Wealth Management Archives - Page 5 of 6 - Rightpath Investments & Financial Planning, Inc.

Preparing for Disaster and Preventing Financial Ruin: 5 Lessons from a Wildfire Victim

Financial Lifestyle, Financial Planning, Mountain Lifestyle, Risk Management / Steven Smith / June 25, 2012

As wildfires have raged across Colorado and other parts of the country in a shockingly early and devastating fire season, families and whole communities are reeling from the destruction. Whether you are a victim of such disasters, care for people directly affected, or simply want to be more prepared, guest blogger Beth Byerlein offers first-hand lessons to help every home-owner cope with loss and reduce its financial impact.

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Compelling Interview With SEC Chairman Mary Schapiro

Financial Lifestyle, Investment Management / Steven Smith / June 5, 2012

In this compelling interview, fellow Franklin & Marshall College alum Mary Schapiro discusses how her previous experiences shape her SEC leadership today, as well as the benefits of collaboration, the ways that the SEC uses the advisor perspective in developing policy, and how the SEC will move past the 2008 financial crisis with certain safety nets having been removed by Congress. For anyone interested in how the markets will be regulated moving forward, this interview at the Investment Company Institute Conference is 43 minutes well spent!

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Giving Back: Consider Real Estate for Charitable Giving

Non Profits/Foundations, Philanthropy, Wealth Management / Steven Smith / May 22, 2012

Occasionally, thinking outside the box is the best course in developing a charitable giving plan. Donors can use almost any kind of property to fund a charitable gift. It pays to conduct a thorough analysis of the various possibilities from tax, financial and legacy perspectives.

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Children and Philanthropy

Leave a Comment / Philanthropy, Wealth Management / Steven Smith / February 24, 2012

Denver Post columnist Bruce DeBoskey continues to nail it in his On Philanthropy column. This week’s column, on the subject of engaging children in philantropy, is chock full of ideas and resources for getting kids away from their computer screens and out there making a contribution. Involving children (and grandchildren) in philanthropy is a great way for

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Tax Update: The Certainty of Uncertainty

Investment Management, Money, Small Business, Tax Planning, Wealth Management / Steven Smith / January 25, 2012

The tax “fix” at the end of 2010 left us with a jumble of extensions, expirations, and new rules for 2012. We summarize some of the biggest changes and issues to watch for while planning your 2012 taxes.

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Expanding Your Horizons: Examining the Role of Global Bonds

Leave a Comment / Bonds, Investment Management / Steven Smith / January 25, 2012

Historically low interest rates have tempted some fixed income investors to wander off course into exotic and untested new strategies. But there is a prudent way to expand your investment horizons into global bonds.

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4th Quarter Client Note

Bonds, Financial Lifestyle, Financial News, News, Political News, Wealth Management / Steven Smith / January 12, 2012

From the debt ceiling fight to worries over foreign economies to phenomenal results for the fixed income markets, 2011 was a year of unprecedented volatility for the markets. Investors should, at least, prepared for a continued wild ride—but we also recommend a brief pause for appreciating our blessings, as we do.

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Strategic Philanthropy

Leave a Comment / Philanthropy / Steven Smith / December 21, 2011

Denver columnist Bruce DeBoskey writes about transitioning from being a donor to becoming a strategic philanthropist.

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Book Review: Saving the Family Cottage

Financial Planning, Life Transitions, Mountain Lifestyle, Wealth Management / Steven Smith / October 27, 2011

Saving the Family Cottage: A Guide to Succession Planning for Your Cottage, Cabin, Camp or Vacation Home (Stuart J. Hollander, Rose Hollander & David S. Fry, 3rd Edition, Nolo 2009) is a comprehensive treatment of the perils of failing to plan carefully for passing a vacation home to the next generation and beyond.

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Less Active is More Productive When Vanguard Gets More Passive

Leave a Comment / Investment Management, Wealth Management / Steven Smith / October 18, 2011

The Vanguard Group announces it is abandoning active management in favor of an all passive approach in two of its most popular strategies.

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