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Questions to Ask a Financial Advisor

Finding a good financial advisor can be a daunting task. However, if you take your time and do your research you may be able to avoid receiving poor advice. Many industry brokers or financial advisors lack the training, knowledge, and sometimes even experience, to truly benefit their clients’ financial planning. Add to this that many …

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Bond yield strategy or total return strategy?

Bond yield strategy or total return strategy?

How should you invest for retirement? Should you use a fixed income strategy or seek a total return strategy? Times change and how we invest has changed over the years as new scientific study better explains how the stock market works and more encompassing ways to invest across the markets. The traditional approach was to …

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Boulder Charitable Advisors give back at Community Food Share

Boulder Charitable Advisors give back at Community Food Share

The Gold Medal Waters team of charitable advisors spent a morning volunteering at the Community Food Share of Boulder County. Upon arriving at the food warehouse, Sue, the Volunteer Coordinator, told the team about the mission, sources of donations, and programs supported by Community Food Share. Then the team entered the impressive food warehouse and began by …

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Executor Assistance: What to Keep in Your Safe Deposit Box

Many of us have Safe Deposit Boxes and hopefully, all of us have our Estate Planning documents in order. But where should you keep everything? What information will your Executor need? The following “Letter to My Executor” will help you decide what is important and where it belongs. If you get organized now, updating it on an …

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Social Security Benefits: Using the Social Security Estimator online

Curious about your Social Security benefits? Notice you’re no longer receiving annual Social Security Benefits statements? The Social Security office is no longer mailing out those statements but you can estimate social security benefits yourself online. Here’s a do-it-yourself guide to help you navigate the Social Security website and use the Social Security Estimator. First …

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Thinking of Using Multiple Financial Advisors? Think again!

Many investors understand the principle of diversifying their investment portfolio, and some consider applying that principle to their investment professionals as well. Knowing that multiple asset classes increase diversification and potentially reduce risk during a recession, they think that multiple financial advisors might do the same. It sounds logical, but let’s examine this concept more …

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Estate Planning for Seniors: Who Wants All This Stuff?

We spend a lot of time in the first part of our lives accumulating stuff. We nest. We create a home for ourselves and maybe a family. We spend a lot of money on that stuff and we prize it highly. Some things have more of a sentimental or emotional value, perhaps to us, and …

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Investment Advice for Physicians from Denver Financial Advisor

Matthew Kelley, CEO of Gold Medal Waters, a Boulder and Denver Financial Advisor, offers advice to physicians on avoiding bad investment decisions in the Medscape article, Doctors’ Worst Investments Ever. Click here to read the full article.

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Goldman Sachs, Greg Smith & What It Means to be a Fiduciary

I grew up next to a cornfield in Syracuse, New York. To me, a boy at the time, that cornfield was the most wonderful place on earth.  Sometimes, my friends and I would disappear into that field for hours at a time playing hide-n-seek or tag. Other times, we would sit on the outskirts and …

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Google recognizes Boulder and Denver Financial Advisor

Google Enterprise Blog recognizes Boulder and Denver Financial Advisor, Gold Medal Waters’ use of Google Apps to focus on excellent client service. To read the post, click http://googleenterprise.blogspot.com/2012/03/google-apps-helps-gold-medal-waters.html

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