Just a few short years ago, Colorado received a “D” rating from the Council on State Taxation, ranking Colorado’s sales tax system as one of the worst in the country. The abysmal rankings are a result of a confusing and…
In recognition of the more than 33 million small businesses in the U.S., we are sharing helpful best practices to fine-tune your small business plan to weather economic shifts. Responsibly manage your business debt Interest rate changes have significant impacts…
Monday morning provided some corporate M&A fireworks as Chevron announced the purchase of Colorado-based PDC Energy. It will acquire all of the outstanding shares of PDC in an all-stock transaction valued at $6.3 billion, or $72 per share. The deal…
Whether you are thinking about job security, your retirement or your financial portfolio, uncertainty abounds. However, I would argue there is no better time than right now to think about your financial future. Simply counting on investment performance is not…
Downtown Denver has positioned itself for continuous growth and success despite the challenges and changes stemming from a post-pandemic environment. Denver ranked sixth for the fastest-growing city in the US economy and as the best large city to start a…
They’re uncommon achievers, whether as entrepreneurs, CEOs, nonprofit leaders, visionaries critical to their companies’ success or, in some cases, all of those roles. This year’s Top 25 Young Professionals figure to continue making a difference professionally and in their communities…
They’re uncommon achievers, whether as entrepreneurs, CEOs, nonprofit leaders, visionaries critical to their companies’ success or, in some cases, all of those roles. This year’s Top 25 Young Professionals figure to continue making a difference professionally and in their communities…
There is an old adage on Wall Street: “Sell in May and go away.” In theory, on a calendar basis, the worst months to be invested in the stock market are from May to November. Whether this is true or…
Starting a business can be an intimidating proposition. However, if you’re committed to bringing your vision to life, you’re more than capable of pulling it off. If you’re ready to take the first step in starting an accounting firm in…
The financial sector has been under intense scrutiny after the failure of two large financial institutions that specialized in high-risk industries, such as the cryptocurrency sector. Some depositors in local communities might be wondering what this means for their hard-earned…
If you haven’t been following the second-largest bank failure in history, you may want to start. To recap, Silicon Valley Bank (SVB) located in California was the 16th largest bank in the United States, with $209 billion in assets. Just…
When corporate finance professionals advocate for automating their Accounts Payable (AP) process, they often cite how automation brings down the cost of paying bills and reduces the number of paper checks that are written. But these conversations sometimes overlook another…
They’re uncommon achievers, whether as entrepreneurs, CEOs, nonprofit leaders, visionaries critical to their companies’ success or, in some cases, all of those roles. This year’s Top 25 Young Professionals figure to continue making a difference professionally and in their communities…
It’s easy to forget that Colorado businesses aren’t buildings, they are real people — employees, business owners, suppliers, investors — that make up the foundation of Colorado’s economic success. It’s also easy to forget that the economic concerns affecting individuals…
As a financial advisor, I have witnessed the profound and long-lasting generational impacts of the racial wealth gap in our society, which exists due to historical factors that continue to impact the wealth, earning potential and distribution of assets in…
InBank, a growing independent commercial bank serving the Colorado Front Range, southern Colorado, and northern New Mexico markets, announces today that it has added Steve Shear and Liz Pike, two talented and experienced bankers, to its leadership team. “The addition…
In recent years, Congress has continued to push for changes to retirement accounts as they look for new ways to encourage retirement saving and create tax streams for the budget. Most recently, that includes the Secure 2.0 Act. The Secure…
Today, many business leaders are faced with an increasingly complex business environment and economic uncertainty. Interest rates remain high and material prices and supply chain volatilities continue to hamper business as usual, leading many business owners to evaluate their plans…
We all know how painful 2022 was for investors. To put it in perspective, conservative balanced portfolios with 60% in equities and 40% in fixed income were down almost 20%. The more aggressive, all-equity growth portfolios were down over 30%.…
Do you have entrepreneurial dreams? Good for you! Going into business for yourself is exciting and challenging. It can also be very rewarding and profitable if you choose the right business at the right time. Don’t worry if you don’t…
According to a recent U.S. News & World survey, Americans spend on average between $500 to $1,000 during the holiday season, with nearly 42% expecting to go into debt to pay for their spending in November and December. With the…
Year-end planning is imperative for all businesses, especially as they navigate a changing and uncertain business environment. Over the last six months, rising inflation and a likely recession has created fear and panic for some companies as they look to…
In 2023, the Federal Reserve will continue to battle inflation and hike rates reaching its terminal rate in the first half of the year, while inflation slowly dissipates. This will cause economic activity to slow, perhaps to a recession-like pace,…
Even with whispers of a possible recession on the rise, there continues to be high demand in the Denver metro and Front Range areas from buyers looking to buy all kinds of small businesses, at any price point. However, as…
