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Recent Articles from Bruce Hemmings
It's College Savings Day!
With graduation season upon us, many Colorado high school graduates are looking toward the next step in their lives – attending college. While most high school seniors have committed to a school of their choosing, parents are now faced with the challenge of paying for it.
Beyond wills
Estate planning can be a complex and emotional process. Ensuring that your family is secure and that the disposition of your will is carried out according to your wishes are […]
Rebalancing for the long run
Portfolio balancing may seem like a statistical exercise. But over the past 20 years, investors who made sure their portfolio allocations remained close to target could have fared better than […]
Top five strategies for tax-efficient investing
With higher top tax rates now in effect, it may be time to ask yourself: Are you doing everything possible to improve your portfolio’s bottom line through tax-efficient investing? Here […]
Five fireproof financial steps
The wildfire season is upon us. While many people prepare by putting together an evacuation plan and taking measures to protect their homes, the process of getting finances in order […]
Seven steps to achieve your retirement goals
In these days of market volatility and tax uncertainty, you need to make sure you’re doing all you can to make the most of your retirement savings. Here are seven […]
Top 10 investment ideas for 2013
Members of the Morgan Stanley Global Investment Committee (GIC) believe the “highly accommodative policy stance being pursued by the Federal Reserve, the European Central Bank (ECB) and other central banks […]
Shine a spotlight on your finances
A yearly financial review can be instrumental to your future financial success. Consider doing it at a point when you’ll have ample time to take any corrective action before year’s […]
Exit strategies for small-business clients
For successful entrepreneurs, the road into the business is often more clearly laid out than the route from involvement. However, a well-drawn roadmap for the endgame can be the difference […]
Do you know where your retirement savings are? Part Two
(Editor’s note: This is the second of two parts. Read the first part.) Knowing how rollovers work can help you make a decision about whether or not to consolidate. IRA-to-IRA […]
Do you know where your retirement savings are? Part One
A traditional IRA here, a rollover IRA there, four job changes (so far!) and three retirement plan account balances left in the plans of former employers… If this describes your […]
Great benefits key to building a great team
If you own a business, you understand the importance of attracting and retaining key employees. One of the most vital steps you can take to take care of those you […]
