CFM Blog

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

 

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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

Retirement Calculator Colorado

Are you trying to determine when or if you can retire? Instead of plugging your data in to a one-size-fits-all online retirement calculator, wouldn’t you like to have a personalized retirement plan created just for you? Colorado Financial Management can create a customized retirement plan that fits your specific needs and your current situation.

To see if Colorado Financial Management can create a tailored comprehensive financial plan for you, please click here, then enter your information and submit it to us. Our advisors will review the information you submit to see if we can help you build a road-map to retirement success.READ MORE