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
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
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!