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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.
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.
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.
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.
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.
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.
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.
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.
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.
Why Small Businesses are Turning Their Backs on Bank Loans
Traditional bank lending has been done the same way for some time. While banks have put a lot of time and effort into innovating customer experience for consumers, business banking is still quite cumbersome.
Pre-Funding Your Funeral Makes Good Business Sense
Giving thought to one’s own mortality is never an easy subject but planning for life’s end can ease many burdens for your family and loved ones. Fortunately, many cemeteries and funeral homes have taken an active role in helping people plan for their own funerals.
Summer is a Good Time to Review your 401k
It’s important to look at your total financial plan and what your goals are. If you don’t know how to do that, sit down with a financial advisor who can help you figure out your goals, look at your risk analysis and help create a plan that’s intended just for you.
