CFM Blog

Does Your Money Manager Have a CFA Charter?

What does “CFA” stand for? How do you get it?

CFA stands for Chartered Financial Analyst and is a prestigious financial designation. According to The Economist, “The Chartered Financial Analyst (CFA) qualification is roughly equivalent to a specialized postgraduate finance degree, including a mixture of economics, ethics, law and accountancy.”READ MORE

Charitable Giving – Colorado Gives Day

Today is Colorado Gives Day, an initiative put on by the Community First Foundation every year to help benefit participating Colorado nonprofits (over 1,800 at last count).

A $1,000,000 incentive fund helps boost every donation and the event drives lots of extra publicity for nonprofits all over the state. The free nonprofit database is also a great research tool when looking into Colorado charities.

We are proud to contribute as a firm during the state’s largest single-day giving initiative and hope you find a way to do so as well.

Are Charities Wasting Your Donations?

So far in our series, we have looked at why people give and how to optimize your giving through various charitable vehicles. Next, we’ll tackle a thorny topic: are charities wasting your donations?

Even though high net worth Americans trust nonprofits more than three times as much as Congress to solve domestic and world problems, you should still exercise prudent care when selecting charities.READ MORE

From Client to Planner

A few years ago my husband and I decided that we needed help putting our financial future on track, in spite of a PhD (his) and an MBA (mine). I studied the many flavors of financial advisors and concluded that a fee-only advisor with a Certified Financial Planner® (CFP®) designation would be the only way to go. Why?READ MORE