CFM Blog


The inglorious exit of Bill Gross from PIMCO, the firm he founded and built into the largest bond management firm in the world, prompts reflection. Gross is almost twenty years my senior, but like him I began my career in a different era. It was the summer of 1982READ MORE

Financial Times Top 300 RIAs

Financial Times’ Top 300 RIAs

Sargent Bickham Lagudis has been selected in the inaugural Financial Times’ ranking of the Top 300 Registered Investment Advisers.  The full list of recognized advisers is available in the June 26 edition of the FT, as well as at


New Boulder Office

On Monday, June 16th we hosted an Open House event at our beautiful new Boulder office at 4840 Pearl East Circle.

We were thrilled to welcome over 100 clients, partners, and friends for a social evening and a tour of our new space.READ MORE

Can I open a 401(k) for myself? It’s a possibility with an Individual 401(k).

Individual 401(k) plans are also known as a One-Participant 401(k), Solo 401(k), Spousal 401(k), Small Business 401(k), Solo-k, Self-Employed 401(k), or Uni-k. An individual who is self-employed has the ability to open a 401(k) plan along with a spouse who works for the business. This plan is only available for one person companies along with their spouse. If you have more employees than yourself or yourself plus your spouse, this plan is not for you.READ MORE