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- In our blog and other content we often make mention of specific investments such as mutual funds, ETF’s and/or indexes which represent certain asset classes or sectors of the market. These references are neither to recommend nor criticize them, but as examples for the purpose of discussion. All investments carry certain risks.
Category Archives: Financial Planning
Cliff Notes: Peering over the Fiscal Cliff and Living to Tell the Story
The “fiscal cliff” is staring us in the face. The best chance of averting the consequences of failure to reach agreement will be in January, after the new Congress is seated. In the meantime, it is good to understand the details and to also do some planning. Read more…
Putting the Community in Community Foundation
Occasionally I write articles for The Summit Foundation newsletter. This piece explores the genesis of the community foundation model and how The Summit Foundation exemplifies it in many respects. Read more…
Preparing for Disaster and Preventing Financial Ruin: 5 Lessons from a Wildfire Victim
As wildfires have raged across Colorado and other parts of the country in a shockingly early and devastating fire season, families and whole communities are reeling from the destruction. Whether you are a victim of such disasters, care for people directly affected, or simply want to be more prepared, guest blogger Beth Byerlein offers first-hand lessons to help every home-owner cope with loss and reduce its financial impact. Read more…
Book Review: Saving the Family Cottage
Saving the Family Cottage: A Guide to Succession Planning for Your Cottage, Cabin, Camp or Vacation Home (Stuart J. Hollander, Rose Hollander & David S. Fry, 3rd Edition, Nolo 2009) is a comprehensive treatment of the perils of failing to plan carefully for passing a vacation home to the next generation and beyond. Read more…
3rd Quarter 2009 Client Note
Here is my client note accompanying 3rd quarter 2009 portfolio reports, discussing the continued turnaround in the markets. Read more…
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Welcome to Mountain Money Blog
Money in the mountains—it’s a beautiful thing and it’s on my mind, especially when it’s managed well. Introducing my new blog, where you’ll find thoughts and tips on everything that impacts your financial lifestyle, business, or non-profit. Read more…