Why You Need to Swim Like a Shark

One of our niche markets is working with Entrepreneurs across the Denver, Colorado, and the country.  I have spent hours and hours listening to successful business owners.  Through this experience, I recognized the successful business owners always moved forward.  This also translated into my experience with the psychology of investing

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Pre-tax or Roth Contribution?

ACE Wealth Partners LLC is one of the leading firms in Denver providing 401(k) management for small businesses.  We offer impeccable service regardless of whether it is a three-person law firm, or a five hundred-person engineering firm.  Our 401(k)s offer both a pre-tax and Roth contribution option.  Which is the

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Enhanced Returns: Timing TIAA Real Estate

TIAA Real Estate is a unique account which provides direct ownership interest in commercial real estate.  It offers an asset class not widely available to individual investors.  The returns of TIAA Real Estate and the corresponding unit values are affected by the value of the underlying commercial properties along with

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The Value of a TIAA Wealth Management Advisor

TIAA and Fidelity offer Wealth Management Advisors (WMAs) to university employees with $500,000 or more in investible assets with their company.  Wealth Management Advisors provide a very basic financial plan and peace of mind to their clients in the beginning – best of all, there is no charge. A “Free”

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Avoid Disaster With a Guaranteed Period

TIAA-CREF offers multiple income options heading into retirement.  These decisions include various options from rolling over an accumulation to an IRA to taking a lifetime annuity.  When looking at the latter, there are also multiple decisions to be made surrounding lifetime annuity options.  After deciding to use a lifetime annuity

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Socially Responsible Investing – An Overview

Why Should I Care? Petrochina Company Limited is the largest oil producer in China and has the largest market capitalization of any company in the world. Petrochina’s stock is traded on multiple exchanges including the New York Stock Exchange (NYSE: Symbol PTR). In 2008, the company issued the largest bond

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