I will be appearing on a panel at the Wednesday, March 9, 2011 Our Future Summit monthly meeting. The topic of the forum is “Social Enterprise: Applying innovative business models and risk capital to solve social problems.” The forum is scheduled from 7:00 to 9:00 pm at the Summit County Community & Senior Center in […]
Social Enterprise Forum Read More »
Here I am in San Antonio at SRI in the Rockies, the annual conference for socially responsible investing professionals.
Live from SRI in the Rockies Read More »
My client note accompanying 1st quarter 2010 portfolio reports includes an interesting chart placing the market returns of 2008 and 2009 in historical perpective.
1st Quarter Client Note Read More »
Here is my client note accompanying 4th quarter 2009 portfolio reports, providing some perspective on the last couple of years.
4th Quarter Client Note Read More »
Money in the mountains—it’s a beautiful thing and it’s on my mind, especially when it’s managed well. Introducing my new blog, where you’ll find thoughts and tips on everything that impacts your financial lifestyle, business, or non-profit.
Welcome to Mountain Money Blog Read More »
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