An Update on our Investment Philosophy d...
Investment Philosophy...Elminiate Unwanted Mailings: Electronic ...
In the attempted effort to become more eco-friendly, as well as alleviate unwanted informational paper mailings distributed by Schwab, we would like to remind you of the available electronic delivery option provided by Schwab. We have the abilty to elect e-delivery of the following informational distributions: Account Confirmations, Schwab Statements and Shareholder Materials....CFM Client Appreciation Dinner 9/22/2011...
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Sherri in
CFM on
September 23, 2011 |
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CFM Client Appreciation Dinner...
Mutual Fund Update – August 17, 20...
Mutual Fund Update We mentioned last week that we would do some rebalancing of portfolios. Mostly, the rebalancing will be between three bond funds and between three equity funds. For the most part, the allocation of cash/bonds vs. stocks will not change as we have been underweight client’s equity targets for several months. We did want to remind clients that we have been investing in...Staffing Announcement – August 15,...
Posted by
Sherri in
CFM on
August 15, 2011 |
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I would like to introduce Bekah Pickerell as our newest employee of Colorado Financial Management. Bekah has spent the previous six years working at Fox Hill Country Club in Longmont, CO, in many capacities and most recently as Catering Director. Bekah will replace Cassie Dean who has left the firm as she expects to deliver, any day now, her third child.
Bekah will take on the...
