New Financial Instrument Could Make Oil Investing More Accessible Montrose CO
By establishing new exchange-traded funds (ETFs) that are open to all investors, trading in oil futures will become more stabilized and more closely tie oil's value to its status as both a commodity and an asset. Read on.
Arlen Olberding
Guidepost Financial Planning
(970) 419-8212
19 Old Town Square, Suite 238
Fort Collins, CO
Arlen Olberding
Guidepost Financial Planning
(970) 419-8212
19 Old Town Square, Suite 238
Fort Collins, CO 80524
Expertises
Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Middle Income Client Needs, Hourly Financial Planning Services, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA
Data Provided by:
Connie Hancock
Petra Financial Advisors, Inc.
(719) 636-9000
2 North Cascade, Suite 720
Colorado Springs, CO
Connie Hancock
Petra Financial Advisors, Inc.
(719) 636-9000
2 North Cascade, Suite 720
Colorado Springs, CO 80903
Expertises
Estate & Generational Planning Issues, Tax Planning, Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Professional Athletes or Entertainers
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
Rick Simmons
Simmons & Associates, LLC
303-531-4010
1010 Depot Hill Suite 206
Broomfield, CO
Rick Simmons
Simmons & Associates, LLC
303-531-4010
1010 Depot Hill Suite 206
Broomfield, CO 80020
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Plan Investment Advice, Advising Employee Benefit Plan Participants, Tax Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA, Other
Data Provided by:
Matthew Kelley
Gold Medal Waters, Inc.
(720) 887-1299
1624 Market Street
Denver, CO
Matthew Kelley
Gold Medal Waters, Inc.
(720) 887-1299
1624 Market Street
Denver, CO 80202
Expertises
High Net Worth Client Needs, Advising Entrepreneurs, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Socially Responsible Investments, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®
Data Provided by:
Judith McNary
McNary Financial Planning, LLC
(303) 410-1745
14597 Benton Street
Broomfield, CO
Judith McNary
McNary Financial Planning, LLC
(303) 410-1745
14597 Benton Street
Broomfield, CO 80020
Expertises
Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Advising Entrepreneurs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA, MS
Data Provided by:
Robert Pyle
Diversified Asset Management, Inc.
(303) 440-2906
1113 Spruce St.
Boulder, CO
Robert Pyle
Diversified Asset Management, Inc.
(303) 440-2906
1113 Spruce St.
Boulder, CO 80302
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®
Data Provided by:
David Gardner
Yellowstone Financial Inc.
(303) 449-5552
1728 16th Street
Boulder, CO
David Gardner
Yellowstone Financial Inc.
(303) 449-5552
1728 16th Street
Boulder, CO 80302
Expertises
Ongoing Investment Management, Tax Planning, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MS
Data Provided by:
Paul Staib
Staib Financial Planning, LLC
303/346-5336
2 West Dry Creek Circle
Littleton, CO
Paul Staib
Staib Financial Planning, LLC
303/346-5336
2 West Dry Creek Circle
Littleton, CO 80120
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Hourly Financial Planning Services, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA
Data Provided by:
Judith McNary
McNary Financial Planning, LLC
(303)410-1745
104 Fallen Rock Road
Fraser, CO
Judith McNary
McNary Financial Planning, LLC
(303)410-1745
104 Fallen Rock Road
Fraser, CO 80442
Expertises
Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Advising Entrepreneurs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA, MS
Data Provided by:
James Watt
James L. Watt Financial Advisors, Ltd.
(970) 225-1440
6248 Buchanan Street
Fort Collins, CO
James Watt
James L. Watt Financial Advisors, Ltd.
(970) 225-1440
6248 Buchanan Street
Fort Collins, CO 80525
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Tax Planning, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CPA/PFS
Data Provided by:
Data Provided by:
Following a meeting of top energy consultants and industry experts, new action is underway that will allow everyday investors to benefit from oil's growing status as a financial asset. By establishing new exchange-traded funds (ETFs) that are open to all investors, trading in oil futures will become more stabilized and more closely tie oil's value to its status as both a commodity and an asset. See the following article from Money Morning for more on this.  Sometimes big things come from small meetings. As an example, consider one particularly contentious 1927 session at the Royal Institute of International Affairs that took place at Chatham House in the center of London's Westminster. It originated an idea now used worldwide - the famous Chatham House Rule. Under its most recent revision (2002), the Rule allows the participants of a meeting to use the information received there, but prohibits them from revealing the identity or affiliation of anyone else present. The Chatham Rule also governed the meetings I attended at Windsor Castle outside London from a recent Friday through to the early-morning hours of the following Monday. These meetings were the annual consultations of the Queen's Windsor Energy Group, which were meant to be private, high-level, discretionary advisories. This is one of the few "old boys" clubs left in the world where talk can translate directly into action. Twenty-seven of us comprised the formal consultancy under the Rule. We came from around the world to meet, review the year's energy developments, and make recommendations. We stayed in the castle and held closed sessions, where some very heavy hitters hammered out the "Windsor Perspective." About 50 other figures made up the audience at larger daytime sessions, although those individuals left the castle grounds each evening. The group included ambassadors of nine countries and representatives from five others; four British cabinet ministers; members of Parliament; officials from the Bank of England (BOE), the European Union, and the European Central Bank (ECB); as well as principals of major oil-and-gas companies. But the real action was in the small consultancy meetings. And here the Chatham Rule kicks in. I cannot mention the participants. I cannot give you the true flavor of the most enthralling policy debates I have ever experienced without violating the "who said what" part of the Rule. However, I can tell you what resulted. A strategy was worked out and recommended. It provides a new and more-direct avenue for investors to profit from what is coming. It will initially emerge in the way oil financing is worked out in London (now the leading center for such things). And you are literally hearing about it here first. The Oil Futures Bubble I intended to propose at Windsor a way to improve investor prospects in the new oil environment that's forming as the financial crisis levels off. ... |
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