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Comprehensive investment experience and services.
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 2022
The Colorado Armageddon.
Horsetooth Financial Outlook / Fall 2021
Saving Strategies Based on Personal Goals.
Horsetooth Financial Outlook / Spring 2021 Edition
Your Financial Roadmap/ Handling the Financial Aspects of Death.
Horsetooth Financial Outlook / Summer 2020 Edition
Avoid These Investor Mistakes / Politics, Journalism and the Truth
Horsetooth Financial Outlook / Winter 2020 Edition
Ways to Save for Retirement/ 2020 - A Visionary Year
Horsetooth Financial Outlook / Summer 2019 Edition
Summer Vacation? In the U.S., but not Globally
Horsetooth Financial Outlook / Winter 2019 Edition
Securing Your Financial Future/Evaluating the Rising Economy
Horsetooth Financial Outlook / Fall 2018 Edition
Squeezed by Competing Needs/ U.S. Stock Market-Positive Growth with Positive Policies
Horsetooth Financial Outlook / Summer 2018 Edition
Estate Planning for Complicated Family Situations / The Growth vs. Value Conundrum
Horsetooth Financial Outlook / Winter 2018 Edition
Special Tax Issue
Horsetooth Financial Outlook / Fall 2017 Edition
Estate-Planning Tip for Baby Boomers / Complacency Is Not Your Friend
Horsetooth Financial Outlook / Summer 2017 Edition
Consider These Investment Tax Stratigies / The Fiduciary Rule - Who Am I and What Do I Do?
Horsetooth Financial Outlook / Winter 2017 Edition
Risk Tolerance and Your Retirement Portfolio / Time for Government to Work
Horsetooth Financial Outlook / Fall 2016 Edition
Estate Planning Checklist / The Year of Exceptional
Horsetooth Financial Outlook / Summer 2016 Edition
Federal Reserve Policies and Their Economic Impact / Investing Before and During Retirement
Horsetooth Financial Outlook / Winter 2016 Edition
7 Psychological Traps That Make You a Worse Investor / 2016 — The Issues and The Election
Horsetooth Financial Outlook / Spring 2015 Edition
Get These Decisions Right / Fees, Commissions, Fiduciary
Horsetooth Financial Outlook / Summer 2014 Edition
Finding a Balance between Risk and Return
Horsetooth Financial Outlook / Winter 2014 Edition
Your Financial Roadmap / Women and Finances
Horsetooth Financial Outlook / Fall 2013 Edition
The Basics of Retirement Planning / Expertise Matters
Horsetooth Financial Outlook / Summer 2013 Edition
Drawing a Road Map / Caught in the Middle
Horsetooth Financial Outlook / Spring 2013 Tax Edition
New Act Changes Many Individual Tax Provisions More Certainty For Estate Planning
Horsetooth Financial Outlook / Fall 2012
What Happened to the Savings Crisis? Dividends, Tax Cuts, and Spending - NOT Just Another Election Year
Horsetooth Financial Outlook / Fall 2011
Estate Tax Exclusion Poses Opportunities and Challenges
Fear Factor or Opportunity Factor?
Horsetooth Financial Outlook / Summer 2011
What is Important?!?!
Horsetooth Financial Outlook / Winter 2011
Simple Investment Advice in Complex Times
Horsetooth Fin'l Outlook Summer 2010
Thoughts on The Summer of Discontent
Horsetooth Financial Outlook / Spring 2010
Easing Into Retirement
Horsetooth Financial Outlook / Winter 2010
Retiring in a Weak Economy / The American Gut-Check
Horsetooth Financial Outlook / Summer 2009
Is It Time to Rethink College? Three Investment Themes for the Future
Horsetooth Financial Outlook / Fall 2009
The Benefits of Roths/ The Battle For a Victorious Portfolio