Investing

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

Tax Loss Harvesting

“I shall never use profanity except in discussing house rent and taxes.” – Mark Twain

Well “*#$%”, how do I minimize my tax bill? Harvesting capital losses can be one solution to minimizing current year taxes.READ MORE

Women Are Not Men

Women differ from men in their attitudes and expectations when it comes to money management and financial planning. Enough studies into these differences have been conducted for them to now be fully acknowledged, even by the predominantly male financial services industry. We dove deeper in to this topic to learn more about what those differences are and how advisors should take them into account to best service their female clients.READ MORE

What’s so Junk about Junk Bonds?

What are junk bonds? How do I analyze junk bonds? Should I invest in junk bonds? In this post I will explain these questions and tie it all together with a recent real world example.READ MORE

U.K. To Leave EU? Analysis of the Brexit Vote

This is the first major market event that has occurred since the merger of SBL and CFM at the beginning of the year.  We want all of our clients to know that we are focused on this, and working to ensure that we make correct and considered choices on your behalf.READ MORE

What Do Advisors And Beer Have In Common?

What comes to mind when you hear the following: “made locally with the finest ingredients by passionate people committed to the process and the product?” My first thought is, “a new craft brewery must be opening down the street,” but it also describes a major trend in the seemingly unrelated world of wealth management – the rise of Registered Investment Advisors (RIAs). If RIAs sounds like Wall Street jargon to you, think of them as “craft advisors.”
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