Finance

Jun 9, 2015

Portfolio rebalancing

As we are nearing the halfway point of 2015, we have been in the process of rebalancing many of our client portfolios.

Jun 5, 2015

How to protect your portfolio

We must remain watchful over the ever-present market risk we face as investors as heightened political instability may require adjustments to portfolio asset allocations.

May 29, 2015

It's College Savings Day!

With graduation season upon us, many Colorado high school graduates are looking toward the next step in their lives – attending college. While most high school seniors have committed to a school of their choosing, parents are now faced with the challenge of paying for it.

May 22, 2015

Sports Biz: CSU stadium investment a sensible risk

Colorado State University is making the smart choice to build a new on-campus football stadium. It’s an investment in the future with the potential to help improve the football program and the school for decades to come.

May 13, 2015

Employee-owned companies and equipment

For an existing ESOP company that enjoys those tax benefits, the decision on how to finance on-going capital expenditures, including equipment purchases, should be considered carefully.

May 8, 2015

Personal finance tips for moms

As celebration preparations are underway for Mother’s day, it is important to take some time to assess your personal financial knowledge as it is the key to establishing (or achieving) a secure future for your family.

May 6, 2015

Why we say no in 60 seconds

Based on our current deal flow dynamics, if we had unlimited time, unlimited capital, and unlimited partner resources, there are at least 100 companies each year that we would invest in. This 100 number is not “deal flow” – this is actually investments that we’d make.

May 5, 2015

Long live equity crowdfunding…

Ever curl up by the fire in your favorite pajamas with a good book on securities law? Though quaint at first, the dense 1930s legalese gets old fast in any attempt to comprehend the statutes that stifle entrepreneurs to this day.

May 4, 2015

A tale of two investment strategies

In today's investment world, there is a great debate among money managers about the best approach for investors looking to live off their money.

Apr 29, 2015

Finding good on Wall Street?

B Corp movement commandeered Wall Street’s jaded eye, at least for a moment, in mid-April as Etsy, an online marketplace for selling crafts and handmade goods, took its stock public on the Nasdaq Stock Market.

Apr 20, 2015

Protecting your nest egg

Many of us spend years carefully working and planning for a comfortable retirement. We assume our retirement savings are protected to some extent; but unfortunately, there are uncontrollable and often unpredictable external variables at play, such as the rising cost of health care.

Apr 15, 2015

Where to go when the bank says no

As a result of this new banking era, many borrowers are unable to obtain traditional financing and are now looking at other sources for their cash needs.