Anthony Price

As a Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals.

I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, a

06/07/2024

It's National Donut Day! Treat yourself to something sweet with a list of the best places to get a hot, fresh doughnut. 🍩 https://tinyurl.com/bdhup7v9

Food Truck Tuesdays start this week at the Colorado Springs Pioneers Museum 06/04/2024

Food Truck Tuesdays start this week at the Colorado Springs Pioneers Museum The Colorado Springs Pioneers Museum (CSPM) and the City of Colorado Springs will kick off Food Truck Tuesdays on June 4.

05/27/2024

Honoring those who made the ultimate sacrifice.

Emotional Rescue: Markets, Fed Policy, and Elections 03/19/2024

Here's an informative article that discusses how markets react when the Fed reduces interest rates and performance during election years:

Emotional Rescue: Markets, Fed Policy, and Elections Between adjustments in Fed policy and a coming presidential election, it's going to be an emotional year, but historical data show staying invested is the best course for investors.

How Do 401(k)s Work? Frequently Asked Questions 02/22/2024

I get a lot of questions about 401(k)s. Here is some basic information about how they work:

How Do 401(k)s Work? Frequently Asked Questions Have 401(k) questions? Get answers to the most frequently asked 401(k) questions to demystify the most common type of your workplace retirement plan.

11/10/2023

“Throughout the course of American history, courageous men and women have taken up arms to secure, defend, and maintain these core principles upon which our nation’s freedoms depend.” -George W. Bush

09/29/2023

Love wins over money, according to Americans we surveyed. And that’s just part of what we uncovered. http://bit.ly/47fb1oa

Congress Scrambling to Avoid Government Shutdown 09/26/2023

What happens during a Government shutdown?

Congress Scrambling to Avoid Government Shutdown Historically, government shutdowns have not caused a major reaction in the markets. But shutdowns can increase market volatility, and an extended shutdown could have an impact on the overall economy.

7 Good Ideas for New Investors 08/22/2023

There are many paths to take when it comes to making money. One of the best ones is to let your money work for you. Here’s a look at 7 ideas to get you started as a new investor. https://bit.ly/3E8Lgbw.

7 Good Ideas for New Investors There are many roads to financial well-being. Every person's path will be different, but those who enjoy uncommon success share some common ideas.

Should You Pay Off a Mortgage Before You Retire? 08/14/2023

Should your mortgage be another expense included in your financial plan after retirement? Let's look at the reasons why you might—or might not—decide to pay off a mortgage before you retire. https://bit.ly/45sX6ck

Should You Pay Off a Mortgage Before You Retire? Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.

08/10/2023

Every paycheck you may put aside money to ensure that you’re working toward your retirement goal, but do you know where your funds are actually going? We’re here to help solve some of the mystery around 401k’s.🔍https://bit.ly/3KApoJH

Can You Afford to Retire Early? 08/07/2023

With burnout being at the top of everyone’s minds, you may be asking if you can afford to retire early. Here are six steps you can use to figure out how your budget and savings would be affected if you wanted to retire earlier than anticipated.

Can You Afford to Retire Early? Here's how to figure out how your budget and savings would be affected if you had to retire earlier than anticipated.

Feasting, drinking and blowing things up: The history of US Independence Day 07/04/2023

Happy Independence Day!

Feasting, drinking and blowing things up: The history of US Independence Day Fireworks, barbeque, picnics are staples this time of year. But have you ever wondered how our favorite Fourth of July traditions got started?

Become a Better Money Manager 05/25/2023

Looking to make more conscious decisions about your money? Check out these guidelines to help get you started and stay engaged with your finances throughout the year ahead. 📅

Become a Better Money Manager Here's a calendar of financial tips and tasks for the year, including important deadlines and changes.

Will the U.S. Dollar Be Dethroned? 05/04/2023

The U.S. Dollar has been the world’s primary reserve currency for over 60 years. But lately there has been a lot of speculation around whether the U.S Dollar will be dethroned. For more on our view:

Will the U.S. Dollar Be Dethroned? There has been a long-term trend toward currency diversification in global financial transactions and trade, but we don't see the U.S. dollar losing its dominance any time soon.

Charles Schwab Ranks #1 in J.D. Power 2023 Full-Service Investor Satisfaction Study℠ 04/06/2023

We’re forever dedicated to being first in the hearts of our clients. We are deeply honored to rank #1 in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study and to rank highest in products and services and value for fees.

Charles Schwab Ranks #1 in J.D. Power 2023 Full-Service Investor Satisfaction Study℠ Charles Schwab has earned the highest ranking in overall customer satisfaction in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study, SM . With an index score of 752 on a 1,000-point scale, Schwab scored 25 points above the industry average in overall satisfaction. According to the st...

Why Schwab? Discover what we can do for your investments. 04/04/2023

If you’re not sure how to reach your financial goals, we can help you get started. Take a look at everything Schwab has to offer

Why Schwab? Discover what we can do for your investments. At Schwab, choose how you'd like to invest. Get low costs, a mix of investment products, a satisfaction guarantee, and a personal financial advisor when needed.

Walt Bettinger on financial stability 03/15/2023

In case you missed it, CEO Walt Bettinger recently appeared on CNBC's The Exchange to discuss market conditions and SVB.

Walt Bettinger on financial stability With a challenger heritage and a Main Street approach, these are the stories of our people, our culture, and our mission.

Charles Schwab and Girl Scouts of the USA Modernize Curriculum for Financial Literacy Badges 02/13/2023

Charles Schwab and Girl Scouts of the USA Modernize Curriculum for Financial Literacy Badges

Charles Schwab and Girl Scouts of the USA Modernize Curriculum for Financial Literacy Badges New Girl Scouts curriculum addresses gender bias, fosters economic empowerment, and aligns to current financial education best practices In time for Girl Scout Cookie season, Charles Schwab announced a partnership with Girl Scouts of the USA (GSUSA) to modernize and relaunch the Girl Scouts' financi...

Visit Pueblo, Colorado - Official Travel and Tourism 02/03/2023

I’ve tried 5 of these restaurants and need to check out the others.

Visit Pueblo, Colorado - Official Travel and Tourism Find out what to do, where to go, where to stay and what to eat in Pueblo. Download our Pueblo Visitors Guide and plan your Pueblo visit.

Old Fears Linger, New Fears Emerge for the Markets 01/25/2023

After a volatile 2022, investors may be wary about 2023. Kevin Gordon, Schwab's senior investment strategist, joins host Mike Townsend to discuss how the markets have been reacting to the Feds messages about inflation, interest rates, and the economy. https://bit.ly/3RaznHN

Old Fears Linger, New Fears Emerge for the Markets Last year's big concerns, inflation and rising rates, have carried over to 2023 and are joining declining earnings to challenge the markets. When will investors catch a break?

Should You Save for Retirement or Pay Off Student Loans? 01/16/2023

Younger investors have lots of competing goals including paying off debt (including student loans), investing for retirement, or even just building an emergency fund. Here is quick article to read that can help with prioritizing these goals. As always, let me know if you would like to talk about your situation.

Should You Save for Retirement or Pay Off Student Loans? Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.

Congress Passes Major Boost to Retirement Savings 01/12/2023

A lot of changes this year regarding retirement plans including a change to the required minimum distribution age, increases to catch-up contributions amounts, and more options to take early distributions without penalties.

Congress Passes Major Boost to Retirement Savings Among other provisions, the SECURE Act 2.0 will raise the age at which individuals must begin taking required minimum distributions (RMDs) from their retirement account to 73, beginning in January 2023.

01/01/2023

Wishing you a Happy and Prosperous New Year!

12/12/2022

We visited the Broadmoor this weekend to see their annual Gingerbread display- a Gingerbread Cadillac! Over 2,000 pounds of ingredients and over 300 hours of time were needed to prep and assemble it.
Head over to the Broadmoor to check this out along with their other holiday activities- https://bit.ly/3uH9IMH.

11/24/2022

Wishing you and your family a Happy Thanksgiving!

This Enchanting Riverwalk Light Display Is Coming To Colorado This Winter 11/22/2022

This is always a great event!

This Enchanting Riverwalk Light Display Is Coming To Colorado This Winter Enjoy a festive, fun, and free holiday event via the enchanting Pueblo Riverwalk Holiday Lights in Colorado.

11/11/2022

Happy Veterans Day to our military and their families, who sacrifice so much to keep our country safe and strong!

Haunted Places in Colorado Springs - Visit Colorado Springs 10/24/2022

Here are some great places to visit if you're into haunted locations:

Haunted Places in Colorado Springs - Visit Colorado Springs Searching for ghost towns and abandoned places in Colorado? Check out spots like Evergreen Cemetery in Colorado Springs, Manitou Springs, Cripple Creek, and Canon City.

Are You Ready to Buy Your First Home? 10/20/2022

There's more to timing your first home purchase than interest rates and prices. Carrie Schwab-Pomerantz offers some guidelines to consider no matter what the real-estate market is doing.

Are You Ready to Buy Your First Home? There's more to timing your first home purchase than interest rates and prices. Consider these guidelines.

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111 S Tejon Street Suite 109
Colorado Springs, CO
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