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Top 10 labor law compliance pitfalls
Employers, HR directors and payroll managers have a lot on their plate when it comes to compliance. It’s extremely difficult to stay up on all of the changes and details of a myriad of local, state, and federal employment compliance topics. While Wage and Hour investigations might not be as famil...
Where are all the Colorado PBCs?
Our hunch is that a portion of the lackluster response may stem from the inclusion of an ominous consideration by the Secretary of State’s office on PBC-related web pages. In short, when describing PBCs, the office raises the specter of having to register as charitable organization that solicits c...
Do you have an exit strategy?
You might think that your existing management team will buy your company when you are ready to leave. You may have even had this discussion with them and all sides think it is the likely path. But what if, when the time comes, the team can’t get the financing to go through with the purchase? Do...
The futurist: Countdown to the crash
The invasion of high-frequency trading machines is now forcing capitalism far away from anything either Adam Smith or the founders of the NYSE could possibly find virtuous. We’re not about to let robots compete in the Olympics, driverless cars race in the Indianapolis 500, or automated machines pl...
Answering the access to capital question
A $62 million Colorado Impact Fund – the state’s first private equity fund specifically designed to provide growth capital to entrepreneurs who drive both social and financial returns – has officially launched. The prospect of unifying these goals inspired co-founders Jim Kelley and Ryan Heckman,...
More on involving the kids in saving for college
College planning encompasses numerous details, including visiting institutions that a student may want to attend, applying for financial aid, obtaining transcripts and letters of recommendation and meeting deadlines. A high school student can take responsibility for making sure that important matt...
Saving for college
Most articles about college planning focus on advice for parents or other adults who expect to pay the cost for a younger person's education. But what about the beneficiary who plans to attend college? Although most young people don't have the assets for college savings that their elders do, being...
2014’s global economic expansion
I recently invited Doug Cote to Denver for a talk about the economy, where it may be headed and which sectors he believes are best positioned to potentially benefit from the current climate. Doug, Chief Market Strategist for Voya Investment Management, discussed his investment philosophy – focus o...
Four great ways to minimize risk
A big part of what I do as a financial advisor, is managing and minimizing risk for clients. When the market is going gangbusters, like 1998 and recently, everyone can do well in stocks. Financial pro or not. That’s only one part of investing. The critical part is NOT LOSING as much money as the m...
Volatility can lead to opportunity
Back in January, one of the themes that we talked about at Morgan Stanley was to expect volatility to pick up in 2014. The reason we thought that was because historically when the Fed has reversed course and begun tightening monetary policy, it’s been coincident with a pickup in volatility of the...
How to avoid four investment ogres
A long time ago, far, far away, lived a charming prince. This prince could do no wrong. He was awarded many tributes and much princely treasure. Many townsfolk believed and depended on his charm. One day his spell wore off and revealed, as if by magic: off-balance-sheet debt, false profits and rev...
London calling: Financing available
In Colorado, we are coming out of a recession in which our smaller, growth-oriented companies hunkered down, preserved capital and did what they could to stay alive. Now that the economy has bounced back, the need for growth capital at these companies is high. Private financing for such companies...
