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Finance

Nov 14, 2019

There is no free lunch: The elimination of trading commissions

Commission-free trading is a positive development, but brokerage firms will still need to make money somehow to stay in business. Investors can save money by not keeping too much cash on the sidelines and negotiating the best margin rate possible.

Nov 13, 2019

Seniors and Financial Scams: It can happen to anyone

Financial exploitation refers to the misuse or misappropriation of an individual’s money or property. Anyone, regardless of income or level of wealth, can become a victim of this crime.

Nov 12, 2019

What can be learned from the implosion of WeWork's IPO

Given the weight of massive and continuously mounting evidence across all asset classes over extended time periods, seeking alpha in the financial markets is a strong form of optimism bias.

Oct 28, 2019

10 Tips for Landing Venture Capital at the Seed Stage

Even though Colorado has a vibrant economy for startups, one component of starting a business remains elusive in the middle of the country: raising venture capital. Here’s ten ways you can increase your shot at securing venture capital investments.

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Oct 28, 2019

Include These New Tax Laws in Your Year-End Business Review

While tax season might seem far away, the fourth quarter is an excellent time to revisit the tax law changes and make any final business decisions before the year is over.

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Oct 22, 2019

How Much Payment Automation is Right for You?

The choice of products you want to utilize boils down to how efficient you want to be and around what areas you want to build lasting strategies.

Oct 21, 2019

All in the Family: Passing Along Wealth to Future Generations

Over the coming decades, more than $30 trillion in assets will be transferred to Millennials and Generation X as the Baby Boomer generation, the largest and wealthiest generation this country has ever seen, passes their wealth on to their heirs.

Oct 21, 2019

2020 Is Here, But Is Your Money?

These three steps are not just a comfort; they present a quiet and powerful method for potentially improving your 2020 financial goals.

Oct 8, 2019

The Case for a 0% Allocation to Bonds in Retirement

Adding bonds to an equity portfolio lowers the portfolio’s volatility as well as its overall return, and these differentials correspond precisely to the differentials between bonds and equities in volatility and returns.

Oct 7, 2019

When It Comes to Retirement: Live Longer and Work Smarter

Retirement doesn't look like it used to. With longer life expectancy, more career options and unexpected events on the horizon, it's more important than ever to create a personalized retirement plan.

Sep 18, 2019

Battle of the Plastics: Credit Cards Versus Debit Cards

You may think it doesn’t matter what type of card you use, but there are significant advantages to using certain forms of payment depending on the situation.

Sep 9, 2019

How to Stop Stressing About Money

Being a good steward of financial gain in life requires a balance between giving, spending and saving all of which require the attribute of self-control for the greater good of all concerned.