Wealth Management News and Updates | Blog | Colorado Financial Management

08/15/2018

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

07/19/2018

When You Must Go It Alone – Financial Independence And Divorce

I am very fortunate to be able to say that I am a happily married woman. Even so, I have had divorce on my mind lately because I recently obtained the Certified Financial Divorce Analyst (CDFA®) designation. Studying this curriculum has deepened my understanding of the divorce process in general. More specifically, it has given me a deeper knowledge of the short-term and long-term consequences of asset split decisions during divorce.READ MORE

03/01/2018

Important Legal Documents Every 18-Year-Old Should Have

Our firm recently hosted an evening seminar on long term care and estate planning. After having introduced the speaker, Anton Dworak J.D., LLM (Lyons Gaddis Kahn Hall Jeffers Dworak & Grant, PC) I was sitting in the audience casually listening to his presentation. I expected to only hear familiar facts. I am, after all, a financial planner! Figure my embarrassment READ MORE

02/14/2018

2018 All Client Investment Committee Meeting Presentation

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.