What Makes a Great Financial Plan?

What Makes a Great Financial Plan? September 1, 2021 Dominick Paoloni, CIMA®CIO & FounderPortfolio Manager, IPSAXAdjunct Professor, University of Denver& University of Colorado I have found over my 30 + years in the financial community that most financial plans are very plain vanilla templates. Yes, all financial plans contain the six tenants of Tax Planning, Insurance Planning, Retirement Planning, Estate Planning, Cash Flow Planning, and Investment Planning. Most planners have…

The Best Looking Horse in the Glue Factory

The Best Looking Horse in the Glue Factory April 1, 2021 Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Adjunct Professor, University of Denver & University of Colorado “The Democrats will print money wildly causing the dollar to crash, causing hyper-inflation which will put the market into a tailspin not seen since 1922”. This mantra is being spun by the mainstream media. Since the election I have gotten a…

Go Green with a Green Hedge

Go Green With A Hedge January 1, 2021 Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Adjunct Professor, University of Denver & University of Colorado As the significant environmental and societal challenges facing us in the 21st century become ever more apparent, more and more investors are looking to invest in socially responsible ways.  Recognition of the importance and power of sustainable, responsible, and impact investing is leading to a…

The Perfect Income Strategy

The Perfect Income Strategy September 20, 2020 Dominick Paoloni, CIMA® CIO & Founder Portfolio Manager, IPSAX Adjunct Professor, University of Denver & University of Colorado Jay Powell, the head of the federal reserve bank who controls interest rates has said many times, “We are not thinking about, thinking about raising interest rates for a long, long time”. This means that pensions, endowments, retirees, and investment managers that rely on low…