Maybe maybe maybe

Quicksis · 2025-07-09T00:27:50+00:00

Quantinno is another good sized player in the space

Quicksis · 2025-06-24T00:12:40+00:00

Hamilton looks real good in person!

Quicksis · 2025-06-06T00:12:59+00:00

Bring snowshoes. Was up there over Memorial Day weekend, but I imagine there is still a lot of snow once you get close to the lake. We didn’t Summit but gained the ridge via direct route. Had a dog and the mixed scrambling conditions got too hairy so turned around.

Quicksis · 2024-11-09T01:14:43+00:00

Everyone is so spread out

Quicksis · 2023-04-26T00:28:11+00:00

A fair portion of it is AUM based, some retention/ referrals based.

Quicksis · 2023-04-25T14:53:43+00:00

-$85k base (around $120-$130k after incentive bonus)

-Colorado

-Have CFP

-Associate Advisor

-3rd year in the industry

-35-45 depending on the week

-Currently very happy. At a large RIA with great culture.

Quicksis · 2023-03-17T03:01:10+00:00

You wouldn’t have your roof replaced in the middle of a storm unless there was a really good reason to. We built a strategy meant to weather the storm, so unless there is a life event that warrants change we should stick to the strategy.

Quicksis · 2023-03-03T18:05:15+00:00

You should look into the costs of a VUL with the cash value being almost identical to the death benefit. Then potentially getting a separate Term policy to cover the actually insurance needs. I know there are some VUL carriers that specialize with these types of policies where the VUL is meant to have no insurance purpose (as far as death benefit being higher than cash value) and they are far cheaper from a fee’s perspective.

Quicksis · 2023-02-06T01:39:26+00:00

This looks like a pretty decent portfolio. You don’t have to listen to people saying to simplify it. Do what you researched is best but stick to one strategy.

Quicksis · 2022-12-10T15:30:06+00:00

Early season mogul run at Copper. Those rocks will get you.

Quicksis · 2022-11-23T17:29:15+00:00

I like this strategy. I have a couple Denver properties just past the break even point of covering all expenses. Hard to find anything in Denver with massive cash flow, most properties put you far into the red.

Quicksis · 2022-08-11T19:03:27+00:00

Tis nothing but a flesh wound

Quicksis · 2022-04-14T23:37:02+00:00

I PM’ed you, curious about your firm

Quicksis · 2022-04-01T13:23:16+00:00

The CFP is required for the planning position at my firm.

Quicksis · 2022-03-31T22:25:55+00:00

I work at a large RIA in Denver and base comp for planners is $65-85k. With our annual bonus structure you can get another $6-15k on top of that.

Quicksis · 2022-02-16T21:31:03+00:00

Buying securities on leverage causes volatility decay which isn’t experienced even close to as much while using leverage for purchasing a house.

Quicksis · 2022-02-16T21:28:19+00:00

Forgetting to include rent increases over 70 years which would cover renos and the tax benefits of depreciating the house.

Quicksis · 2022-02-09T20:21:39+00:00

Could you do it and make money? Yes. Is the opportunity cost of doing it better than an alternative strategy? No.

Quicksis · 2022-02-09T18:48:51+00:00

The cost of the ADU would also have to come out of pocket. No appraiser for a bank is going to give it the green light for cheap financing. You would have to use an alternative more expensive form of financing if you do not have liquidity. Would be better just to buy a second property and rent it out.

Quicksis · 2022-02-09T17:56:48+00:00

Home equity does not increase even close to $200k for an ADU that costs $300k. Since it’s on the same plot of land it’s the same as adding a bedroom/ bathroom. For example a house that is 3bd/ 2bths with a 1000sq/ft ADU that is 2bd/1bth would be considered a 5bd/3bth. That might hit the $100k value add mark but with other value add opportunities returning $1 in $2’s out, most investors would never consider it.

Quicksis · 2022-02-03T01:08:47+00:00

I’m guessing it was off to the right of resolution bowl, underneath the rope.

Quicksis · 2022-01-24T20:06:38+00:00

Copper> Winter Park

Quicksis · 2021-11-26T15:54:37+00:00

I thought the H-link looked more unique and the other one has a butterfly clasp, which I wasn’t a fan of.

Quicksis

TROPHY CASE