LATEST FROM CFM
New and noteworthy updates from Colorado Financial Management.
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...
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...
CFM Spring 2021 Newsletter
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...
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...