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Colorado Financial Advisor
Models & Library
Colorado Financial Advisor Models & Library
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Colorado Springs
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Left click on links below to view .PDF files and Excel spreadsheet models, charts, data and documents. If asked for a User name or password, click on Cancel to proceed. Please report any problems so they may be corrected. To download Acrobat Reader for viewing .PDF files click here.
2. Dynamic Asset Allocation .PDF brochure- explains how active money managers use computer models to reduce risk and increase returns by selecting the best investments for current market conditions and selling poor performers to minimize losses. 3. Microsoft Excel Viewer Free utility from Microsoft for individuals that do not have Microsoft Excel installed. Download and install to view and print Excel spreadsheets. (For Windows based computers.) 4. Sector rotation Sector_Rotation.DOC 5. Colorado Economy www.coloradoeconomy.com/coecon.html 6. Stock Market History, Since 1920, Monthly Data MarketHistory.PDF See the recent and long-term trends in the S&P500, NASDAQ, DJIA and NYSE stock indexes, plus the CRB Commodity Futures Index, which shows price trends for natural resources. 7. Mutual Fund HQ Geographic Location List MutualFundHQ.XLS 8. Asset Protection/Estate Planning
Matrix AssetProtectionPlan.XLS 9. Rental Property
Analyzer RentalPropertyAnalyzer95.XLS 10. Colorado LLC Statutes.PDF If you have an LLC, be sure to read and follow the LLC laws. Check periodically for changes in the laws. We suggest keeping a copy of the laws in your LLC records book. We also have copies of the LLC laws for other states. Contact us for more information. 11. Colorado
Homestead Exemption laws.PDF Learn how to use the homestead
exemption laws to protect your home equity from lawsuits. Contact us for
more information. 13. QuitClaimDeed.PDF A sample QuitClaim Deed form used to transfer ownership. Work with a real estate attorney and a title company when transferring real estate. Check with your lender regarding "due on sale" provisions in your loan agreement before transferring ownership. Don't forget to contact your insurance agent about the change in ownership. 14. RentToOwnAddendum.PDF A sample Rent To Own (lease/purchase option) form used to give tenant/Buyer an option to buy the property they are renting. Use a real estate attorney to review all legal documents. 15. Colorado Small Claims Court Handbook Useful guide for understanding Colorado small claims court procedures. 16. Colorado Health Care Availability Act Statutes.PDF For physicians, dentists, nurses and other health care professionals, read the laws regarding medical malpractice liability limits under Colorado tort reform. Seek legal counsel for legal questions. Contact us for questions on asset protection strategies. 17. Terrorist Training Manual, Lesson 4,
Renting Apartments Terrorist_Manual_Apartments.DOC 18. Retirement Savings Calculator RetirementSavingsCalculator.PDF Use this calculator table to estimate how much you will need to save for retirement to produce your desired retirement income. 19. Diversified Commodity Index Comparison Compares the composition of several commodity indexes and natural resource funds. For education purposes only, not an investment recommendation. PRESENTATIONS 1. Managing Flexible Portfolios Using Investment Trend Scores PowerPoint presentation in PDF file explaining flexible portfolios and a point scoring system used to sort and select investments by computer analysis with TeleChart technical analysis software or Excel spreadsheet. When done viewing, click the BACK button on web browser to return here. Other Models We have other data and models of economic indicators, financial markets, stocks, options, mutual funds, ETFs, and 401k plans.
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