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

What Women Want From Their Financial Advisor

For the first time, women have surpassed men in controlling U.S. private wealth. According to a BMO study, women are expected to control $22 trillion of U.S. personal wealth by 2020.

With the growing amount of financial assets held by women, our industry is increasing the number of women-specific advisory firms and platforms. But do women really want women-only approaches?READ MORE

CFM Makes FT Top 300 RIA List For 2018

Colorado Financial Management is pleased to announce it has been named to the 2018 edition of the “Financial Times 300 Top Registered Investment Advisers”, marking three years in a row for CFM and four out of the last five. The list recognizes top independent RIA firms from across the U.S.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