Broker Check

2610 Trinity Drive, Ste. 10
Los Alamos , NM 87544


Ben Bouman

(505) 500-8420



What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Thursday, October 11, 2018

Reviewing the new NAFTA (USMCA)


Wednesday, September 12, 2018

Trusts and Retirement Accounts Retirement accounts, IRAs, 401(k)s, and the like, and revocable living trusts can avoid the cost and time of probate court. Whether or not to place retirements accounts in living trusts is an entirely...


Tuesday, March 20, 2018

2017 Tax Act: Key Changes


Monday, December 4, 2017

2018 Outlook


Tuesday, November 7, 2017

President Reagan’s Secret 702(j) Retirement Plan Several times over the past few weeks I have been asked if I knew anything about “President Reagan’s Retirement Plan” and a 702(j)-retirement plan. I had never...


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Thursday, June 29, 2017

Cetera Investment Management 2017 Mid-Year Outlook


Monday, November 28, 2016

Asset Allocation Asset allocation involves dividing your investments among different assets, such as stocks, bonds, and cash. The asset allocation decision is a personal one. The allocation that works best for you changes at different...


Wednesday, November 9, 2016

Long-Term Investing One of the advantages associated with long-term investing is the potential for compounding. Here’s how it works: When your investments produce earnings, those earnings get reinvested and can earn even more....


Wednesday, February 10, 2016

Equity Market Update 02/10/2016


Saturday, January 16, 2016

Market Volatility Jan 15 2016 2016 has been a rough start to the New Year with appears to be increased volatility. This piece shares their perspective as to way and how they are treating it.


Wednesday, August 19, 2015

Invest (n-v st) to put (money) to use, by purchase or expenditure, in something offering potential profitable returns, as interest, income, or appreciation in value. Investing means letting your money go to work for you. Essentially,...


Tuesday, July 14, 2015

UC Streamlines 403(b) and 457 Retirement plans As a registered Investment Advisor Representative who grew up here in Los Alamos and whose parents both worked for UC I always do my best to be aware of what is happening with my client...