Mountain Money Blog

My client note accompanying 1st quarter 2010 portfolio reports includes an interesting chart placing the market returns of 2008 and 2009 in historical perpective.

Posted Monday, April 19th, 2010.

Here is my client note accompanying 4th quarter 2009 portfolio reports, providing some perspective on the last couple of years.

Posted Saturday, January 23rd, 2010.

Here is my client note accompanying 3rd quarter 2009 portfolio reports, discussing the continued turnaround in the markets.

Posted Thursday, October 8th, 2009.

This week I attended the Local Capital Summit in Denver, a gathering of small business owners and experts exploring ways to make local businesses more vibrant.

Posted Thursday, September 3rd, 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.

Posted Tuesday, August 18th, 2009.