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.
Helpful Content
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.