Mountain Money Blog

1st Quarter Client Note

By Steven Smith | April 9, 2011

Despite extraordinary seismic (Japan) and geopolitical (Tunisia, Egypt, Libya) events during the first quarter, the equity markets experienced a strong gain. The S & P 500 Index returned 5.92%. The Dow Jones Industrial Average, up 6.41%, had its best first quarter since 1998. Mid and small-cap stocks continued to outpace large company stocks and for […]

SustainaBiz 2011

By Steven Smith | April 4, 2011

Once again RightPath, is a sponsor of SustainaBiz (http://bookwhen.com/sustainabiz), the third annual conference on sustainable business practices co-sponsored by Summit Independent Business Alliance and Our Future Summit. Held on April 27, this is a great, community oriented all-day event dedicated to making sustainability a reality. There will be speakers, panels and round tables, all geared toward […]

Social Enterprise Forum

By Steven Smith | March 4, 2011

I will be appearing on a panel at the Wednesday, March 9, 2011 Our Future Summit monthly meeting. The topic of the forum is “Social Enterprise: Applying innovative business models and risk capital to solve social problems.” The forum is scheduled from 7:00 to 9:00 pm at the Summit County Community & Senior Center in […]

Live from SRI in the Rockies

By Steven Smith | November 19, 2010

Here I am in San Antonio at SRI in the Rockies, the annual conference for socially responsible investing professionals.

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

By Steven Smith | 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.

1st Quarter Client Note

By Steven Smith | April 19, 2010

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

4th Quarter Client Note

By Steven Smith | January 23, 2010

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

3rd Quarter 2009 Client Note

By Steven Smith | October 8, 2009

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

Local Capital Summit

By Steven Smith | September 3, 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.

Welcome to Mountain Money Blog

By Steven Smith | 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.

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