Blog

Farmers Market season is upon us! Here in Boulder, it began in early April, and will run through the end of November. Every Wednesday and Saturday in downtown Boulder near our office, small farms and vendors from the area come to sell their fresh food and wares. Late spring through fall is the time when locally sourced […]

As the saying goes…if you know one family office, you know one family office.  Do you ever wonder how yours stacks up to others?  Print and fill out this chart (PDF) to find out… and after completing, we’ll help you assess.

Recently, I Love Marketing’s co-founder Joe Polish interviewed The Wealth Conservancy’s Myra Salzer in a segment titled How to Build, Protect, and Pass On Your Wealth. The podcast is part of a series for people who want to keep innovating and learning. In this interview, Myra and Joe address topics of interest to both wealth […]

We stumbled upon an incredible 3-minute TEDX Boulder talk given by Grant Blakeman.  He speaks about how the number of choices we have in the 21st century affects us on a daily basis, and how minimalism can help to ease the hectic-ness of life. He points out that while an abundance of choices can be amazing, it […]

So many websites today require you to create a login and password to get access to the site, whether it’s Facebook, Pinterest, Amazon, or your banking institutions. This means creating login after login after login, for each site that you visit. It can be quite the hassle, from trying to remember the various passwords to going through […]

Workshop Co-Facilitated by Kristin Keffeler, Courtney Pullen, & Myra Salzer April 29 – May 1, 2015 in Denver, Colorado The founders of Kinetic Enterprise, Pullen Consulting, and The Wealth Conservancy have teamed up to co-facilitate the Fun, Funds & Freedom Workshop, a safe and confidential environment where inheritors can explore their relationship with their money […]