Category Archives: Money

Putting the Community in Community Foundation

Posted on November 30, 2012

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…

Tax Update: The Certainty of Uncertainty

Posted on January 25, 2012

The tax “fix” at the end of 2010 left us with a jumble of extensions, expirations, and new rules for 2012. We summarize some of the biggest changes and issues to watch for while planning your 2012 taxes. Read more…

Remembering Philanthropy

Posted on September 22, 2011

We all have something to give — time, money, ideas or things that we can send out into the world — to make it a better place. The recession and agonizingly slow recover, however, have pushed most of us to ignore or slow down on various forms of giving. Don’t let your philanthropic intents slide; instead, great or small, make them a robust part of your financial planning and you will reap the rewards even during difficult times. Read more…

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Charity Begins at Home, But Where Does it Go From There?

Posted on September 10, 2010

Are you or your clients struggling with a way to make philanthropy a more meaningful part of your wealth management? Hear from professional advisors on practical steps you can take to integrate giving into your financial lifestyle and family financial plans. Read more…

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3rd Quarter 2009 Client Note

Posted on October 8, 2009

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

Posted on August 18, 2009

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…