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(970) 613-1392 info@colofin.com

4848 Thompson Parkway, Suite 320 | Johnstown, CO 80534

Schwab

2011 Tax Deadline for Contributions

Posted by Sherri on March 22, 2012

2011 Tax Deadline for Contributions: The IRS has extended the deadline to April 18th, 2012. The deadline for making a contribution to a traditional IRA for the…

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Elminiate Unwanted Mailings: Electronic Delivery Options

Posted by Sherri on October 20, 2011

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…

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Mutual Fund Update – August 17, 2011

Posted by Sherri on August 17, 2011

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…

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Schwab Money Market Funds – May 31, 2011

Posted by Sherri on June 27, 2011

Money Market Funds

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