LATEST FROM CFM

New and noteworthy updates from Colorado Financial Management. 

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 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...

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 row for...

Market Outlook and Review – January 2019

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

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 Makes FT Top 300 RIA List For 2018

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...

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