Skip to content
Chapel & Collins Personal Wealth ManagementChapel & Collins Personal Wealth Management
  • Home
  • About Us
    • About Us
    • Dennis Collins
    • Stephen West
    • Brian Estep
    • Nicole Rockett
    • Nicole Hankins
    • Julie Logan
    • Designations
    • About Raymond James
  • Our Clients
    • Our Clients
    • Families and Individuals
    • Pre-Retirees
    • Retirees
    • Business Owners
    • Institutional Consulting
    • Corporate Retirement Plan Consulting
    • High Net Worth
  • Services
    • Services
    • Investment Management
    • Financial Planning
    • Estate, Charitable Giving & Trust
    • Retirement Planning
    • Risk Management
    • Alternative Investments
    • Tax Planning
    • Multigenerational Asset Transfer & Planning
    • Corporate Retirement Plan Consulting
  • Resources
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
    • Black Diamond
  • Fort Collins Office
    224 Canyon Ave., Suite 110 Fort Collins, CO 80521 T: 970.204.1376 T: 303.325.7787 TF: 888.755.0505
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
  • Media
    • Article
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Read
Read
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
Family & Lifestyle
Read
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to con...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
facebooklinkedin

In-depth planning from trusted financial guides

Chapel & Collins Personal Wealth ManagementChapel & Collins Personal Wealth Management
  • Fort Collins Office 224 Canyon Ave., Suite 110 Fort Collins, CO 80521
  • T 970.204.1376
  • T 303.325.7787
  • TF 888.755.0505
  • Map & Directions
  • Map & Directions

Chapel & Collins is a tradename. All services provided by Chapel & Collins investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Chapel & Collins.

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.

© 2024 Mercer Advisors. All Rights Reserved. If you have questions related to our terms and conditions please email privacy@merceradvisors.com.

Terms & Conditions | Privacy Notice | Form CRS | Personal Information Collected | Your California Privacy Choices