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...
Tips for Year-End Planning

Tips for Year-End Planning

The end of 2017 is in sight. But there still is time to make some adjustments to your finances and get ready to start 2018 strong. Here are a few tips to consider: Retirement saving: If you are enrolled in a 401(k) or other retirement plan at work, check how much you...