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Finance

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.

Dec 29, 2015

Everything you need to know about investing in 500 words

Some investors are complete do-it-yourselfers. That’s great. Some aren’t and need trustworthy advice. Where do you get that?

Dec 15, 2015

U.S. stocks rock, but you need to look beyond them

I typically recommend a significant core position in large U.S. stocks. Owning domestic equities has been vital to growing wealth.

Dec 11, 2015

Why marriage equality can be taxing — literally

Equal marriage means equal benefits for every couple, but it also brings up some important financial issues.

Dec 8, 2015

How to optimize capital structure for great financial health

Financing equipment can help preserve those lines of credit for seasonal needs or working capital growth, optimize cash flow and can provide substantial tax benefits.

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Nov 30, 2015

Seven great ways to keep your cash flowing

If there is one lesson that a recession teaches even the most successful businesses, it's that their biggest threat is often not a lack of profit. It's a lack of cash flow. Slow-paying customers are frequently the culprit.

Nov 1, 2015

Who wants to make an easy $72 million?

If we’re focused on only one asset category, we’ll experience extremes in volatility and miss out on other great categories that can grow better than our markets.

Oct 30, 2015

How to take the fear out of investing

It is often said that the stock market is driven by two emotions: fear and greed. With Halloween coming up tomorrow, now is a great time to examine the influence of fear in investing and how to overcome it.

Oct 16, 2015

Worrying about the Fed is a waste of time

The main problem is that governments can deploy lots of resources and influence short-term market dynamics in a big way. They are sort of like a "bull in a china shop."

Oct 15, 2015

Here are the top nine concerns of Denver investors

Denver investors think water shortages will become more of a problem over the next decade and believe that water has the potential to be a bigger international issue than the demand for oil.

Oct 8, 2015

Denver investors' favorite 2016 investments

Denver high net worth investors are anticipating stocks or equities as the top asset allocation preference in 2016, followed by cash and fixed-income investments.