Myths and Realities of ESG Investing
Over the past decade, one of the most fascinating and often misunderstood innovations in the...
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Grow Wealth
Setting Boundaries with Family and Money
Navigating family financial expectations can often feel like walking a tightrope — wobbly and awkward, with everyone eyeing your savings as their safety net. We’ve all been there — the awkward chat with an uncle about his child’s college...
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How to Find the Right Estate Planning Attorney
A simple Google search for an estate planning attorney can return millions of results. The idea of sorting through all of these search results can seem daunting. Furthermore, choosing the wrong attorney can cause significant,...
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Markets & Economy Update – Shifting Momentum
by Tim Doyle, CFP®, MBA As a bit of a sports nut, I have to admit that the annual stretch between January and mid April is my favorite time of the sports year. There are...
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A Note on Volatility
Over the course of my career, I’ve visited the offices and headquarters of many wealth management and financial planning firms across many states. In the waiting room of most of these firms, I’d often find...
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Smart Tax Strategies for Colorado’s High-Income Business Owners
As a successful business owner in Colorado, you’ve worked tirelessly to build your enterprise and secure your financial future. However, with great success comes great responsibility – especially when it comes to managing your tax...
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Maximizing Impact Through Strategic Charitable Giving
Charitable giving is more than a generous act — it’s an opportunity that allows givers to make a difference while making smart financial decisions. Many philanthropic high-income earners and retirees feel driven by a desire...
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Markets & Economy – Rapid Fire February Update
On a recent Saturday night, my son played in a rec league basketball game and, I have to say, there are few things more unintentionally entertaining than watching 10 seven-year-olds run-and-gun up and down the...
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CIO Mailbag – Question: How has current investment strategy evolved given recent market conditions and economic trends?
In recent days, news headlines and social media feeds have been flooded with updates and opinions about the trade policies implemented by the new Trump administration. In fact, as you can see in the chart...
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Tax-Smart Investing: Simplifying Compliance for Alternative Assets
Alternative investments provide a dynamic way for participants to diversify portfolios and potentially enhance overall returns. By definition, an alternative investment “is a financial asset that does not fit into the conventional equity/income/cash categories” and may...
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