The Return of Volatility
Last year was a year of record low volatility in the stock market. The S&P 500 index including dividends, for the [...]
The Bottom Line: Tax Planning Strategies
Tax Strategies to Consider Donating low basis stocks or mutual funds to charity may help you [...]
The Economic Impact of Natural Disasters
While it will take time for the total economic impact to be assessed, Moody's Analytics estimates that hurricane-related costs for Hurricane Harvey may exceed $100 billion. Irma's costs are already $70 billion and expected to rise.
Update on Interest Rates
Happy Summer Solstice! We hope you have enjoyed the long and warm days leading us into summer, and that you continue to [...]
“Brexit” – Possible Implications for Investors
We would like to provide our perspective on the implications of the U.K.’s vote to part ways with the European Union on [...]
U.S. Economy Strengthened in 2014
Below is an article from our Quarterly Newsletter. It seems each day the economic outlook changes a bit, but here is our [...]
Not Many Funds Routinely Beat Market
The attached New York Times article highlights a recent five-year study of mutual funds in which consistently strong performance was found to [...]
Comments on the Economy and Investment Outlook
As the new portfolio manager at Colorado Capital Management, one of my priorities is to keep you informed of our latest thinking [...]