Blue Dot Wealth Management

02/02/2024

Here is Part 1 of our Market Outlook for 2024!

At Blue Dot Wealth Management, we pride ourselves on focusing on our clients and building relationships that go beyond finance. We believe that working with ...

01/25/2023

How we experience life is majorly dependent on factors such as employment, real-life experiences and interactions, neighborhoods, and many more factors. “Personal development” doesn’t refer to a specific timeline of adulthood; instead, it requires a lifetime of dedication and awareness to keep up with the natural ebbs and flows that life has to offer. As we inch closer to spring, this is the time to reflect on what we want to grow during this time:

-Plan a holiday and make a trip. Vacations aren't just for summer.
-Meditate: Forget the worries of everyday life and empty the mind.
-Plant seeds for long term security. Is it time to reevaluate?
-Spot the things you want to change in your life.

Spring is a time for rebirth & growth. We will soon be able to feel the warmth of the sunshine again!

12/30/2022

More often than not, our news feeds are filled with lots of reasons to be pessimistic. Often, that leads us to believe that nothing positive in the world actually happens. Fortunately there are lots of every day people making things happen in their community. Here is a list of 183 things, small and big, where people are finding ways to make an impact. If there is a way for us to help YOU make a positive impact, let us know!

Happy New Year! And welcome to our annual year-end roundup of the brightest, boldest ways the world improved, evolved or otherwise changed for the better. It’s a randomized bingo-ball tumbler of a list, pulled straight from the pages of RTBC, and we hope it brings you some cheer as we...

09/26/2022

🍂🍁 Fall also comes with a slew of its own seasonally appropriate activities to partake in. And with so many to choose from, it can be hard to figure out where to start. From classics like jack-o-lantern carving, to adrenaline pumping ziplining and even family-friendly trips to the pumpkin patch, we’ve got you covered. So grab your flannel and get excited, folks!🍁🍂🍁

Here's your epic bucket list of 71 fall activities—grab your flannel and get excited, folks.

07/25/2022

The Team is growing!!! We'd love to introduce you to our newest Financial Advisor - Ryan Bailey! Here is a bit about Ryan:

Born and raised in Colorado, Ryan Bailey has been helping clients overcome complicated legal and financial challenges for nearly a decade. As a licensed attorney in the state of Colorado, his law practice focused heavily upon individual tax relief and assisting clients with their business and estate planning needs.

While Ryan was successful in helping clients that found themselves in complicated situations, he wanted to help clients take a proactive approach to financial planning and tax planning. Ryan obtained his FINRA Series 7 and 66 licenses, as well as various insurance licenses and in July of 2022 joined Blue Dot Wealth Management.

Inspired by his passion for serving others, he believes that every client has unique circumstances and every client deserves a personalized approach to the accumulation, protection, and distribution of wealth throughout their lifetime. He works with clients to identify key financial goals, and then implement a strategy that will maximize the potential for success based upon their unique circumstances and investment preferences.

Ryan loves spending his free time with his wife and daughter, and together they enjoy spending as much time as possible exploring the wilderness. He has a passion for the outdoors and is an avid fly fisherman, a hobby that he also loves to share with others. Other hobbies include traveling, camping, hiking and snowboarding. He is grateful for any opportunity to share these experiences with close friends and family, and truly enjoys any opportunity to learn or meet new people along the way.

06/25/2022

I have been a fan of Anthony Bourdain's since the day I read and learned why I shouldn't order fish on Tuesdays. I admired the way he turned his gift for storytelling and success at the New York Brasserie Les Halles into one accomplishment after another.

He had written over a dozen books, including novels, many bestsellers. He traveled all over the world enjoying amazing food and culture on his show Parts Unknown.

Anthony left this world too soon and Saturday June 25th has been used now to remember his contributions to us all.

"Barbecue may not be the road to world peace, but it's a start."

06/22/2022

Happy ! 🌳
Rainforests are critical to:

🌿 world biodiversity
🌿 climate regulation
🌿 human health
🌿 daily life....and so much more!

We must deliver on our commitments to protect and restore them.