Maximizing Your Investment Strategy with Tax-Loss Harvesting
September 12, 2024
At GHP Investment Advisors, we’re dedicated to enhancing your portfolio’s tax efficiency through strategies like tax-loss harvesting.
Category: News and Updates
What to Keep: The Essential Documents for Every Household
August 28, 2024
Keeping, storing, and destroying documents: what should you do and how should you do it? Read this guide to find out more.
Colorado First Step: Save From the Beginning
July 26, 2024
In this article we detail how to use the Colorado First Step program and 529 Plans to save for your child's -- or grandchild's -- future educational costs.
VIDEO: Financial Planning Process
May 21, 2024
Watch our latest video detailing our Financial Planning Process. Financial and retirement planning for most is a daunting and complicated process. Ensuring you have sufficient wealth accumulation and preservation requires meticulous...
VIDEO: 2024 Economic Forum
May 21, 2024
The theme of our 2024 Economic Forum was Securing Tomorrow: Addressing the Government Fiscal Crisis. Our speakers Brian Friedman, Carin Wagner, and Mike Sullivan, and MC Christian Lewton, discussed the...
VIDEO: GHPIA – February 2024 Market Update
March 1, 2024
Catch the latest insights on the market with a replay of our recent webinar. Brad Engle, our Director of Research, Trading, and Portfolio Analytics and Christian Lewton, our Chief Investment...
GHP Investment Advisors 2023 Economic Outlook Forum
May 30, 2023
The theme of GHP Investment Advisors' 2023 Economic Outlook Forum is “Short-term Pitfalls, Long-term Prosperity”. GHPIA advisors Brian Friedman, Mike Sullivan, Sebrina Ivey, Reed McCoy, and Carin Wagner discuss the...
Understanding Why Silicon Valley Bank Failed
March 14, 2023
On Wednesday March 8th SVB Financial Group (SIVB), the holding company for Silicon Valley Bank, announced a recent sale of $21 billion from their bond portfolio as well as their...
Debt Ceiling Showdown in Congress – We’ve Seen this Movie Before – But it Can Get Messy
January 27, 2023
Last week U.S. gross federal debt (debt held by the public and traded on the open market and intragovernmental debt or debt that one government entity owes to another) breached...
VIDEO: GHPIA – Outlasting the 2022 Bear Market
November 22, 2022
As the year draws to a close, stocks remain in a trough while punishing inflation levels persist at multi-decade highs. Although these challenges will clearly spillover into 2023, there is...
VIDEO: GHPIA 2022 Economic Outlook Forum
May 12, 2022
The theme of GHPIA's 2022 Economic Outlook Forum was "Navigating Rough Waters." Watch the video, in which GHPIA's advisors assess current market opportunities and economic risks and explain the guidelines...
VIDEO: GHPIA Investment Risk Series: Financial and Fiscal Risk
July 15, 2021
Our series on how we think about investment risk and reward continues with this installment, which looks at the impact that public debt has on the economy and markets. Learn...
VIDEO: GHPIA’s 2021 Economic Outlook Forum
May 14, 2021
At our recent Economic Outlook Forum, GHPIA's advisors assessed the post-pandemic economy and the opportunities and risks investors face amid the recovery. Watch it here.
VIDEO: The GHPIA Investment Risk Scorecard: Profit Stability Score
April 15, 2021
As our series on how we determine risk and reward continues, learn about our Investment Risk Scorecard and how we separate companies with dependable profits from riskier firms with...
VIDEO: Applying the GHPIA Valuation Benchmarks: Part 2 — 2008 Financial Crisis
February 17, 2021
Learn how GHPIA evaluates risk and reward in our investment selection process. Our ongoing series of short videos about our benchmarking process continues with a case study of the 2008...
VIDEO: Applying the GHPIA Valuation Benchmarks: Part 1 — 1999 .com Stock Bubble
December 9, 2020
How does GHPIA evaluate risk and reward when we choose investments? Learn how in our ongoing series of short videos about our time-tested benchmarking process, which begins with this one,...
How Will the Election Affect Your Investments?
October 22, 2020
Investors may be wondering what moves they should make to cushion their portfolios against the possible repercussions of the 2020 presidential election. But as our research shows, in the long...
Estimating the Pandemic’s Global Impact
March 31, 2020
Our planetary economy last suffered a synchronized recession of this potential magnitude during the Great Depression. But this time, the recession may not be as great, nor the recovery as...
VIDEO: GHPIA’s Coronavirus Town Hall
March 25, 2020
Watch our recent webinar, in which GHPIA team leaders Brian Friedman, Mike Sullivan, and Carin Wagner discussed the economic and financial impact of the COVID-19 pandemic and how GHPIA is...
Financial New Year’s Resolutions: Self-Help Promises for Financial Well-Being You Can Actually Keep
January 3, 2020
Here’s a set of financial New Year’s resolutions that anyone can follow. Even just doing a few of these will help improve your financial health.
