Tag

holidays Archives - Sharkey, Howes & Javer

Holiday Spending Hangover

By | Holidays | No Comments

Many people may experience a spiked eggnog hangover during the holiday season, but do you also find yourself with a spending hangover? That nagging feeling that you may have spent too much on gifts for your loved ones but you aren’t really sure how much you should have spent?

According to a recent survey by T. Rowe Price, you are not alone. Of the participants surveyed, 64% “spent more over the holidays than [they] should have”. And women are not the only ones doing the holiday shopping. “Men are more likely than women to try to get everything on their kids’ lists (60% vs. 45%).” The holiday spending hangover is increasing as well. Of the participants surveyed, 69% spent the same amount, a little bit more, or a lot more than last year.

Read More

Taking a Moment to Reflect on What We Are Grateful For

By | Holidays, SH&J Blog, SH&J Team | No Comments

As Thanksgiving approaches we like to take a moment to reflect on all of the things we have to be grateful for. When we asked the team what they are grateful for, Joel’s response encapsulated how all of us at SH&J feel, “I am grateful for clients who trust us to manage their portfolios.”

From all of us, thank you for your trust in us. We are so grateful for you!

Read More

Happy Fourth of July from Sharkey, Howes & Javer

By | Holidays, SH&J Blog | No Comments

SH&J Wishes America a Happy 240th Birthday

The team at Sharkey, Howes and Javer wish you a happy Fourth of July. We hope you enjoy the ball games, cook-outs and fireworks often associated with celebrating our independence. Please, take a moment to remember those who have fought for our country and the freedoms we enjoy.

In observance of the holiday, our office will be closed on Monday, July 4th. We will reopen for normal business hours on Tuesday, July 5th.

Read More

Presidents Day: Fascinating Facts About 10 Past Presidents

By | Holidays, SH&J Blog | No Comments

For many, Presidents Day is simply a three-day-weekend. For others it is another day at the office. Presidents Day was first known as “Washington’s Birthday” and was established in 1885 in recognition of George Washington’s birthday. After the 1971 Uniform Monday Holiday Act, the day became commonly known as Presidents day. (source)

Join us today in learning a few facts about some of our former presidents:

George Washington (1st President 1789-1797)

George Washington’s estate was worth about $780,000 when he died which was about 0.19% of the nation’s GDP at that time. In 2014, his estate would have been worth about $34 billion in today’s dollars. (source)

Read More

2015 in Review: The Best of the Blog

By | Holidays, SH&J Blog | No Comments

Reminder: SH&J is closed at 12:00 p.m. on December 31 and all day on January 1 to allow our team to celebrate the New Year.

It’s hard to believe the year is nearly over and 2016 is about to begin. We have been steadily blogging and thought it would be fun to end the year by sharing our most popular blog posts and series. Feel free to share your favorites as well as what you’d like to see on our blog in 2016 in the comments below.

10. 2015 Medical Advocacy Event

As healthcare continues to change, having a partner to advocate for your care and the care of your loved ones is more important than ever. If you were unable to attend our event in the Spring, we highly recommend watching the video. Watch Now>

9. 10 Ways to Show Your Money Some Love

Although it was written around Valentine’s Day, the tips apply all year long. From saving to looking for tax free options, this post is well worth a second look. Read Now> 

Read More

Seasons Greetings and Happy New Year from Sharkey, Howes and Javer

By | Holidays, SH&J Blog | No Comments

All of us at Sharkey, Howes and Javer wish you peace, joy and prosperity throughout the coming year. Thank you for your continued trust. We look forward to working with you in 2016 and the years to come.

Please note our holiday schedule:

Thursday, December 24: 8:30 a.m. – 12 p.m.
Friday, December 25: Closed
Thursday, December 31: 8:30 a.m. – 12 p.m.
Friday, January 1: Closed

Read More

Happy Thanksgiving from Sharkey, Howes and Javer

By | Holidays, SH&J Blog | No Comments

At Thanksgiving we take time to reflect on how thankful we are for you — our clients. We hope you have a wonderful Thanksgiving surrounded by loved ones. We will be closed on Thursday, November 26th and Friday, November 27th to allow our team to celebrate the holiday.


In the spirit of the season, enjoy this excerpt from the poem “The Pumpkin” by John Greenleaf Whittier. Read the full poem here 




Ah! on Thanksgiving day, when from East and from West,

From North and from South comes the pilgrim and guest;

When the gray-haired New Englander sees round his board

The old broken links of affection restored,

When the care-wearied man seeks his mother once more,

And the worn matron smiles where the girl smiled before,

What moistens the lip and what brightens the eye?

What calls back the past, like the rich Pumpkin pie?

 

Happy Thanksgiving!

A Special Gift for a Special Client

By | SH&J Blog, SH&J News | No Comments

A Special Gift for a Special Client | Sharkey, Howes & Javer | Denver Financial and Retirement Planning

Not too long ago, one of our clients became extremely ill. At that time we sent her some unique chocolates from a local Chocolate company called Wild Women Truffles. We remembered this particular client enjoyed the chocolates very much, so a few days ago, when we were notified the client had become terminally ill, we called up Wild Women Truffles.

While this company is known for its catering at special events and can also be found at a variety of retailers, Wild Women Truffles doesn’t usually deliver chocolates to individuals. Yet, when we explained the situation of our client to them they made a special exception and, instead of accepting payment from us, offered the chocolate as a gift.

It is gestures like this that really touch us. Thank you to the staff at Wild Women Truffles for partnering with us to help make a difference.

Memorial Day: A Day of Remembrance

By | Holidays, SH&J Blog | No Comments

Living in the home of the free and the brave is often an overlooked privilege. On Memorial Day we will be closed to honor all those who have served to give us the great privilege of freedom. We will reopen on Tuesday, May 26th.

To all of you who have served in the armed forces, we sincerely thank you for your service.

To those who have lost a family member while in the line of duty, we are so very grateful for their service and sacrifice.

Please take a moment of remembrance as you listen to our National Anthem.