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How to find values in a bull market
The consensus is that the U.S. market is over-valued and ready for a drop. I agree with half of that. The market is fairly valued and even under-valued when you consider forward earnings into 2015 and beyond.
Personal finance lessons from
In episode 5 of season 5, which aired recently, Mrs. Patmore, the head cook from downstairs, just inherited 300 pounds from her deceased aunt. That might not sound like much today, but it was worth a lot more in 1924.
Denver energy investors' outlook
Although the adage is that money makes the world go around, the same could be said for energy. At least that’s according to recent findings from the Morgan Stanley Investor Pulse Poll of approximately 300 affluent Denver area investors ages 25 to 75 with $100,000 or more in investable household financial assets.
Four more great ways to minimize risk
Risk is especially abundant in the investing world. Thankfully, there’s usually a way to hedge, or protect, against these dangers.
Boost employee finances, boost your bottom line
Employers have long realized that improving their employee’s physical health with the help of wellness programs can improve productivity and even help the company’s bottom line.
Six key business tax issues for 2015
In the upcoming year, it will be critical for business executives here in Denver and Colorado to stay informed on a number of tax issues in the U.S. and abroad that could affect company operations and, potentially, corporate reputations in 2015.
Navigating investing's four quadrants
Bull markets are full of temptation. The first thing most people think of is to get rid of their advisor: “Why should I pay this chump 1% of my assets when I can just invest in an affordable index fund?”
Pot banking: What are they smoking?
What do you think about a bank focusing just on one industry? Is this a good idea or a recipe for disaster? If you were in this industry, would you put your money in a bank catering specifically to your industry?
Going global? Consider ADRs
There’s a whole big world of investing opportunities out there, yet many investors have shied away from international markets, concerned about the costs, complexity and potential risks. You may be able to minimize risks and gain a convenient avenue to deal in foreign markets is with American Depositary Receipts, or ADRs. An ADR is a […]
New year, new life?
The new year can mean new lives for many couples. Divorce filings usually increase by one-third in January, according to the American Academy of Matrimonial Lawyers. The spike, say divorce attorneys, is due to couples avoiding filing during the holidays. Besides taking an emotional toll, divorce can also create financial challenges – particularly for women. […]
Is China headed for a knockout?
Long-term, I am definitely a China “bull.” It’s currently behind only the U.S. in size of economy; it’s the biggest market for many consumer items like cars and the biggest importer and exporter of many other goods and commodities. In short, China is a powerhouse that should keep growing into the...
Unique challenges for women investors
Due to a number of gender-based challenges, women may be playing catch-up when it comes to investing for retirement and other long-term financial goals. Women continue to represent a growing share of household income. More than one-third of married women earn more than their husbands and 40 percen...
