Our first newsletter for 2019 is now available. CIO Brad Bickham recaps the market volatility from the fourth quarter and shares his insights for 2019. We also bid “happy trails” to Patty Meneley as she sets off for retirement.
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
Our latest newsletter is available for your reading pleasure. Chief Investment Officer Brad Bickham, CFA, CFP® takes an in-depth look at the performance differential between U.S. and international equities over the last decade, plus additional history from our 30th year in business.
Thanks to all our clients who were able to attend our annual Investment Committee Meeting breakfasts in Loveland and Boulder. By popular request, the presentation materials are now available for download.
What a night! Like many of you, I spent last night watching the developing story about our election. The final tally will reflect that more than 120 million Americans participated in an orderly election process, which produced a surprising Brexit-style statement about change of direction and leadership that we will be working to interpret for the next several weeks.READ MORE
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