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At Horsetooth Financial, LLC/First Allied Securities we understand that each client's financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it's saving for your children's college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.  

 

Horsetooth Financial Outlook/ Winter 2019 Edition         

Securing Your Financial Future/Evaluating the Rising Economy

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Horsetooth Financial Outlook / Fall 2018 Edition         

Squeezed by Competing Needs/ U.S. Stock Market-Positive Growth with Positive Policies

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Horsetooth Financial Outlook / Summer 2018 Edition         

Estate Planning for Complicated Family Situations / The Growth vs. Value Conundrum

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Horsetooth Financial Outlook / Winter 2018 Edition         

Special Tax Issue

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Horsetooth Financial Outlook / Fall 2017 Edition         

Estate-Planning Tip for Baby Boomers / Complacency Is Not Your Friend

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Horsetooth Financial Outlook / Summer 2017 Edition         

Consider These Investment Tax Stratigies / The Fiduciary Rule - Who Am I and What Do I Do?

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Horsetooth Financial Outlook / Winter 2017 Edition         

Risk Tolerance and Your Retirement Portfolio / Time for Government to Work

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Horsetooth Financial Outlook / Fall 2016 Edition         

Estate Planning Checklist / The Year of Exceptional

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Horsetooth Financial Outlook / Summer 2016 Edition         

Federal Reserve Policies and Their Economic Impact / Investing Before and During Retirement

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Horsetooth Financial Outlook / Winter 2016 Edition         

7 Psychological Traps That Make You a Worse Investor / 2016 — The Issues and The Election

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Horsetooth Financial Outlook / Spring 2015 Edition         

Get These Decisions Right / Fees, Commissions, Fiduciary

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Horsetooth Financial Outlook / Summer 2014 Edition         

Finding a Balance between Risk and Return

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Horsetooth Financial Outlook / Winter 2014 Edition         

Your Financial Roadmap / Women and Finances

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Horsetooth Financial Outlook / Fall 2013 Edition

The Basics of Retirement Planning / Expertise Matters

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Horsetooth Financial Outlook / Summer 2013 Edition

Drawing a Road Map / Caught in the Middle

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Horsetooth Financial Outlook / Spring 2013 Tax Edition

New Act Changes Many Individual Tax Provisions More Certainty For Estate Planning

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Horsetooth Financial Outlook / Fall 2012

What Happened to the Savings Crisis? Dividends, Tax Cuts, and Spending - NOT Just Another Election Year

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Horsetooth Financial Outlook / Fall 2011

Estate Tax Exclusion Poses Opportunities and Challenges  
Fear Factor or Opportunity Factor?

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Horsetooth Financial Outlook / Summer 2011

What is Important?!?!

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Horsetooth Financial Outlook / Winter 2011

Simple Investment Advice in Complex Times

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Horsetooth Fin'l Outlook Summer 2010

Thoughts on The Summer of Discontent

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Horsetooth Financial Outlook / Spring 2010

Easing Into Retirement

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Horsetooth Financial Outlook / Winter 2010

Retiring in a Weak Economy / The American Gut-Check

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Horsetooth Financial Outlook / Summer 2009

Is It Time to Rethink College? Three Investment Themes for the Future

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Horsetooth Financial Outlook / Fall 2009

The Benefits of Roths/ The Battle For a Victorious Portfolio

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