Financial Advisor and Wealth Management in Vail, Colorado
High Country Capital Management is a fee-only independent registered investment advisor with offices in Vail, Montrose and Grand Junction, Colorado. HCCM serves the Colorado communities of Vail, Avon, Edwards, Eagle, Crested Butte, Montrose, Telluride, and Grand Junction, as well as communities across the state and nation.
A Distinctive Approach to Wealth Management
Since 1995, HCCM has provided individuals, families, and institutions with unbiased, professional investment planning and advice. The firm is dedicated to helping clients achieve their financial and investment goals. We employ a disciplined, systematic investment approach that includes quarterly investment review meetings. Learn more about our investment philosophy.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Technology tips to make your next trip even better.
An inside look at how marginal income tax brackets work.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How will you weather the ups and downs of the business cycle?
With alternative investments, it’s critical to sort through the complexity.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”