A Gift to Avoid and One to Embrace for the Holidays

With the Senate passing its bill just over a week ago, it seems next year we will have a new tax law of the land.  Speculations runneth over regarding its final form, the consideration of the joint conference committee and both legislative bodies remain before it reaches the President’s desk.  A future column will address […]

Doing Good With Your Investment Dollars

We are in the midst of a historically long period of growth in the US stock market.  Yet the euphoria for many Colorado investors is tempered by questions about our country’s future.  If you have followed classic advice about diversified investments, it’s likely that you own shares in companies behind initiatives not aligned with your […]

A Dollar Is Rarely Worth a Dollar

Last week University of Chicago Professor Richard Thaler won the Nobel Prize in Economic Sciences for his work in the growing research area of behavioral economics.  Unlike many Nobel Prize winners, much of Thaler’s work is relatively easy to understand by the layperson and can be widely used to improve our lives. Much of Thaler’s […]

Taxing changes for next year

While we prefer to look at client tax situations before the snow falls, in 2012, like many recent years, it may pay to wait until early December to make significant tax moves. But it still makes sense now to be aware of the likely changes and take steps to limit what you’ll owe in April.

Fighting the herd mentality

Going with the herd can hurt you when plunging into a sure-fire investment winner (greed) or fleeing the ongoing collapse of another (fear). A herd mentality can trample your financial future.

Why you should care about Europe’s woes

Economic news junkies have had plenty to chew on over the past few weeks. The national debt crisis is behind us at the moment, and now we wait on the congressional super committee on the budget to come out with its recommendations later this month. In the meantime, our worry du jour is the Eurozone […]