Featured

Preparing for an Emergency: Where do I start?

As many of us know—and may have personally experienced—this December, dangerously high winds left large parts of Boulder County and the surrounding suburbs without power, in some areas for days. Those of you elsewhere in the country have other severe weather events to contend with. After...

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2026 Predicted to be Another Strong Year

Risks are everywhere from uncertain trade policy, geopolitical concerns, stubborn inflation, sagging consumer sentiment, lofty stock valuations and uncertainty surrounding AI adoption, but momentum and a relatively solid macro environment may translate into another strong year for stocks — at least, this is what analysts...

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Cracks in the Facade?

Markets continue to climb, led by capital investments in the Artificial Intelligence (AI) boom. However, cautionary signs are emerging, including decidedly negative headlines, lofty stock market valuations, talk of an AI bubble, and a deteriorating housing market. Last Friday (October 10th), President Trump threatened again to...

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Together with Our Community

We believe that meaningful engagement with our community is both a privilege and a responsibility. In 2025, we were fortunate to be able to sponsor three local events that furthered that mission. This spring, we again sponsored Able to Sail, a nationally award-winning US sailing camp...

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Hope Springs Eternal

Last week, on Earth Day, I was 10 stories tall! Let me explain. I was invited to attend the closing bell ceremony at NASDAQ in New York City on April 22. A small group of us attended educational sessions then we proceeded to view the...

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Market Update: Heightened Volatility Amid Rising Trade Tensions

Market Update: April 4th, 2025 Global equities declined again today following China’s announcement of retaliatory tariffs on U.S. imports. This escalation signals the early stages of what could become a prolonged trade conflict, potentially positioning the United States against key global economic partners. Tariffs, which are...

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