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If you think tax season is over, you need to think again

Most of us want to forget about tax season the minute our returns are filed. Just because tax season is over, however, doesn’t mean you should forget about taxes until next year. Now is the time to start planning.

Investors: How to know when to hold 'em and when to fold 'em

One of the more difficult decisions for a portfolio manager is knowing when to sell a stock. In general, if you own a well-run business with a solid history of profitability, the vast majority of the time holding a company through a contracting business cycle is the right call; but not always. And there's the rub. How do you know when it's time to "fold them"?

How investing is like driving your car

During my career as a Wealth Management Advisor, I have met with thousands of investors. I have observed clients that have made mistakes based on emotional decisions and I have met with clients that have made lucky decisions. However, I noticed a trend with the habits and decisions made by many people with wealth.

Navigating the changing waters of health care

The relationship between payers, providers and patients has long been mired by complexity and mistrust. EOC and bundled payments are a progressive, outcomes-based model that reduces low value transaction costs.

Why you should consider alternative investments

Yale University's endowment returned 16.62 percent per year between 1985 and 2008. The S&P 500 Index returned 11.98 percent. So how did Yale do it? And how can you use its strategy?

How pro athletes should handle all that newfound wealth

For many college basketball players, the NBA draft season is a defining moment in their careers. If chosen to play at the next level, these players will experience an increase in cash flow in the form of high salaries and big endorsements.

Watch out for the bond bear market

When interest rates rise, the price of bonds decrease. As the price of bonds decrease, investors will see depreciation in their bond funds. So what should investors do in a time of rising interest rates?

Financial planning for the greater good

I recently had a friend from high school leave friends and family behind after a long battle with cancer. Cancer and many other diseases do not discriminate. Unless you are directly involved in the research of these diseases, it is hard to determine how to make a difference. For many people, planned giving is the answer.

Keeping perspective in a volatile market: Focus on what you can control

Stock market volatility in the first quarter of this year has shaken investor’s confidence. The media is fear-mongering and investors are worried.

Why you don't need to fear a bear market

With memories of 2008 looming for many investors, it’s human nature to want to avoid the same mistake twice. However, it is important to remain calm – especially if you are a U.S investor.

Key 2016 business tax issues you need to know about

In 2016, it is critical for decision makers in Colorado to stay informed on a number of tax issues in the U.S. and abroad. These international, federal and state tax issues could affect company operations and, potentially, corporate reputations.

Secrets your money managers don't want you to know

When it comes to the cost of your investments, ignorance is not bliss, and knowledge is power. The stakes, your children’s college education or your retirement, are simply too high to allow inflated expenses to eat away at your return.
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