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Finance

Financial empowerment, let alone literacy, takes a village

Given that April is Financial Literacy Month, it is the perfect time to step back, recognize the scope of this challenge and increase our efforts to improve financial well-being in our community.

Making the most of your 2016 tax refund

Your tax refund can be a meaningful sum of money that can make a difference in a household’s finances. When considering what to do with your tax refund, remember to be mindful. Here are some priorities for thoughtful ways to spend your tax refund.

Money matters – Top financial myths debunked

It's time to set the record straight and put an end to some of the most common financial misconceptions out there.

Lessons from America’s most admired investor: Warren Buffett

Take note of Warren Buffett's lessons: Beating the market consistently over long time periods is possible, but also exceedingly difficult and therefore improbable.

The top 5 pieces of financial advice for millennials

Whether you are a millennial, a parent or employer of millennials, stay tuned for few important details on the generation’s mindset about finances and some simple tips for money management.

Latest CBRE Research shows Denver tops the list of metros worthy of investment

Denver moved up in the rankings in this year’s CBRE Americas Investor Intentions Survey – from the No. 9 to No. 8 slot on the list of best metros for investment.

Coloradans fear a rocky road to retirement

A study by the National Institute on Retirement Security reveals collective fear of life after work.

Just got engaged? Here's what you need to know about combining finances

Many couples will talk freely about a range of subjects but shut down when it comes to discussing money. Like any other issue in a relationship, it is important to talk openly and honestly.

The stock market hits 20,000: What happens now?

The Dow Jones Industrial Average broke 20,000 last month for the first time in a post-election rally. However, it was short lived lasting only three days before falling below. So what does this milestone mean?

Now is a good time to review your retirement plan

For those who have an employer-sponsored retirement plan, the beginning of the year is always a good time to look at the market and check in on your plan.

You need to ask these three questions about your financial future

Protecting and preserving your assets carries as much weight on a successful outcome as focusing purely on the highest returning investment portfolio. I ask my emerging affluent business owners these key questions.

Changing the world one investment at a time

Investing in something you’re passionate about doesn’t have to be solely a philanthropic act. The practice of making good while doing good has become more widely recognized and easier to implement.
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