Ron Weiner remembers sitting his two girls down to discuss the amount of money they stood to inherit. One was in college and the other in high school at the time, and they wanted nothing to do with the conversation.
Thoughtful, Balanced Wealth Advisory.
Women are dramatically underrepresented in the ranks of financial advisors and proportionally manage even less than their slim numbers would indicate.
Colorado’s booming legal marijuana business helped one of Martha Awad’s clients identify a niche real estate market that also offers tax advantages.
We all know we should work on and improve our core, but how many of us have the discipline to do it? I interviewed two financial advisors who are strengthening their core by using municipal bond indices and the ETFs that track them.
Options: most financial experts either love them or hate them.
“Many certified financial planners would not touch options with a 15-foot pole,” says Barbara Kay, who coaches financial experts around the country via her certified woman business enterprise in Wheaton, Illinois.
For investors struggling to separate the trash from junk bonds, fund provider WisdomTree Investments Inc. swears by one simple test.
Less than two hours before U.S. Federal Reserve Chair Janet Yellen took center stage this week, an obscure exchange-traded fund managed by Pacific Investment Management Co. was the site of aggressive speculation on the rally in Treasuries.
When you set up a planning practice in Denver, a city of health enthusiasts and environmentally attuned residents, you have to expect that some clients will want to invest in ways that match their social aims.
But socially conscious investments — which might exclude alcohol, tobacco or defense stocks, among others — are in the eye of the beholder, says Matt Papazian, chief investment officer and co-founding partner of Cardan Capital Partners.
This is an occasional feature in which an adviser shares a chart or other visual presentation that he or she finds valuable to help clients grasp an aspect of personal finance or investing.
The adviser: Matthew Papazian, founding partner of Cardan Capital Partners LLC in Denver.