facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Timely Reports

Change of Seasons provides an insightful look under the hood of various investment strategies including process, holdings, highlights and challenges.   

                                                         Subscribe to Change of Seasons

Change of Seasons Report: July 2nd, 2019

The New Power Fund (www.newpowerfund.com) is our very unique, separate account investment strategy that could be described in several ways. It is a pure green, clean energy strategy that incorporates supporting emerging technologies. It is a game changer’s strategy investing in companies that challenge the status quo leading to a more efficient, cost-effective, and informed way of life. It is a portfolio of pure plays with plenty of risk and plenty of reward, driving capital toward companies that make a positive change (Impact Investing!). I personally love it despite the inherent volatility of the program. It’s been a while since we did a strategy profile on our New Power investment strategy. Some think that in a Trumpian ecosystem, companies that provide real solutions to climate change and carbon emissions would be suffering. As we are now crossing into the second half of 2019, I urge you to consider what is really happening in this space.

Read More

Change of Seasons Report: January 18, 2019

Most will be glad to have 2018 in the rearview mirror. There were some historic moves in equities and commodities that made it difficult to earn any return last year. The attitude has shifted to managing risk for the time being, until some of the volatility subsides.

Read More

Change of Seasons Report: September 30th, 2018

Fall has arrived! There have been some interesting cross-currents this year that have presented us with some challenges and opportunities. We have been expecting a low return year after last year’s gains. The equity rally has been focused in US markets and more specifically in technology, while most bond market indexes are down on the year. Despite the long-term argument for diversification, 2018 has not been a great year for a diversified portfolio.

Read More

Change of Seasons Report: June 30th, 2018

Solution Series Live August 28, 2018 from 5 – 7 pm – “Efficient Transfer of Wealth” Please join us for our next Solution Series Live presentation on August 28, 2018 from 5:00 – 7:00 p.m. in our office at 731 Sherman St, Denver, CO 80203. Wealth transfer is a complex affair for many families. It involves the planning and execution of a strategy to shift the wealth created by the current and/or prior generations, into the possession and control of the next or even subsequent generations. A successful transfer of wealth should include family values, tax efficiency and execution over time. Wealth transfer means not only uniting your family behind your assets, but, more importantly, protecting those assets in transition.

Read More