Imagine that someone wants to give you $100,000. They want to do it. You don’t have to ask, and you don’t have to lay out a sales pitch in a PowerPoint presentation. To get the money, you have one easy task. You get a simple, easy-to-find, fairly standard …
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Is Life Insurance Ever an Investment?
As advisors with many years of experience under our belts, we have seen numerous types of planning situations, investment ideas and life situations. We have shared and been part of all kinds of events like job changes, business starts and sales, births of …
Charitable Gift Flexibility with Donor-Advised Funds
Community service organizations, educational institutions and religious affiliations depend on donations to achieve their missions.Many of us give to these groups because we believe in the work they do, the transformative experiences they deliver and their …
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Bulls, Bears and…Monkeys?
We are proud to once again be the "adoptive" parents of a Golden Lion Tamarin at Cheyenne Mountain Zoo! Next time you visit the zoo, be sure to stop by Primate World and say hello to our little "Wild Child". …
Is it Time to Add More International Stock?
A few weeks ago, someone told me a statistic - on average, US investors have about 3% of their portfolios invested in stocks of companies based outside the country. I did not see a report and I’m not sure how accurate this statistic was but the anecdotal …
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