by CFM | Jan 10, 2023 | CFM Highlights, CFM Staff
Today we are pleased to announce a signed agreement to partner with Lido Advisors, LLC, expanding our client resources with a highly strategic partner. Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California,...
by CFM | Oct 5, 2021 | Investing
“I shall never use profanity except in discussing house rent and taxes.” – Mark Twain Well “*#$%”, how do I minimize my tax bill? Harvesting capital losses can be one solution to minimizing current year taxes. What is tax loss harvesting? This portfolio...
by CFM | Sep 19, 2020 | CFM Newsletter, Market Commentary
Our latest newsletter examines market valuations, the upcoming election, and the ongoing COVID-19 crisis.
by CFM | Apr 2, 2020 | Market Commentary
As the COVID-19 crisis continues, we are posting our collective commentaries in one mega-post. Coronavirus Memo #13 Coronavirus Memo #12 Coronavirus Memo #11 Coronavirus Memo #10 Coronavirus Memo #9 Coronavirus Memo #8 Coronavirus Memo #7 Coronavirus Memo #6...
by CFM | Jun 27, 2019 | CFM Highlights
Colorado Financial Management is pleased to announce it has been named to the 2019 edition of the “Financial Times 300 Top Registered Investment Advisers”. The list recognizes top independent RIA firms from across the U.S. and it is the fourth year in a...
