Common Cents – August 2010...

Roth...

Common Cents – July 2010...

Common Cents...

Common Cents – June 2010...

Global Energy...

E-delivery – Sign up today!...

Tired of receiving all those Schwab paper statements and confirmations in the mail? If so, it’s time to sign up for e-delivery! Signing up for e-delivery is simple. See the attached brochure for more details. Also, if you would like to receive your Colorado Financial Management Client Reports and/or billing invoices via email, please call our office @ 970-613-1392 or email us @...

Vanguard Energy Move...

We recently made some changes to some client’s holdings in the Vanguard Energy fund. The fund was supposed to be a hedge to inflation as well as a proxy for commodity prices (oil) and give us upside potential when the price of oil goes up. It did that for most of the past five years we held it (see blue line below). Lately though the price of oil and the mutual fund have moved...