Northstar Insights
Keeping Your Information Safe
When we hear headlines about hackers getting into U.S. government networks, we are reminded that there are many bad actors putting a lot of effort
The Advantages of Working with a Small Firm
Investors have a wide range of options to choose from when it comes to financial advice. Banks, insurance companies, brokerage houses, wealth management firms and
Meet the First Recipient of the Northstar Investment Advisors Scholarship
In August, we awarded the first Northstar Investment Advisors Scholarship to Miquel Moroyoqui, a senior studying finance at Metropolitan State University of Denver. We wanted
Investing in a 529 Plan
If you are like most people saving for college is a daunting task and financially it seems overwhelming to even get started. However, the good
Northstar Launches Scholarship to Increase Diversity in Finance
Last month, Northstar marked its 25th anniversary with an announcement that we had launched a scholarship fund for finance students at Metropolitan State University of
Celebrating 25 Years
Twenty-five years ago this month Fred Taylor, Dick Kopp, Moses “Tony” Taylor and I upended our otherwise routine lives to start Northstar. Although the four
Lower Rates Lower Returns
At its last meeting, the Federal Reserve said it expects to keep interest rates near zero through 2022. The move is mean to bolster the
The Fed Lifts Markets
If you are trying to figure out why the stock market has been going up while the economy is going down, you probably don’t have
Retired, Now What Should You Do?
If you are retired and need to live off the income from your investment portfolio, this is a particularly challenging time. The rule of thumb
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