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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.
Tag Archives: Financial Lifestyle
A Commentary on the PBS Show The Retirement Gamble
PBS recently aired a Frontline show entitled The Retirement Gamble, profiling the 401(k) industry. If you missed it, it can be viewed here. Polemic in tone, the show is highly critical of the country’s evolution from defined benefit pension plans … Read more…
Summit Foundation Educational Workshop: “Saving the Family Cottage”
The Summit Foundation’s fourth annual educational workshop will be held Friday, July 13th at Beaver Run Resort & Conference Center, 9:00–11:00 am. This year, we have the honor of hosting Cottage Law attorney and author David Fry, Esq., who will present “Saving the Family Cottage.” Join us for an information-packed session where you will learn ways to preserve the family vacation home for future generations and minimize the expense and agony along the way. 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…
4th Quarter Client Note
From the debt ceiling fight to worries over foreign economies to phenomenal results for the fixed income markets, 2011 was a year of unprecedented volatility for the markets. Investors should, at least, prepared for a continued wild ride—but we also recommend a brief pause for appreciating our blessings, as we do. 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…
Charity Begins at Home, But Where Does it Go From There?
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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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…