We were honored to host Mary Beth Franklin, CFP, for her workshop "COVID-19's Impact on Social Security Claiming Decisions," which was followed by a Q&A session. Topics covered included general claiming strategies, Colorado-specific rules, and planning best practices for spouses and singles.

Although many people are in the thick of the 2020 tax filing season, it is never too early to start planning around next year's taxes. With 2021 in mind, we have put together a tax guide to help you plan income, gifting, and capital gains strategies throughout the year. The information in our guide is a summary of publicly available data from the IRS. As always, we encourage you to consult with your tax professional for tax advice and filing assistance.

Last month, we were delighted to host cybersecurity expert John Sileo and his educational workshop "7 Steps to Keep Hackers Out of Your Privacy, Wealth & Work."

In his latest quarterly video update, Wally Obermeyer, President and Co-Founder, shares his thoughts on the trends that shaped the markets in 2020 and our firm's perspective moving forward in 2021. Click the video link below to learn more.

Thinking about falling ill or not being able to make decisions for yourself can be frightening, but having an estate plan in place can help ease your concerns. Many people are taking this time at home to update their estate plans, and if you don't have one in place, there's no better time to put it together.

On Thursday, August 13, 2020, we hosted our latest virtual event series gathering with around 100 clients and friends. The event featured happy hour cocktails and a fascinating presentation from Nora Abrams, director of the Museum of Contemporary Art Denver.