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Brace for rising interest rates in agribusiness
For farmers and producers planning their production and financial futures, there is no shortage of variables to consider in today’s market. First, weather patterns continue to confound producers on both […]
Five great financial tips for 30-somethings
Call it your emergency fund, your sleep-well-at-night money or your safety net, but you need it. At a bare minimum it should be over $10,000, and realistically it should be four to six months’ salary. (If you are self-employed, a contractor or otherwise have irregular income, you may consider bum...
Preparing for the unexpected
Plan all you want, but sometimes unlikely events occur that come as a complete surprise to upend your business. Many business owners have operational strategies to help manage uncertainty but too many don’t have similar strategies in place when it comes to an eventual exit plan.
Who’s afraid of health care?
We’ve just experienced the 18th U.S. government shutdown. The stock market reacted by whipsawing up and down hundreds of points. Yet the S&P 500 just had another record close. So it looks like the health care-induced shutdown wasn’t all bad for investors. What about past shutdowns? Did they help o...
Health Savings Accounts: What’s next?
(Editor’s note: This is the first of two parts.) Health savings accounts (HSAs) partnered with high-deductible health plans (HDHPs) continue to grow as a popular option for employers and employees […]
Personal planning for corporate directors
Our program at a recent meeting of the Colorado chapter of the National Association of Corporate Directors (NACD-Colorado) focused on issues that directly affect the lives and finances of independent […]
Don’t look back
For mergers and acquisitions professionals, fourth quarter 2012 might seem like a lifetime ago. That was when buyers and sellers of companies rushed to finalize deals before Jan. 1, 2013, […]
Bubbles, bubbles, everywhere
Some investment market, in some part of the world, is out of whack at some time or another. Take a look at these examples. CHINA REAL ESTATE BUBBLE If you […]
Connect generations with a legacy plan
Many of us want to talk to our children and grandchildren about our hopes for them after we’re gone but don’t know how to begin. It’s easier to begin the […]
Energizing your investments
The last few years of ups and downs, low rates and global realignments all complicate the question: Where do I put my money? Recently, I had the pleasure of hosting […]
Year-end tips to whip your finances into shape
Colorado was crowned the healthiest state in the country by Gallup. We do a great job of taking care of ourselves by managing diet and exercise. But what about our […]
Tax time talk for high earners
As we near the end of 2013, high-income taxpayers should note several changes to the Tax Code that will affect this year’s returns. A variety of strategies can be utilized […]
