CFM Blog

Shiller says…

I recently attended the Institutional Investor RIA East Conference. At the event, RIAs discuss and debate topics relevant to firms just like Sargent Bickham Lagudis. It is valuable networking, and the speakers are generally quite germane to the work we do here. These conferences are held about every six months on each coast, and I have been named to the advisory board for RIA West in October.
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Top 10 Financial Steps For New College Graduates

May in a college town. It’s that time of year when seniors’ thoughts go from studying and finals to graduation and what life will look like as college graduates. Perhaps you have a great job lined up already or you are prolonging your time in academia with a stint in grad school. Maybe you’re still job hunting and polishing your resume, or going on a celebratory adventure. Whatever life post-college entails for you (or your kids for the parents reading this), here are ten proven steps to take once you enter the real world.READ MORE

Financial stress index

First Quarter 2013 Investment Review

Dear Clients and Friends,

The first quarter was very strong for equity markets. The S&P 500 was up 10.6% with smaller companies up even more. International equities lagged, gaining only 5% for the developed markets and emerging markets falling 1.6%. Bonds were down slightly and gold lost almost 5%, so itcould be described as a “risk on” quarter.

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Top 5 Recession Indicators

In this post we will review the top 5 best recession indicators available to us.

One of the many things we do at Colorado Financial Management is regularly review the macroeconomic situation. Each week our Investment Committee reviews all of the data that has been released that is relevant to informing our investment thesis. We incorporate this data into our portfolio positioning and tactical asset allocation decisions.

U.S. GDP growth has improved in recent quarters, and there is some consensus on Wall Street that growth may be as high as 2.5% in 2013.READ MORE

SBL ski day

SBL on the Slopes!

On March 22, 2013, the Sargent Bickham Lagudis team hit the slopes! Everyone was promised a day of fun at Eldora, a local ski resort, and all in attendance will confirm that it was a success. Anne, Lieschen, Jordan, Viki, Chris, Brad, Kreighton, Meagan, Lindsay, Steve, Austin, Trace and Patty braved the warm temperatures in the morning, which later turned into a snowstorm; we love our unpredictable Colorado weather!

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SBL website on Apple II

SBL Launches New Website

Sargent Bickham Lagudis is proud to announce the launch of our new website: www.sblfinancial.com! We hope you enjoy the new layout, improved content (including this new blog), and mobile-friendly design. For the best browsing experience, we recommend Chrome, Firefox, Safari, or IE 9+.

Stay tuned for more blog posts and improved social media integration in the near future. We’re excited to see how things develop.