Specializing in financial and tax planning, risk and portfolio management.
How long does it take for you to go from feeling like a champion investor to feeling beat up and wondering if you’ll ever make money again in the stock market? For most of us, it took just a few minutes as the stock market opened lower in the US the week of …
[Read more...] about Five Techniques To Handle Market Turmoil
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 …
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 …
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 …
[Read more...] about Charitable Gift Flexibility with Donor-Advised Funds
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 …
[Read more...] about Is it Time to Add More International Stock?
Phone: 719-632-0818
Toll-free: 800-984-9074
Fax: 719-632-0887
90 South Cascade Avenue
Suite 1250
Colorado Springs, CO 80903
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