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 Brad | Sep 9, 2021 | Investing, Market Commentary
Dear Clients and Friends, As the great Yogi Berra said, “It’s like déjà vu all over again”. What this period reminds me of, I am afraid to say, is the late 1990s. There are many, many differences; and I do not believe we are in a similar bubble. But the parallel I see...
by Brad | Apr 5, 2021 | CFM Newsletter, Market Commentary
Dear Clients and Friends, Those are eye-popping numbers! It is worth pointing out that the 12 month returns are from the depths of the correction, but even the 5 year returns are above average. Let us try to explain the why behind the past numbers and provide a little...
by Brad | Jan 15, 2021 | CFM Newsletter, Market Commentary
Dear Clients and Friends, It is impossible to write a newsletter today without any reference to the political landscape we have lived through over the last few months, but I am going to attempt to keep comments within the guardrails of the economy and their effect on...
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...
by CFM | Feb 20, 2019 | CFM Newsletter, CFM Staff, Market Commentary
Our first newsletter for 2019 is now available. CIO Brad Bickham recaps the market volatility from the fourth quarter and shares his insights for 2019. We also bid “happy trails” to Patty Meneley as she sets off for retirement.
by CFM | Feb 6, 2019 | Events, Investing, Market Commentary
We had some wild wintry weather on the morning of our annual market and economic overview at the Academy in Boulder this January. For our clients who couldn’t attend, we’re pleased to provide a recording of the presentation featuring Brad, Josh, and Dave....
