign neglect invariably beats too much monitoring.  Investors who pay attention to their portfolios’ daily values may find themselves berating themselves during the market’s periodic downdrafts or congratulating themselves too much when their balances are […]

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Areas We Serve

Staib Financial Planning, LLC strives to make meeting with us convenient and easy. We offer many locations around the Denver area other than our main office, serving Highlands Ranch, Lone Tree, Centennial, Littleton, Parker, Aurora, Denver and surrounding communities.

Click Here for more details about alternate locations from our main office.

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