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January is Financial Wellness Month
Successful money management will not only make you feel good about having your finances under control, it will also ensure both your short-term and long-term financial wellbeing.
Make 2018 Your Best Financial Year Yet
One thing that everyone can work toward in 2018 is organizing finances to make sure they are working for you.
Following the Bond Market's Yield Curve
There are times when the yield curve becomes inverted, which means you can get a higher interest rate or yield on a shorter-term bond than a longer-term bond.
3 Retirement Scenarios to Prepare For
The uncertainties that lie ahead in retirement – life span, health, market factors, unexpected expenses – make it important for married couples to have different income plans in place to cover various scenarios.
Five Tipping Points That Indicate Our Banking System is Doomed
We will still have banks for many years to come, but I have yet to come up with a compelling reason why we need the physical branches.
The Scary Truth About How Much Americans Have Saved for Retirement
By clarifying how you want to live out your retirement, you’ll have a better sense of how much you need to save.
October is Financial Planning Month: Evaluate Your Money Matters Now
A well-thought-out plan can help you define, articulate and take steps toward achieving your long-term financial goals.
Investors: Are you Ready When the Tide Goes Out?
As Alan Gotthardt, author of The Eternity Portfolio said, “Investing money is the process of committing resources in a strategic way to accomplish a specific objective.”
Make Positive Change With Your Investments
Social screening, shareholder advocacy, and community investing each provide a way for investors to express their values. Each channel has strengths and limitations.
Applying for a Business Loan? See Credit Score and More
While your credit score plays a crucial role in the strength of your loan application, it’s not the only factor lenders consider, and a less-than-stellar credit score won’t necessarily disqualify you from funding.
How to Cook a Frog and Build Wealth
While instant wealth is fun to think about, it is elusive. Wealth looks like it was created overnight when it was actually created through years of hard work.
Making a Wise Investment in the Wine Industry
Colorado's wine industry has been steadily growing for years; there are now 146 producers in the state. It is estimated that the contribution of the Colorado wine industry to our local economy is around $21.1 million from direct wine sales. Setting aside the pleasure many of us get from drinking it, should we consider investing [...]
