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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

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

 

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Building Your Legacy

A four-step framework for building a personal legacy.

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How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

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