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Portfolio Endurance

Portfolio Endurance

The need for retirement planning doesn’t end with the onset of retirement. A new retiree’s focus shifts from building wealth to managing and preserving it. One major challenge is to make the investment portfolio supply cash flow for the duration of life—and through different economic and market conditions. Experts have studied portfolio longevity or endurance […]

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Protect Yourself from Furnace Fraud

From the Denver District Attorney’s Office: As the nights get cooler and thoughts turn to winterizing the home, con artists who pose as furnace inspectors start making an appearance. Dressed as utility company or city employees, they will often use scare tactics such as concerns about gas buildup, or fears about high carbon monoxide levels […]

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Managers vs. Markets

Managers vs. Markets

Proponents of active management believe that skilled managers can outperform the financial markets through security selection, market timing, and other efforts based on prediction. While the promise of above-market returns is alluring, investors must face the reality that as a group, US-based active managers do not consistently deliver on this promise, according to research provided […]

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Painting Home Addresses on Curbs: Don’t Waste Your Money

From the Denver District Attorney’s Office: A flyer showing up in Denver neighborhoods is urging homeowners to have their home address painted on the curb, suggesting it is important for “public safety.” The suggestion is FALSE. Contrary to popular belief and claims made in the flyer, emergency responders, including the fire department and paramedics, do […]

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Fixed Income Risk in Your Portfolio

With interest rates near historical lows, some investors may be anxious about a possible rate climb and its potential impact on their fixed income investments. Rising interest rates typically cause existing bonds to lose value. While investors might hold short-term instruments to manage this risk, an interest rate decline could spoil this strategy by forcing […]

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Where is your office located?

Our main office is located in Boulder at 4551 13th Street, Boulder, CO 80304 We also have other conference room facilities where we meet with clients throughout Colorado – in cities such as Fort Collins, Denver, Littleton, Lone Tree and the mountains. (In fact, we love taking trips to treat with clients on the western […]

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How much does a financial advisor cost?

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Over the years we’ve begun to wonder if prospective clients are truly aware of all the financial advisor fees and costs that go into a relationship with a financial advisor. At Gold Medal Waters, we’re transparent in how we do this, but we’ve found that not everyone realizes the extent of the financial advisor fees […]

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Do you offer a free financial consultation?

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Yes.  In fact, we offer two complimentary financial consultation meetings at no charge to you. Our firm designed a series of meetings to learn about your unique financial needs and then work towards your goals.  In the first financial consultation, our advisors ask a lot of questions as we get to know one another.  We listen […]

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Does Gold Medal Waters employ fiduciary investment advisors?

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Wikipedia posts the fiduciary definition as follows: A fiduciary duty (from Latin fiduciarius, meaning “(holding) in trust”; from fides, meaning “faith”, and fiducia, meaning “trust”) is a legal or ethical relationship of confidence or trust between two or more parties. Gold Medal Waters takes its fiduciary duty seriously and it acts as a fiduciary in […]

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Do you post your average investment returns online?

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No.  We don’t really have any “average investment returns.”  We start each portfolio for each client at different times and we base our portfolios on a number of factors such as risk tolerance and suitability.  In addition, while we think achieving a investment returns is one “part” of the total wealth management platform, we believe that […]

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