12265 W. Bayaud Ave, Ste 230, Lakewood, CO 80228

400 Inverness Pkwy, Ste 270 Englewood, CO 80112


Phone: 303-252-0852

Fax: 720-328-8024


Website: walshfinancialsolutions.com






November/December 2017

Talking Treasuries

How would you like the federal government to pay you for a change?

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Your New Traveling Companion

Want to experience the world from your backyard? Consider adding foreign investments to your portfolio.

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Financing Your New Wheels

There’s no lemon law for auto loans. Some things to consider when shopping for a vehicle.

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Trusts — A Helpful Planning Tool

Even individuals with modest assets may find trusts to be useful for providing more control over how and when assets are distributed to beneficiaries. Here is a brief overview of some of the estate planning objectives you can accomplish using a trust.

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After the Bell

If you are thinking about getting involved in after-hours trading, be aware of these risks.

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What's Your Plan?

It’s no secret. You can find a lot of helpful information about your employer’s retirement plan by reviewing a few documents.

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Holiday Harmony

Planning ahead and setting spending limits can keep your stress level in check. Channel your inner holiday spirit with these time- and money-saving ideas.

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Take a Stroll Through Your Finances

Conducting a year-end financial review can tell you whether you’re making progress toward your goals or whether you need to make adjustments to your spending and investment strategies.

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Manager Moving On?

What should you do if the manager of your mutual fund leaves? Maybe nothing.

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Score the Right College

Looking for an effective way to choose a college? Consider visiting the U.S. Department of Education’s College Affordability and Transparency Center.

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