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Other people's pensions can threaten your retirement
Although public pension funding sounds like an obscure issue, it directly affects how we are investing client portfolios today. Historically, we have invested a portion of clients' taxable portfolios in municipal bonds.
Protecting a legacy
According to the U.S. Dept. of Labor, the average age of farmers and ranchers is 55.9 years, putting them among America’s oldest workers. The impending retirement within this demographic leads the way for a new generation of agriculture professionals to take over.
Is your portfolio risky business?
You wear many hats…perhaps you are an employee, parent, sports enthusiast, traveler, author, creative genius. You likely are an investor as well. That part of your life, though, has a unique characteristic: unlike with many of the hats you wear, taking risks is a necessary part of the endeavor.
Portfolio rebalancing
As we are nearing the halfway point of 2015, we have been in the process of rebalancing many of our client portfolios.
How to protect your portfolio
We must remain watchful over the ever-present market risk we face as investors as heightened political instability may require adjustments to portfolio asset allocations.
It's College Savings Day!
With graduation season upon us, many Colorado high school graduates are looking toward the next step in their lives – attending college. While most high school seniors have committed to a school of their choosing, parents are now faced with the challenge of paying for it.
Sports Biz: CSU stadium investment a sensible risk
Colorado State University is making the smart choice to build a new on-campus football stadium. It’s an investment in the future with the potential to help improve the football program and the school for decades to come.
Employee-owned companies and equipment
For an existing ESOP company that enjoys those tax benefits, the decision on how to finance on-going capital expenditures, including equipment purchases, should be considered carefully.
Personal finance tips for moms
As celebration preparations are underway for Mother’s day, it is important to take some time to assess your personal financial knowledge as it is the key to establishing (or achieving) a secure future for your family.
Why we say no in 60 seconds
Based on our current deal flow dynamics, if we had unlimited time, unlimited capital, and unlimited partner resources, there are at least 100 companies each year that we would invest in. This 100 number is not “deal flow” – this is actually investments that we’d make.
Long live equity crowdfunding…
Ever curl up by the fire in your favorite pajamas with a good book on securities law? Though quaint at first, the dense 1930s legalese gets old fast in any attempt to comprehend the statutes that stifle entrepreneurs to this day.
A tale of two investment strategies
In today's investment world, there is a great debate among money managers about the best approach for investors looking to live off their money.
