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Boulder Investment Group was established in 2008 and designed to be an independent investment advisory practice. Being “independent” means that the investment advice you receive comes with no strings attached or hidden agendas through obligations to a parent organization. At Boulder, we have access to an enormous selection of investments and the freedom to customize an investment portfolio that is designed to meet your needs. Because we’re independent, we have no requirement to use proprietary products. Our focus is squarely on you and the best investments available to achieve the results you desire.

Helpful Content

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

 

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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