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Lessons from America’s most admired investor: Warren Buffett
Take note of Warren Buffett's lessons: Beating the market consistently over long time periods is possible, but also exceedingly difficult and therefore improbable.
The top 5 pieces of financial advice for millennials
Whether you are a millennial, a parent or employer of millennials, stay tuned for few important details on the generation’s mindset about finances and some simple tips for money management.
Latest CBRE Research shows Denver tops the list of metros worthy of investment
Denver moved up in the rankings in this year’s CBRE Americas Investor Intentions Survey – from the No. 9 to No. 8 slot on the list of best metros for investment.
Coloradans fear a rocky road to retirement
A study by the National Institute on Retirement Security reveals collective fear of life after work.
Just got engaged? Here's what you need to know about combining finances
Many couples will talk freely about a range of subjects but shut down when it comes to discussing money. Like any other issue in a relationship, it is important to talk openly and honestly.
The stock market hits 20,000: What happens now?
The Dow Jones Industrial Average broke 20,000 last month for the first time in a post-election rally. However, it was short lived lasting only three days before falling below. So what does this milestone mean?
Now is a good time to review your retirement plan
For those who have an employer-sponsored retirement plan, the beginning of the year is always a good time to look at the market and check in on your plan.
You need to ask these three questions about your financial future
Protecting and preserving your assets carries as much weight on a successful outcome as focusing purely on the highest returning investment portfolio. I ask my emerging affluent business owners these key questions.
Changing the world one investment at a time
Investing in something you’re passionate about doesn’t have to be solely a philanthropic act. The practice of making good while doing good has become more widely recognized and easier to implement.
Planning for the future with a goals-based retirement
Rather than focusing solely on risk tolerance and performance measurement when managing your retirement assets, consider a goals-based wealth management plan approach.
A closer look at holiday spending
Now that Christmas has passed, retailers may see an influx of shoppers as many may begin taking advantage of post-holiday sales or exchange gifts for items that better suit their needs.
How to live off your money in a low-return world
Retired investors are facing some difficult choices in the financial markets these days. If you are retired, you know you need to take distributions month after month regardless of what’s happening on Wall Street. So what’s a retired investor to do?
