Market Outlook and Review – January 2019

We had some wild wintry weather on the morning of our annual market and economic overview at the Academy in Boulder this January. For our clients who couldn’t attend, we’re pleased to provide a recording of the presentation featuring Brad, Josh, and Dave.READ MORE

Cybersecurity & How to Reduce your Risk

We recently had the pleasure of hosting a specialized client event and presentation with Fidelity expert, Gary Rossi, on personal cybersecurity and what individuals can do to reduce their risk. Thanks to our relationship with Fidelity, we were able to offer a unique opportunity for clients and guests to learn about first hand experiences, professional expertise, risk mitigation and the importance of strategic planning.READ MORE

2015 Annual Client Appreciation Event



Our 2015 Annual Client Appreciation Event, honoring all clients of Colorado Financial Management, will include breakfast and refreshments provided by Ovations Catering at The Ranch Bar & Grill housed within the Budweiser Event Center.READ MORE