Mountain Money Blog

Investment Portfolio Construction for Heroes

By Steven Smith | September 24, 2012

True investors know how to replace the heroic hope of speculation with long-term, structured strategy. You can avoid the heroics by building and maintaining an investment portfolio guided by your personal goals and the robust evidence on how markets have delivered long-term returns.

2nd Quarter Client Note

By Steven Smith | July 10, 2012

Questions whirling around such global and fundamental issues as how the Eurozone and Greece will hammer out an agreement and the on-going uncertainty of the U.S. political scene in this presidential election year led to modest domestic declines and even greater declines in the international markets.

Summit Foundation Educational Workshop: “Saving the Family Cottage”

By Steven Smith | July 6, 2012

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.

Preparing for Disaster and Preventing Financial Ruin: 5 Lessons from a Wildfire Victim

By Steven Smith | June 25, 2012

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.

Compelling Interview With SEC Chairman Mary Schapiro

By Steven Smith | June 5, 2012

In this compelling interview, fellow Franklin & Marshall College alum Mary Schapiro discusses how her previous experiences shape her SEC leadership today, as well as the benefits of collaboration, the ways that the SEC uses the advisor perspective in developing policy, and how the SEC will move past the 2008 financial crisis with certain safety nets having been removed by Congress. For anyone interested in how the markets will be regulated moving forward, this interview at the Investment Company Institute Conference is 43 minutes well spent!

Giving Back: Consider Real Estate for Charitable Giving

By Steven Smith | May 22, 2012

Occasionally, thinking outside the box is the best course in developing a charitable giving plan. Donors can use almost any kind of property to fund a charitable gift. It pays to conduct a thorough analysis of the various possibilities from tax, financial and legacy perspectives.

1st Quarter Client Note

By Steven Smith | April 14, 2012

The S&P 500 Index rose 12.59% during the quarter. This was on top of an 11.82% increase in the 4th quarter of 2011, reaching a four year high in March. After a difficult 2011, international developed markets stocks rose nearly 11% and emerging markets increased by 13.65%. Even Japan, the ultimate financial zombie, marked its […]

Children and Philanthropy

By Steven Smith | February 24, 2012

Denver Post columnist Bruce DeBoskey continues to nail it in his On Philanthropy column. This week’s column, on the subject of engaging children in philantropy, is chock full of ideas and resources for getting kids away from their computer screens and out there making a contribution. Involving children (and grandchildren) in philanthropy is a great way for […]

Tax Update: The Certainty of Uncertainty

By Steven Smith | 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.

Expanding Your Horizons: Examining the Role of Global Bonds

By Steven Smith | January 25, 2012

Historically low interest rates have tempted some fixed income investors to wander off course into exotic and untested new strategies. But there is a prudent way to expand your investment horizons into global bonds.

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