by Barbara | Nov 12, 2018 | Financial Planning
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...
by CFM | Oct 24, 2018 | CFM Newsletter, Market Commentary
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...
by CFM | Aug 23, 2018 | CFM Highlights
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...
by Bekah Pickerell | Aug 15, 2018 | CFM Highlights, Events
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...
by Barbara | Jul 19, 2018 | Financial Planning
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...
by Barbara | Mar 1, 2018 | Financial Planning
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....
by CFM | Feb 14, 2018 | Market Commentary
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.
by CFM | Feb 7, 2018 | CFM 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...
by Barbara | Dec 12, 2017 | Financial 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...
by CFM | Sep 11, 2017 | CFM Newsletter
Fresh as the first pumpkin spice latte of the season, here’s our latest newsletter We dive into current market conditions, a new research tool for sustainable investing, and more.
