Tax Loss Harvesting

Tax Loss Harvesting

“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...
Coronavirus Commentaries

Coronavirus Commentaries

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...
CFM On FT Top 300 RIA List Again

CFM On FT Top 300 RIA List Again

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...