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Lessons from 20 years of investment management
When I co-founded the investment advisory firm Northstar 20 years ago, the advisory business was truly a cottage industry. There were only three advisors in the Denver-area that had assets of more than $500 million under management.
Denver investors: Interest rates are going up
When it comes to interest rates, two in three Denver high net worth investors expect the Federal Reserve to raise interest rates between now and mid-2016.
Denver investors: U.S. is best
The United States is the only country that a majority of Denver-area high net worth investors regards as a “good” investment for 2016.
Questions to ask before paying off a mortgage early
The question of whether to pay off that home mortgage ranks right up there with “What should we name our new baby?” or “Where should we take a vacation this year?”
Pot’s progress
Colorado marked its first full year of storefront marijuana sales in January, during which it established a regulatory model for production, cultivation, product manufacturing and retail sales.
PayPal emerges as small-business financing source
E-commerce has changed the way consumers buy goods and services, and now it might change the way small businesses borrow money and repay loans.
Happy birthday, Social Security!
When it comes to social security, one of the biggest considerations is when to start collecting. Should you begin when you become eligible at age 62?
Top five biggest mistakes in blended-family estate plans
A blended family is one where one or both spouses have children from previous relationships. Their estate planning needs can be quite different from those of families where all the children are from the current marriage.
When two bites are better than one
At some point, most business owners ask themselves, “Where can I get additional capital to grow my business?” or “How can I take some money off the table?” This article explains your options.
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The death of the shoebox era…
Accountant stereotypes are fairly common. Words like conservative, risk averse and slow to change are quickly spoken when asking someone what comes to mind when one hears the word "accountant."
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Best practices in business travel
Business travel management is complex: managing costs, corporate travel policies as well as traveller service, convenience and safety. How do you bring both into alignment?
Greece has been holding the markets hostage
Why do the markets even care what happens to Greece? The concern stems from the possible domino affect or contagion that could occur if one weak member of the Eurozone leaves, and places the remaining 18 members at risk.
