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