(Re)Balanced

My family recently had the opportunity to go on a guided fishing trip at Blue Mesa Reservoir. Spanning 20 miles in Gunnison County, Blue Mesa is Colorado’s largest body of water and one of the largest high altitude bodies of water in the United States. It is also home...

Investing for Economic Justice

The events of the last few months with the shootings of unarmed black men and a woman and the extreme health crisis leading to continued economic disparity for women and people of color (higher unemployment rates1 and intensifying income inequality2) have resurfaced...

The Election

The 2020 election represents our sixth presidential election advising clients. Many voters felt that each of these elections reflected the increasing polarization of America and represented a “do-or-die” battle for the soul and future of our country. That emotional...

Non-US Developed Markets Outlook

The Non-U.S. Developed markets—defined primarily by Western Europe, the United Kingdom, and Japan—have struggled over the last several years from slowing economic growth, less effective monetary policy, political uncertainty, little to no fiscal stimulus, and concerns...

The Value of Pensions

Amid a pandemic, a recession, and an upcoming election, changes to pension rules are easy to miss. However, the US Department of Labor’s rule change[i] proposed last Tuesday, June 23, would profoundly complicate the already challenging task of effectively...