LATEST FROM CFM
New and noteworthy updates from Colorado Financial Management.
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 row for...
CFM February 2019 Newsletter
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.
Market Outlook and Review – January 2019
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. Look for...
What Women Want From Their Financial Advisor
For the first time, women have surpassed men in controlling U.S. private wealth. According to a BMO study, women are expected to control $22 trillion of U.S. personal wealth by 2020. With the growing amount of financial assets held by women, our industry is increasing...
CFM October 2018 Newsletter
Our latest newsletter is available for your reading pleasure. Chief Investment Officer Brad Bickham, CFA, CFP® takes an in-depth look at the performance differential between U.S. and international equities over the last decade, plus additional history from our 30th...
CFM Makes FT Top 300 RIA List For 2018
Colorado Financial Management is pleased to announce it has been named to the 2018 edition of the "Financial Times 300 Top Registered Investment Advisers", marking three years in a row for CFM and four out of the last five. The list recognizes top independent RIA...
Cybersecurity & How to Reduce your Risk
We recently had the pleasure of hosting a specialized client event and presentation with Fidelity expert, Gary Rossi, on personal cybersecurity and what individuals can do to reduce their risk. Thanks to our relationship with Fidelity, we were able to offer a unique...
When You Must Go It Alone – Financial Independence And Divorce
I am very fortunate to be able to say that I am a happily married woman. Even so, I have had divorce on my mind lately because I recently obtained the Certified Financial Divorce Analyst (CDFA®) designation. Studying this curriculum has deepened my understanding of...
Important Legal Documents Every 18-Year-Old Should Have
Our firm recently hosted an evening seminar on long term care and estate planning. After having introduced the speaker, Anton Dworak J.D., LLM (Lyons Gaddis Kahn Hall Jeffers Dworak & Grant, PC) I was sitting in the audience casually listening to his presentation....
2018 All Client Investment Committee Meeting Presentation
Thanks to all our clients who were able to attend our annual Investment Committee Meeting breakfasts in Loveland and Boulder. By popular request, the presentation materials are now available for download.
CFM January 2018 Newsletter
Our newest newsletter is now ready for your reading pleasure. 2017 performance was strong in almost all asset classes, but will this continue into 2018? There are many striking similarities to 1999 as Brad notes. Congress passed tax reform and it impacts everyone. We...
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 management...