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Finance

Mar 1, 2016

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.

Feb 23, 2016

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.

Feb 12, 2016

Why you need to swim like a shark

I recently met with prospective clients. We had a great conversation and ended an hour and a half meeting with handshakes and a smile. After the meeting, I felt really great about our conversation and the caliber of the couple I had just met with.

Feb 4, 2016

Just how low can oil prices go?

How low can oil prices go in 2016? That is the question on everybody's mind as the new trading year begins, and certainly remains the biggest impediment to finding a bottom in this current market correction.

Feb 1, 2016

What you need to know about investing during tough cycles

If you have an opportunity to invest in high-quality, long-term businesses that are experiencing some hard times, these difficult cycles usually open up attractive valuation windows.

Jan 25, 2016

When the markets give you lemons, it's time to make lemonade

At this point, the markets seem irrational. Although there are headwinds in the economy, there are also many positives. Employment is strong and housing is appreciating.

Jan 22, 2016

Is a horse a good investment?

As Denver plays host to the National Western Stock Show this month, this may be an appropriate time to discuss the pros and cons of purchasing a horse as an investment.

Jan 21, 2016

Get your 529 plan started this year

A 529 savings plan is a tax-advantaged savings plan designed to encourage saving for future college costs. The two types of 529 plans include a college savings plan and prepaid college tuition; both are generally sponsored by state agencies.

Jan 19, 2016

The single most important investing skill

Could there really be one skill more important than everything else? Investing is so many things. Economics. The markets. Investment sectors. Advisors and brokers. Fees. Timing. Research. It seems to be endless.

Jan 18, 2016

Why investors should stop freaking out about the stock market

The U.S. stock market got off the worst start this year in almost a century. This prompted fear from investors and Warren Buffett compared the stock market with a “drunken psycho”.

Jan 8, 2016

Five reasons companies should tackle this key task now

The new revenue recognition standard could significantly impact the way businesses – in Colorado and around the world -- handle revenue reporting and how investors view your business.

Jan 7, 2016

What impact will higher interest rates have on you?

Last month, the Federal Reserve raised interest rates for the first time in almost a decade, a move that Chair Janet Yellen said would be followed by “gradual” tightening as officials watch for signs of higher inflation.