Optimism abounds in local real estate
(Editor’s note: This is the second of two parts. Read Part 1.) The recent Morgan Stanley Wealth Management Investor Pulse Poll had some interesting findings. Denver investors sense improvement in […]
The optimism of Denver investors
The recent Morgan Stanley Wealth Management Investor Pulse Poll shows that most Denver area investors with at least $100,000 in investable assets are optimistic about the prospects for their portfolios, growth of the Colorado, U.S. and global economies, and their ability to reach their personal fi...
Should you deleverage your home?
Deleveraging is a financial term that basically means paying down one’s debt. This can apply to individuals, companies and governments. When governments deleverage, it is called “austerity.” When individuals deleverage, it’s typically called “good common sense.”
Keep government out of the accelerator business
A good accelerator can be run in any city in the world for $500,000. Entrepreneurs with a compelling track record and approach should be able to easily raise, or even provide this capital. As evidence of this, there are already hundreds of accelerators in the U.S., without government funding, bein...
Giving is good — and good for you
I recently sponsored a symposium on philanthropy hosted by the Pikes Peak Community Foundation, held at the spectacular Garden of the Gods Club in Colorado Springs. One of the sessions […]
How to get more bang for your legal-fee buck
Don’t expect the same lawyer to do everything. Any one lawyer who tells you they are an expert in every legal issue you will face is lying. Lawyers specialize. A lawyer may know something about many areas, but won’t know everything about everything. If a lawyer is learning while doing your work, y...
The bear, the bull — and the 10 lessons learned, Part 3
(Editor’s note: This is the last of three parts. Read Part 1 and Part 2.) 7. Investing with Trustworthy People is More Important than Chasing Returns The recent market environment […]
The bear, the bull — and the 10 lessons learned, Part 2
(Editor’s note: This is the second of three parts. Read Part 1.) Perhaps no back-to-back calendar years in the last seven decades tested investors quite like the equity bear market […]
Cutting down the net
You can see where all the hard work of starting and running your company will lead. You can imagine yourself post-retirement, whether that means playing golf, volunteering or acting as an advisor to other companies. You know what it will take to get there and how the process works. You have dr...
The Supremes, DOMA and money
There are several possible outcomes from the Supreme Court's decisions, but for the purposes of this discussion, let's assume that the court decides the provision of DOMA in question is, in fact, unconstitutional under the 14th Amendment's Equal Protection clause. If the court reached this conclus...
Focus on fiscal fundamentals
Sooner or later the market looks at the underlying fundamentals to determine asset prices. Since 2009, the fundamentals of the U.S. economy have been improving. Some of the important, positive aspects of the economy often neglected by the media include corporate health, residential investment and...
The M&A financial follies
Acquisitions can be a fantastic driver of business value – or a career-limiting disaster.Three key activities increase the likelihood of a successful acquisition: 1) the deal structure; 2) planning; and 3) execution. If all of these aren’t mastered, bring in outside help.























