Insights
Our latest thoughts and ideas on the economy, global markets, financial planning, impact investing and more. If you would like to know more about what we are thinking and how it may be of value to you, please contact us!
Blog
Revocable Trust Colorado: Understanding The Key Details
A revocable trust is one of the most widely used estate planning tools. It allows Colorado residents to plan for ...
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Irrevocable Trust Colorado: Everything You Need To Know
Establishing estate planning goals and building a secure future often involve strategies that balance tax savings, asset protection and effective ...
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(More than) A Little Good News
In the current election cycle, we have often found it surprising that the prevailing mood about the economy is so ...
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What do you want to B when you grow up? Our journey into Impact Investing & Becoming a Certified B Corporation
As the founder of CCM, I wanted to share my personal story about what led us to become a Certified ...
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Colorado Estate Planning: A 101 Guide
Planning for how your assets will be handled after you’re gone is an important step. Understanding Colorado’s estate planning laws ...
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Colorado Estate Tax: What You Need To Know
Estate taxes are taxes that the government charges on the money and property that someone leaves behind when they die. ...
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Creating Work-Life Harmony Through Remote Work
For the past several months, I have been writing a series of blogs about working remotely from a place you ...
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Impact Investing In Renewable Energy
Impact investing can offer a compelling pathway to influence social and environmental outcomes while achieving financial returns. In recent years, ...
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Real Estate Impact Investing: Attractive Returns with Positive Environmental and Social Outcomes
Can real estate have a positive impact on the world? Consider what happens when a state-of-the-art office building operates with ...
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Building a Green Portfolio: How to Get Started
The world is currently investing some $2.8 trillion per year in the green energy transition, fueling growth and innovation in ...
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Turning the Mediterranean into Your Office
In my previous post, I wrote about my wife and I finding work-life balance while we are away for extended ...
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Private Debt Impact Investing: Unlocking Social Change Through Strategic Capital
A revolving fund finances small businesses in India or Detroit. An infrastructure loan enables low income communities to install solar ...
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Resources
Annual Impact Report
Our annual impact report provides an overview of our work, the markets, etc…..
Recent Newsletters
ESG Metrics and Insight Report
ESG (Environmental, Social and Governance) metrics are an increasingly important way for investors to measure the sustainability and attractiveness of potential investments in large publicly traded companies. Learn more about the details of ESG investing and the related concepts of Sustainable and Impact Investing in our 2022 ESG Metrics and Insights Report.
Suggested Reading
The Little Book of Common Sense Investing
John Bogle
Enough
John Bogle
Stocks for the Long Run
Jeremy J. Siegel
Your Money or Your Life
Vicki Robin, Joe Dominguez, Monique Tilford
Simple Wealth, Inevitable Wealth
Nick Murray
Pioneering Wealth Management
David Swensen
The Big Short
Michael Lewis
Invest Like a Billionaire
Warren Buffett
The Checklist Manifesto
Atul Gawande
The Investment Answer
Daniel C. Goldie, CFA, CFP, Gordon S. Murray
