When to Shred Your Tax Records

Tax season is long behind us; but how long do you have to hold on to the actual files? If storing endless paperwork in your garage or guest room is driving you nuts, discover when you can safely dust it off and send it through a shredder.

Investor vs Total Return

Staying true to your long-term plan can be challenging during volatile markets. But as this Morningstar study shows, chasing returns can lead to unwanted expenses and confirmed losses — not an ideal way to plan for a secure financial future.


Make Your Donations Count

When it comes to charitable donations, you want to be sure that your money is being put to good use. Here are several smart recommendations to optimize your gifts to have the greatest possible impact.

Congratulations Mike!

Our Principal and Branch Manager, Mike Pugh, has achieved the designation of AIF®, Accredited Investment Fiduciary.  This designation is awarded to those who have successfully passed a strict test on the many policies and procedures involved with upholding a fiduciary standard of conduct within the financial services industry.  This achievement also reflects our team’s continued focus putting our client’s first.  Congratulations Mike!

We’re Growing!

Our team remains dedicated to continually offering excellent investment options and services to you.  A necessary and exciting enhancement is expanding the team!  Earlier this month, we introduced Mike Pugh, who will be focused on internal policy, procedure, compliance, and technology. Now, we would like to introduce Sarah Birkhaeuser, our first intern here at Pugh-Bellmar Financial. Please help us welcome her!

Sarah came to us as a referral from Keri Pugh, a connection the women made within their shared community.  Sarah’s role quickly expanded beyond our initial list of processing and data entry tasks, because of her strong attention to detail, self-driven nature, and fresh perspective.  With an unwavering interest in the many facets of the firm, she will be staying on to help us continue to provide the best possible service to our clients.  While much of her work is behind-the-scenes, discover her personal touches in upcoming marketing materials and on our website!

Sarah is a Junior at the University of Denver, majoring in International Political Economy and Spanish with a minor in Economics. When she’s not studying, she enjoys reading, traveling, and writing. She is the founding President of the University of Denver Book Club and tutors with South High School’s English as a Second Language program.  We are excited to have Sarah on our team, as both a reflection of our continued commitment to creating a welcoming and supportive environment for women and our desire to welcome the younger generations into the financial services world.

We hope that you will have the opportunity to meet Mike and/or Sarah, but know that you will soon get to experience the added value they bring to the team.  Thank you for your excitement and support as we move forward with these changes!


We’re Growing!

At Pugh-Bellmar Financial, our team remains dedicated to continually offering excellent investment options and services to you.  A necessary and exciting enhancement is expanding the team!  This month we will be posting introductions to our two newest members, Mike Pugh and Sarah Birkhaeuser. Join us in welcoming them to our team!

We would like to start by introducing Mike Pugh, focusing on internal policy, procedure, compliance, and technology.  This will allow Keri Pugh, who is also his wife, to more completely move into position as a dedicated investment advisor, a goal and passion of hers.
Mike is joining us with a rich history in financial services that has spanned over 16 years.  Throughout his career, he has worked to enhance sales and product platforms for several financial institutions.   He also spent time supporting financial services offices around the country, giving him a perspective on the many ways in which the independent firm model can be employed. He looks forward to streamlining systems and processes to address efficiency while also enhancing client interfaces with the practice.  When not working, Mike enjoys the outdoors, barbecue smoking and cooking, and spending time with his kids.  Mike is an alumnus of the University of Eastern Michigan with a degree in Finance.
We are excited to have Mike on our team to leverage his experience and knowledge of the financial services industry.

The Power of Grit

Is it possible to predict success? Former teacher and psychologist Angela Lee Duckworth explores the idea that talent and high IQ don’t necessarily result in successful outcomes. It’s students who show passion and stamina for working toward their long-term goals who seem to do better and tend to collectively understand that failure is never a permanent condition — a notable lesson for adults.