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Posts
- 3rd Quarter Client Note – The Beat Goes On
- 2nd Quarter Client Note – Will the Bull Market Broaden, Pause or Fade?
- Time Flies When You’re Paying Less in Taxes – Trump Tax Cuts to Sunset in 2025
- 1st Quarter Client Note – Nvidia, Bitcoin and the Loss of Another Giant
- 4th Quarter Client Note – Who Woulda Thunk It?
- 3rd Quarter Client Note – Stay Away from the Rocket Science
- 2nd Quarter Client Note – The Bull is Back
- 1st Quarter Client Note — Bank Runs Are Back
- Will Artificial Intelligence replace your financial planner?
- 4th Quarter Client Note – Out with the Old. In with Secure Act 2.0
- ESG Investing Back in the Arena, Political Hot Potato Gets Tossed Again
- 3rd Quarter Client Note – A Roller Coaster Ride
- 2nd Quarter Client Note – A Bear Market Roars
- Inflation Rears its Ugly Head and What to Do About It
- Options for Senior Living through the Spectrum of Aging
- 1st Quarter Client Note
- Dealing with the Russian Invasion of Ukraine
- Q4 Client Note – A Good Year for Stocks, If Nothing Else
- Book Review: The One Page Financial Plan: A Simple Way to be Smart About Your Money, Carl Richards (Penguin 2015)
- Choosing a Continuing Care Retirement Community (CCRC) – Advantages and Pitfalls
- Q3 Client Note – Change of Investment Seasons?
- Is Retirement a Dirty Word?
- 2nd Quarter Client Note – Will Inflation Rear Its Ugly Head?
- 1st Quarter Client Note – Still Standing
- 4th Quarter Client Note
- DOL Proposed Rule Change Brings Awareness to Sustainable Investing
- 3rd Quarter Client Note – COVID and Politics, a Potent Cocktail
- Preparing for Short-Term Election Volatility
- Book Review: The Deficit Myth, Modern Monetary Theory and the Birth of the People’s Economy, Stephanie Kelton (Public Affairs, 2020)
- Retire Early? Retire Late? Or Retire Right on Time? – Lessons from the Early Retirement Movement
- 2nd Quarter Client Note
- 1st Quarter Client Note – Covid-19 Edition
- CARES Act Relaxes Rules for Charitable Giving
- Now is a Good Time to Review Your Estate Plan
- The Coronavirus and Market Volatility
- 4th Quarter Client Note
- 3rd Quarter Client Note
- Dreaming of a Mountain Retirement
- Value Investing and Skiing May be The Key to Living Longer
- The Stretch IRA is Dead. Or Maybe Just on Life Support
- 2nd Quarter Client Note – The Raging Bull
- 1st Quarter Client Note – Just Wait a Minute
- Book Review: Your Complete Guide to a Successful & Secure Retirement, Larry E. Swedroe & Kevin Grogan
- Celebrating the Ten-Year Anniversary of the Market Bottom
- Index Funds: Good, But Not Perfect
- Owed to Saint Jack. RIP
- 4th Quarter Client Note – Is Past Ever Prologue?
- Lessons From the Madoff Fraud, 10 Years later
- $1 Million May Not be Enough to Retire in Denver – Or in Our Beloved Mountains
- The IRA Charitable Rollover – Laserlike Tool for the Seasoned Philanthropist
- Regaling the Donor Advised Fund – The Swiss Army Knife of Charitable Giving
- Where are you on the Spectrum of Financial Dependence and Independence?
- 3rd Quarter Client Note – Yield Curve Ball
- Is Cryptocurrency the Future of Real Estate?
- Fidelity’s Zero Cost Index Funds – Much Ado About Nothing?
- Do We Face a Retirement Crisis?
- 2nd Quarter Client Note – Fed Up With Rising Rates
- 1st Quarter Client Note – Volatility Emerges
- 4th Quarter Client Note – Preparing for an Inevitable Bear Market
- The Incomparable Virtues of Goals Based Planning
- Tax Cut and Jobs Act, HR 1 – What it Means
- 3rd Quarter Client Note
- 2nd Quarter Client Note – Tribulations of a Value Investor
- 1st Quarter Client Note
- 4th Quarter Client Note
- 3rd Quarter Client Note
- 2nd Quarter Client Note
- 1st Quarter Client Note
- 4th Quarter Client Note
- 3rd Quarter Client Note
- Living Near the Fault Line
- 2d Quarter Client Note
- 1st Quarter Client Note
- 4th Quarter Client Note
- 3rd Quarter Client Note
- Supreme Court Gives Two Thumbs Up to Modern Portfolio Theory
- 2nd Quarter Client Note
- 1st Quarter Client Note
- 4th Quarter Client Note
- Recognizing and Preventing the Growing Epidemic of Senior Financial Abuse
- A Closer Look at Nobel-Prize-Winning Ironies
- Nobel Honors an Honorable Man
- 3rd Quarter Market Review
- 3rd Quarter Client Note
- 2nd Quarter Market Review
- 2nd Quarter Client Note
- A Commentary on the PBS Show The Retirement Gamble
- How Do You Spell Relief? ATRA! (American Taxpayer Relief Act)
- 1st Quarter 2013 Market Review
- 1st Quarter Client Note
- 4th Quarter Client Note
- Cliff Notes: Peering over the Fiscal Cliff and Living to Tell the Story
- Putting the Community in Community Foundation
- 3rd Quarter Client Note
- Investment Portfolio Construction for Heroes
- 2nd Quarter Client Note
- Summit Foundation Educational Workshop: “Saving the Family Cottage”
- Preparing for Disaster and Preventing Financial Ruin: 5 Lessons from a Wildfire Victim
- Compelling Interview With SEC Chairman Mary Schapiro
- Giving Back: Consider Real Estate for Charitable Giving
- 1st Quarter Client Note
- Children and Philanthropy
- Tax Update: The Certainty of Uncertainty
- Expanding Your Horizons: Examining the Role of Global Bonds
- 4th Quarter Client Note
- Strategic Philanthropy
- Book Review: Saving the Family Cottage
- Less Active is More Productive When Vanguard Gets More Passive
- 3rd Quarter Client Note
- Remembering Philanthropy
- The Debt Crisis, Volatility and Long-Term Investors
- 2nd Quarter Client Note
- 1st Quarter Client Note
- SustainaBiz 2011
- Social Enterprise Forum
- Live from SRI in the Rockies
- Charity Begins at Home, But Where Does it Go From There?
- 1st Quarter Client Note
- 4th Quarter Client Note
- 3rd Quarter 2009 Client Note
- Local Capital Summit
- Welcome to Mountain Money Blog
