Aspen Wealth Strategies News

  • Safety Protocol at Aspen Wealth Strategies

    Office Environments Ensure a minimum of 6 feet of space between all desks/work spaces, and discourage shared spaces. Conduct office cleaning with increased frequency and supplement with high-frequency sanitation of high-touch areas (e.g. doors, stairwell handles, books, light switches, elevator switches and buttons, etc.) Provide employees with sanitation products and guidance on daily workspace cleaning routines. Encourage the use of digital files rather than paper formats (e.g., documentation, invoices, inspections, forms, agendas). Avoid gatherings (meetings, waiting rooms, etc) of more than 10 people. Ensure clear planning, preparedness and organization in the workplace. This includes assigning a COVID coordinator to, develop a plan for resources like cleaning supplies, internal regular (daily or weekly) communication surrounding best practices, planning for employees to be out of the office for quarantine or when needing to provide care for family members, and considering how new precautions will impact workflow, etc. Eliminate or regularly sanitize any…

  • Q&A Conference Call with Joel & MFS

    Q&A Video (please start at 2:53) This Q&A features Scott T. Edgecomb, CFA who is a portfolio manager with MFS.

  • Coronavirus Update from Andy

    I know Joel has been giving you very consistent and timely updates on the markets and actions we have taken to try to protect your portfolios in the past two months.  I also wanted to pass along some thoughts and give you some information on our contingency plans should we see a serious outbreak of the virus here in Colorado. When the S&P 500 closed on Thursday, March 5th, it was down 6.4% on the year.  It was down 10.35% from its all-time high on February 20th. We have seen 9 of these types of pullbacks (close to 10% or more) since 2008. We are keeping a close eye on the leading economic indicators – as a reminder, we have not seen a recession without the indicators being negative first.  As of the last report, they are still positive. The spread of the virus is of great concern to us…

  • The Aspen Leaf, February 2020

    Please Click Here to View

  • Forbes Again Names Aspen Wealth Strategies’ Andy McClaflin One of Nation’s Best-in-State Wealth Advisors

    For the second year in a row, Aspen Wealth Strategies’ Founder and Chairman, Andy McClaflin, has been named to the Forbes list of America’s Best-in-State Wealth Advisors, which recognizes advisors from national, regional, and independent firms. (To view the entire list, please click here.) This has come on the heels of Andy’s recent back-to-back (2018 & 2019) Forbes rankings as one of America’s Top Next-Generation Wealth Advisors. Said Andy of this recognition: “This is truly a team award. We work diligently as a practice to offer best-in-class service to all of our clients and it takes everyone in this office to make that happen. We absolutely love what we do every day and to be recognized for that is very humbling.” Andy and his team, who manage more than $275 million in client assets, offer their clients comprehensive financial planning, asset management, business owner services, and exceptional communication & experience. If…

  • Forbes Names Aspen Wealth Strategies’ Andy McClaflin One of The Nation’s Best-in-State Wealth Advisors

    Aspen Wealth Strategies’ Founder and Chairman, Andy McClaflin, has been named to the 2019 Forbes list of America’s Best-in-State Wealth Advisors, which recognizes advisors from national, regional, and independent firms. Andy debuted at No. 23 in Colorado! (To view the entire list, please click here.) This has come on the heels of Andy’s recent 2018 Forbes ranking as one of America’s Top Next-Generation Wealth Advisors. “We are diligent as a practice to provide the best tools, expertise, resources available in our industry. We invest in our clients, and it’s an honor to be recognized by an organization like Shook Research and Forbes.” Andy, who manages more than $265 million in client assets, offers his clients comprehensive financial planning, asset management, business owner services, and exceptional communication & experience. If you are interested in setting up a complimentary consultation with Andy and his team, you can contact him here. If you’d like to…

  • A letter from Andy

     Most of you know that 11 years ago my wife Gina was diagnosed with Breast Cancer. Gina fought hard through six months of chemotherapy, multiple surgeries and five years of hormone therapy. Even though her diagnosis was a life changing event, it taught us both valuable lessons that we still embrace today and attempt to live through our daughter Ari.  Last August we celebrated a milestone – 10 years cancer free.  About five months ago Gina went to see her doctor for some hip pain she had been experiencing. We honestly did not think much of it at the time because she had been doing some running and naturally thought that was the cause behind the pain. Her primary care physician ordered a pet scan to rule out anything significant.  Unfortunately, the scan results showed the pain in her hip was being caused by a tumor in her hip bone. The scan…

  • Forbes Names Aspen Wealth Strategies’ Andy McClaflin One of The Nation’s Top Next-Gen Wealth Advisors

    Aspen Wealth Strategies’ Founder and Chairman, Andy McClaflin, has been named to the 2018 Forbes list of America’s Top Next-Generation Wealth Advisors, which recognizes advisors from national, regional, and independent firms. Andy debuted at No. 233 nationally and No. 3 in Colorado. (To view the entire list, please click here.) Said Andy of this prestigious honor:  “I may have been the one named in the article and on the list, but there is no doubt in my mind or that of our clients’, that I could not have done this without our team at Aspen. I’m very proud of the work they do and their commitment to our clients’ long-term success.” Andy, who manages more than $265 million in client assets, offers his clients comprehensive financial planning, asset management, business owner services, and exceptional communication & experience. If you are interested in setting up a complimentary consultation with Andy and his…

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