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Give the gift of stock
The idea of giving stocks to children and teens this holiday season is an attractive option for some parents and grandparents. Gifting stock is an enduring way to pass on what we have learned about managing and preserving wealth to the next generation. It can teach them a lesson about the markets...
Shine a year-end spotlight on your finances
A year-end financial review can be instrumental to your future financial success. However, you may not want to wait until the end of the year to review your financial affairs. Consider doing it during the fall so you'll have ample time to take any corrective action before year's end. Here's a quic...
Gift that keeps on giving:
Custodial accounts have been around for years and are used to hold and protect assets until a child reaches the age of 21 in Colorado (this age is different in each state). Although there are other options to help the kids financially, such as starting a 529 account for college, opening a 401(k) o...
Where the trillionaires will be
(Editor’s note: This is the second of two parts. Read Part I.) Future industries will be able to leverage tomorrow’s technologies far faster than anything today. They will have the […]
The futurist: The rise of the trillionaires
The most powerful entity in the world 100 years from now may very well be a band of trillionaires. With their level of influence, the trillionaires may very well determine the clout, power, and status of nations as well as the standing of other groups. So where will these trillionaires come from?...
Only billionaires need apply
Five Colorado billionaires cracked this year’s Forbes 400 list of richest Americans, led again by Charlie Ergen. The DISH Network chairman and founder’s estimated net worth of $17.2 billion placed him 26th in the ranking. Other Coloradans on the list, released in advance of Forbes’ October issue:...
Help avoid litigation with an ethical will
Although many people may not have heard of it, the ethical will has been around since ancient times and is an important tool for estate planners, clients and litigators to be aware of. Ehical wills began as an oral tradition and as a way to share and pass on a person’s values, life lessons, tradit...
Top four ways to add value to your business
Think about some of the famous brands you see every day. Everyone recognizes these brands, and expect a certain experience whether walking into a store selling that brand at the airport on the other side of the country, or a store down the street.
Top 10 things to do before a divorce
1. Do think really carefully before you start the process. The decision will have a long term impact on your life and those around you. Never threaten to divorce until […]
Beat the exit bubble!
The majority of business owners are planning on the proceeds from the sale of their business to fund their retirement. However, the 2013 State of Owner Readiness Survey revealed that over 80 percent of business owners have no formal transition plan. Historically, only 25 percent of businesses up f...
What’s old is new again
Every day, I’m reading about a new thing in the startup world. Big corporations are splitting in two or spinning off divisions that are being funded by VC firms. The amount of VC investment each quarter is growing, with us now in the $10 billion / quarter zone, rather than the $10 billion a year z...
The Denver Investor Pulse Poll
Morgan Stanley recently released findings from the “Morgan Stanley Investor Pulse Poll” of 1,008 U.S. high net worth (HNW) investors age 25 to 75 with $100,000 or more in investable […]
