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.
Our newest newsletter is now ready for your reading pleasure. 2017 performance was strong in almost all asset classes, but will this continue into 2018? There are many striking similarities to 1999 as Brad notes. Congress passed tax reform and it impacts everyone. We also turn 30 this year!
“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
Fresh as the first pumpkin spice latte of the season, here’s our latest newsletter We dive into current market conditions, a new research tool for sustainable investing, and more.
