Advisory Group of The Rockies

08/28/2026

Your financial journey won’t always follow a straight line. Life changes, markets change, and plans change along the way.

The goal isn’t to have it all figured out. It’s to have a plan that can move with you, one step at a time.

08/20/2026

Artificial intelligence is changing the way people learn, research, and even make financial decisions. We use AI every day, and we think it’s one of the most exciting tools to come along in a long time.

But when it comes to building a financial plan, we’ve learned that the technology is only part of the equation.

Here are a few thoughts on where AI shines… and where the human side still matters.

08/12/2026

A new Gallup study found that when people have financial questions, most still turn to internet searches first. Friends and family are high on the list too, while AI continues to grow as a source of information, especially among younger generations. Yet when it comes to trust, professional financial advisors remain at the top.

We think that makes sense.

The internet is a great place to learn. AI is an incredible tool. But a good financial plan isn’t built by finding the right article or writing the perfect prompt. It’s personal. It’s built by understanding your goals, asking thoughtful questions, and making decisions that fit your life.

If you have a minute, the Gallup article below is worth a read. It offers an interesting look at where Americans and Canadians are turning for financial guidance.

Americans and Canadians most often use their own internet research for financial guidance. Financial advisors and finance professors are the most trusted sources.

07/09/2026

Looking ahead, geopolitics, Federal Reserve policy, and artificial intelligence will continue to shape the markets. Learn how LPL Research is positioning portfolios for the second half of 2026.

Stocks held. Now what? LPL Research's 2026 Midyear Outlook covers policy shifts, AI returns, and Fed leadership — and what they mean for your portfolio.

07/04/2026

Wishing you a safe, happy, and meaningful Fourth of July from all of us at Advisory Group of The Rockies. 🇺🇸 💙

07/01/2026

It’s Bobby Bonilla Day.

Every July 1, he gets paid — decades after he last played — thanks to a deferred contract that runs through 2035.

It’s one of the more well-known reminders that timing, structure, and long-term decisions matter. What feels small in the moment can look very different years down the road.

06/26/2026

Life is complicated enough.

We’re big believers that the people helping you make important financial decisions should be on the same page.

The goal isn’t more meetings, more emails, or more opinions. It’s less time spent connecting dots and more time spent enjoying the path ahead. It’s clarity. Simplicity. Confidence.

06/21/2026

Some of life’s most important lessons don’t come from books or spreadsheets.

They come from dads. 💙

Happy Father’s Day to all the fathers, grandfathers, and father figures who help shape the lives of those around them.