CFM Blog

Charitable Giving – Why Do People Give?

Colorado Gives Day is on December 8th this year and we work closely with a number of local nonprofits as an investment advisor, as board members, and as volunteers. Our clients also ask us about charitable giving every year as the holidays approach. It’s only natural to launch a series of posts over the coming weeks to cover key topics for individual philanthropy. There is a treasure trove of information available online these days, but we hope this series serves as a useful starting point.

For today’s post — why do people give?READ MORE

SBL Volunteer Day

The SBL team recently volunteered with Flatirons Habit for Humanity to help rebuild one of the Jamestown homes lost in the 2013 flood.  While it has been almost two years since the flood, the town is still recovering and we were glad to lend a hand.READ MORE

2015 Annual Client Appreciation Event

 

dr-jack-client-appreciation

Our 2015 Annual Client Appreciation Event, honoring all clients of Colorado Financial Management, will include breakfast and refreshments provided by Ovations Catering at The Ranch Bar & Grill housed within the Budweiser Event Center.READ MORE

The case for a global perspective

In the following white paper provided by Charles Schwab, the case for a global perspective is addressed by incorporating a worldwide investment approach in an increasingly globally diversified market. Schwab compares the stocks of the MSCI All Country World Index (ACWI) to the diversity of the Masters championship golf tournament.

“We believe a global perspective that incorporates portfolio allocations to U.S. and international stock markets along with global benchmarks for performance are vital to successful long-term investing.”

Read their full report here:

Schwab White Paper Global Investing 07-28-15