LATEST FROM CFM
New and noteworthy updates from Colorado Financial Management.
CFM Winter 2021 Newsletter
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...
CFM Fall 2020 Newsletter
Our latest newsletter examines market valuations, the upcoming election, and the ongoing COVID-19 crisis.
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
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....