News

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

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