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Voting with dollars
“The cult of equity is dying,” the famous and controversy-loving Bill Gross recently wrote. The bond manager is the undisputed “bond king,” with his company managing $1.82 trillion dollars. In bonds. Not stocks. Despite his obvious bias against stocks, he’s gone on the record with his theory of “the New Normal.” This new environment, according […]
Unleashing the power of financial operations
There are a growing number of companies being formed in Colorado, especially in Boulder and Denver. Colorado continues to be recognized as one of the best places to for startup companies. An important question to ask is “How will your company manage and balance the financial operations for success?” If you have ever created or […]
Six ways to build company value in a down economy
While the political battle rages over whose fault it is that the economy seems to be perpetually stuck in the doldrums, entrepreneurs and established businesses alike are faced with the task of keeping their businesses moving in a forward direction. Working with dozens of companies has taught us valuable lessons on how to accomplish this. […]
Great benefits key to building a great team
If you own a business, you understand the importance of attracting and retaining key employees. One of the most vital steps you can take to take care of those you hire is to create an appealing benefits package that includes a retirement plan. In choosing a retirement plan you should consider, among other things, your […]
Investing in “stuff”
Despite all of the bad things happening in Greece, Spain and other parts of Europe, the world economy will grow. Eventually. Right now we’re like a six-cylinder car running on just four cylinders. There are several ways to drive a booming economy. The most-popular is buying stock and stock mutual funds. You can get U.S.-based […]
This ain’t Judge Judy
A bunch of studies have analyzed the effect of television on the American public. Some of these effects can be beneficial and some of these effects can be detrimental — or at least leave the public with an incorrect perception. The effect of the media is more than evident in the legal world. Starting with Perry […]
Dividend strategies for 2012 and beyond
A dividend investing strategy is a smart way to generate income and total return, as history has shown. Dividend-paying stocks have outperformed non-dividend payers over time; since 1990, consistent dividend payers, as represented by the S&P 500 Dividend Aristocrats, earned an annualized 11.04 percent total return, while the broader S&P 500 index earned only 8.23 […]
Self-employed?
The number of self-employed Americans has skyrocketed. Whether fully self-employed or supplementing your income, consider saving some self-employment income in a tax-deferred retirement plan. Here are four possible retirement plans for the self-employed. 1. Solo 401(k) Plans: 401(k) plans for small companies often have high administration costs and limited investment options. Solo (individual) 401(k) plans […][...]
Seven essential financial questions: No. 7
People often think of estate planning as having a will and owning life insurance. Both of these are important items to consider, but there is much more to this topic. The essence of estate planning is making decisions today about what you want to have happen to you, your family and your assets when you […]
It’s never too late for legacy planning
Something really big and rare took place on Tuesday, June 5: the transit of Venus across the sun. It was one of the rarest celestial sights visible from Earth. Only seven Venus transits have been witnessed since the invention of the telescope 400 years ago. It won’t happen again until Dec. 11, 2117. Watching the […]
The small business efficiency factor
For many small businesses owners and management, reviewing and updating their business processes is not a top priority. However, recreating or revising administrative process to be more effective and efficient can aid not only in compliance, but also essentially reduce costs and boost bottom line. Over time, processes that were previously productive can become less […]
Seven essential financial questions: No. 6
It’s easy to put off answering this question. In our twenties, retirement seems so distant that saving for it is not a priority. In our thirties, we are caught up with our careers and family such that retirement planning gets overlooked. It’s usually not until our forties that we begin to realize that we will […]
