Key Points Introduction You’re interviewing potential financial advisors in Denver and you want to make sure you ask the right questions. After all, this person will be responsible for helping you manage your money and achieve your financial goals. The question is, what questions should you ask a financial advisor you’re interviewing? Here are the […]
Insights
The 3 Most Unique Wealth Management Firms in Denver, Colorado
Key Points Introduction Wealth management is a strange industry in Colorado. It’s one of those rare professions where there are still a ton of small, family-owned businesses and almost all of them offer the exact same thing with few innovators. So, what does this mean for your financial plan? In this blog post, we will […]
3 Ways To Manage Your Equity Compensation
Key Points Introduction If you’re like most people, you probably don’t think much about your equity compensation until it vests or you have to exercise it. But if you want to maximize the value of your equity compensation, it’s important to understand and manage it proactively. In this blog post, we’ll explore three ways to […]
Why Your Colorado-Based Company Needs A Strategic Approach To Wealth Management
Key Points Introduction A recent study by Price Waterhouse Coopers showed that nearly 60% of all business owners in the United States are concerned about their personal financial situation. This is especially true for those in the Baby Boomer generation who are nearing retirement. For business owners in Colorado, this concern is likely amplified by the […]
The Top 20 Beginner Investment Mistakes and How To Avoid Them
Key Points Introduction Have you ever made an investment mistake? If so, you’re not alone. In fact, even the most experienced investors can make bad investments from time to time. However, as a beginner to investing, it’s important to be aware of the potential mistakes and bad investments you could make so that you can […]
The Stock Market Explained in 5 Points: An introduction to the stock market.
Key Points Introduction The stock market is a large and necessary part of the global economy. It’s a place where stocks and bonds are traded between investors. Owning a share of stock in a company is simply owning a tiny piece of a company, no different than owning equity in your home. What are Stocks? […]