Newsroom
When Life Doesn’t Go as Planned: Finding New Beginnings in the Unexpected
August 26th, 2025 | 4:00 PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management Life has a way of reminding us that we’re not in control of the timeline. You can plan, you can prepare, but often the timing doesn’t happen as...
Supporting a Parent Through Retirement
August 18th, 2025 | 4:00 PM MST Written By: Shyla Bassey | Wealth Management Advisor with Pearl Capital Management “You’ve only seen me work your whole life.” There was something about the way he said it, quiet, honest, almost surprised, that stopped me in my...
Are Men or Women Better at Saving Money? Here’s What the Data Says.
Men may have more in savings, but the gap isn’t necessarily about willpower. Who’s better at saving money: men or women? The answer isn’t just about who’s more disciplined with a budget. Research shows men tend to have more money set aside, but it’s not necessarily...
Navigating Divorce: A New Beginning
July 24th, 2025 | 1:30 PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management Divorce is often one of life’s most challenging experiences, bringing a wave of upheaval that can feel overwhelming. The legal, financial, and...
Financial Planning Around Seasons of Change
June 19th, 2025 | 2:00 PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management Not long ago, I helped my daughter repurpose a space in their home into a nursery. With their first child on the way, creating a peaceful nursery...
Not All Financial Advisors Are Created Equal: Why Only 12% Are Legally On Your Side
May 8th, 2025 | 3:30 PM MST Written By: Jenna Biancavilla | Senior Wealth Management Advisor with Pearl Capital Management 88% of financial advisors in the U.S. are tied to broker-dealers, insurance firms, or large banks that operate under a “suitability standard.”...
April is Financial Literacy Month… So Let’s Talk Money!
April 28th, 2025 | 1:00 PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management April is the perfect time to take a step back, reflect on your relationship with your money habits, and explore new ways to improve your financial...
The Tale of Two Wallets: The U.S. Wallet vs the Average American Wallet
March 20th, 2025 | 12:00 PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management The average American wallet juggles a complex financial picture, from managing debt to planning for the future. Meanwhile, the U.S. wallet...
Effective Tax Management – Now & In Retirement
January 27th, 2025 | 8:00 AM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management Do strategies for maximizing tax savings really exist? Effective tax management through financial planning is a crucial step to maximize your...
I Just Got Divorced. Now What?
December 17, 2024 | 1:49 PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management Divorce is by far one of the most intense, highly emotional transitions one can endure. Whether amicable or tumultuous, divorce signals the start...









