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A winning retirement strategy
I recently invited Rob Krohn of BlackRock Asset Management to come to Denver and provide a presentation on social security retirement benefits. He did an excellent job outlining the options […]
Give away your tax bill
With the market up dramatically in 2013 and the possibility of a coming correction, many investors would like to lower their equity exposure but do not wish to pay the new higher taxes. Here are three ways that higher earners can “give away” some of their tax bill.
The ins and out of index investing
Index investing is relatively simple – certainly much simpler than pouring over meaningless track records, performance statistics and manager biographies of actively managed mutual funds in an attempt to beat […]
Five great tips to fund college
It’s no secret that college tuition prices have steadily risen over the past few years. According to the College Board, over the last 20 years, the actual price of a […]
The truth about annuities
Annuities have earned a somewhat-seedy reputation throughout their history. They’ve been abused for years by dishonest stockbrokers, insurance agents and bank representatives without regard to client suitability. An annuity is similar to either a mutual fund or a CD combined with a retirement plan...
The fractional CFO
A CFO is a key business partner and financial strategist for the CEO. They can develop financial strategies, sales pricing and operations, negotiate contracts and otherwise maintain the company compliance functions. The fractional CFO does all of this, too – but only as much as a client wants or...
Hitting the jackpot
While we can all buy tickets to a lottery and hope to beat the long odds, what is more certain is copying how billionaires invest. We may not create a billion-dollar brand or portfolio but we can learn from their approach. When you dig deep into the ways of billionaires, you’ll find that they may...
Finding money in unexpected places
The economy might be in a recovery mode, but small business lending still hasn’t returned to pre-recession levels. Last year, the Federal Reserve Bank of New York reported that the […]
Who needs estate planning?
Estate planning is a difficult task, requiring us to recognize our mortality. However, much heartache and grief can be caused when this planning is ignored. Estate planning is not only for the very old and should be done by anyone over age 17. Begin your estate planning now so that you or your f...
The index and the benchmarks
(Editor’s note: This is the second of two parts. Read Part 1.) Here are many of the investment world’s most prominent and widely followed benchmarks (and keep in mind that […]
All about the index
(Editor’s note: This is the first of two parts.) Whether you are using market indexes as benchmarks to track the potential performance and risk of a given investment or you […]
Legalized marijuana and the real estate finance dilemma
Colorado’s legalization of the sale and use of medical and recreational marijuana is creating more complexity in an already stressed banking community. This now flourishing industry is sorely in need of banking services and is willing to pay well for space to lease or own. But while the Colorado...
