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Half Full or Half Empty? Denver Business Owners Split on Optimism
With concerns around inflation and the beginning stages of a recession, a new survey of small and mid-sized business owners conducted by PNC reveals about half are optimistic about the […]
Guest Column: UMB Bank — How to Select a Fiduciary
One of the most important decisions you can make when completing your estate plan is naming the fiduciary or fiduciaries who will execute your wishes and manage your assets after […]
Q&A — Michael Walters Talks Future of Business Banking with KeyBank
ColoradoBiz caught up recently with Michael Walters, who in September was named Keybank’s head of business banking across a 15-state footprint. Walters, who was named a ColoradoBiz Top 25 Young […]
How to Know When It’s Time to Switch Banks
Whether it’s a major life change, a shift in your financial goals, a move across country or something else, switching banks can oftentimes be a necessary occurrence throughout a person’s […]
Mapping Out Financial Success with Retirement Planning
Planning your retirement can be overwhelming, but it is also one of the most important things you can do for yourself. You may think that this happens later in your […]
Top Company 2022: Financial Services
The outpouring of applications for this year’s Top Company awards is a testament to the resilience and adaptability of enterprises that do business in the state. Applications for the 35th […]
What Does a Recession Mean for Your Finances?
For some advisors, two negative quarters of Gross Domestic Product means we are in a recession. Other advisors are waiting for the National Bureau of Economic Research (NBER) to officially […]
Happy 401(k) Day!
In response to the 940,000 Colorado private-sector workers that lack access to an employer-sponsored retirement savings plan, the Colorado SecureSavings Program will allow those who need it the most to […]
Denver Ranks 10th in Fastest-Growing Startup Cities List
Venture capital firms have tightened their purse strings this year as inflation rises and fears of a recession loom large. U.S. companies received $58.7 billion in funding in the second […]
The Importance of Filling Our Community Pipelines with a Financially Literate Workforce
It’s back-to-school season. In the days ahead, tens of thousands of young people across our community will be headed back to classrooms, study halls, activity rooms, gyms, and sports fields […]
Bear Market Rally or New Bull Market?
Investment returns, as of June 30th, 2022, marked the worst start for both the stock and bond markets in 50 years. Inflation, rising interest rates, negative GDP growth, de-globalization, political […]
Choose Your Own Adventure: What’s Your Investment Path?
An investment strategy should be part of your overall financial plan. This will look different for everyone depending on how much you want to invest, how long you have to […]
