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Longmont Lights Parade 2019

We enjoyed celebrating the Holiday Season at the Longmont Lights Parade!

Birthday Surprise

So thankful to be a part of this fun birthday surprise! We love to show our clients how much we appreciate them!

150th Boulder County Fair Parade

Privileged to celebrate the Honor Flight Veterans at the 150th Boulder County Fair Parade!!

Under the Sedona Sun

Thank you to everyone who attended our 1st Under the Sedona Sun Client Appreciation Event at Frank & Brittany Oliver’s home. We had a wonderful time celebrating with everyone!

Elite Holiday Party 2018

Thank you to everyone who attended our 13th Annual Holiday Party at Frank & Brittany Oliver’s home.We had a wonderful time celebrating with everyone and are thankful for each and every client that trusts us with their retirement income.

Women, Wine & Wealth Event Fall 2018

Oliver Asset Management hosted our very first Women and Wealth Event at the Sweet Heart Winery this November! The ladies were able to get a glass of wine and a plate of delicious hors d’oeuvres while they listened to Frank’s presentation on retirement planning. After the presentation, everyone was able to mingle and chat over […]


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What Would Your Social Security be Worth If You Viewed It as an Asset?

How much is your Social Security benefit worth? Social Security can provide you with an estimate of your benefit at retirement, but that’s in terms of how much income you’ll receive each year. How much would that income be worth if it were valued as a lump sum asset, like your 401(k) or IRA balance? […]

Fourth Quarter Preview: What to Expect for the End of 2020

It took just under five months for it to happen. On August 17th, the S&P 500 closed at 3389.78—an all-time record. That record is also significant because it means the index officially recouped all losses from the downturn that happened in March.1 This year has been a rollercoaster ride for investors. The S&P 500 dropped […]

Take a look at the asset winners and losers in 2020

We’re halfway through 2020, and the year has already been a rollercoaster. We’ve seen a global pandemic, record unemployment and racial protests across the country. And let’s not forget, there’s a presidential election campaign season in full swing. Of course, the events of this year have rocked the financial markets. Between February 19 and March […]

Is it time for an economic recovery?

The first half of 2020 has been a rollercoaster ride. The COVID-19 pandemic completely altered our way of life and threw the economy into a tailspin. Most states have started the reopening process, but there is still significant uncertainty about the long-term impact of coronavirus and how long the pandemic will continue. Federal Reserve Chairman […]

Financial Moves to Consider in a “Down” Year

It’s hard to find good news in today’s economic environment. COVID-19 single-handedly brought an end to the longest bull market in history and ushered in record-setting unemployment. If you’re like millions of others in the country, you’ve lost income or possibly even your job. You also may have lost savings due to market volatility. Given […]

What’s Next for a COVID-19 Economy?

The economic fallout from the coronavirus pandemic continues, even as states start to reopen restaurants, retail stores, and other businesses. The crisis brought an end to the bull market that started in 2009 and threatens to usher in a recession.1 What does the future hold for the stock market and the economy? When will the […]