Calculating risk can help achieve investing goals

 April 27, 2007

How much risk are you willing to take with your investments? Your answer is likely linked to how well the stock market is doing these days. If your investments are up, your confidence and appetite for risk are up – any stock you touch is gold. But if the market reverses and plummets, your appetite … Continued

Passing on the family fortune

 July 21, 2006

For years, you’ve worked hard, saved money and invested wisely. A comfortable retirement awaits, and there’s also some leftover cash for the children. But while some parents may think it wise to hold on to the family fortune ’til death, financial planners say there are big tax advantages in gifting the money to heirs earlier. … Continued

?Bury your head in sand? strategy on investments not sound, advisers say

 November 12, 2004

Some people in the Boulder Valley monitor their investments, some don?t monitor them enough, and yet others monitor them too much, area investment advisers say. While quarterly reviews and periodic rebalancing are keys to effectively staying on top of retirement plans and taxable investments, many still avoid these necessary steps, says Bob Webster, president of … Continued

Early mortgage payoff eases mind

 February 9, 2001

Business Report Correspondent BOULDER ? When the stock market starts doing a yo-yo impersonation, investors begin to yearn for something safe to put their money into. Many are now in a nail-biting frenzy. But there’s one group whose nails are being spared: homeowners. Colorado’s home prices have gone through the roof during the last decade … Continued

Investing yields higher returns than paying off mortgage early

 February 9, 2001

Robert Pyle, a certified financial planner with Diversified Asset Management, a Boulder-based investment advisory firm, played with some numbers to determine how best to pay off a $100,000, 30-year mortgage at 8 percent interest, which comes out to a monthly payment of $733.76. Is it better to pay an extra $100 a month to principal … Continued

Are private offerings really a good deal?

 June 1, 2018

Since the financial crisis of 2007-2008, the U.S. stock market has been booming. The S&P 500 more than tripled from 2009 to 2017, and was hitting all-time highs as recently as January. During bull markets like this, investors may be tempted to pile into risky investments in search of even more gains. One area performance-hungry … Continued

Is real estate investing right for your temperament?

 September 11, 2017

The hot real estate market in Boulder and Denver has generated a lot of interest from investors who wonder whether they should get in on the real estate action instead of investing in the stock market. I don’t blame people for wondering. Through both the popular press and word of mouth, success stories abound, suggesting … Continued

Investors shouldn’t take path of least resistance

 August 17, 2017

Sometimes the path of least resistance is a good choice. For example, say you’re dining out with friends and you’ve agreed to split the check. Life’s too short, and hopefully the conversation has been too engaging to start fussing over a few dollars. Go 50/50, and be done with it. But what if the financial … Continued

Cash-balance plans offer break to small-business owners

 September 2, 2016

Are you a small, highly profitable business owner looking for ways to reduce your current taxes and/or dramatically step up your tax-sheltered retirement savings?  If so, a cash-balance plan may be worth looking into for your company. A cash-balance plan is a retirement savings vehicle, crafted with the small-business owner in mind. When combined with … Continued


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