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Steve Smith
Steve Smith
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  • Frisco, CO
  • United States
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Steve Smith's Friends

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Steve Smith's Discussions

Workshop on Family Wealth Management and Philanthropy

Started Sep 8, 2010 0 Replies

It is approaching last call to register for a workshop on family wealth management and philanthropy I am pleased to be moderating on behalf of The Summit Foundation. The event will be held on…Continue

My Quarterly Newsletter

Started this discussion. Last reply by Steve Smith Jun 23, 2010. 2 Replies

Good Morning -- I just published my RightPath quarterly newsletter. There's an article about what's going on with the federal estate tax and also a piece that has my take on the Goldman Sachs…Continue

Socially Responsible and Sustainable Investing at the Earth Day Action Fair

Started this discussion. Last reply by Steve Smith May 25, 2010. 2 Replies

I will be hosting a booth on socially responsible and sustainable investing at the Earth Day Action Fair this Thursday evening from 6-9 pm at the Silverthorne Pavilion. Hosted by High Country…Continue

Financial Markets in Perspective

Started this discussion. Last reply by Jack Taylor Apr 21, 2010. 2 Replies

In my client note accompanying 1st Quarter reports (published in my blog) there's an interesting chart placing the extraordinary market returns of 2008 and 2009 in historical perpective. …Continue

 

Steve Smith's Page

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Workshop on Family Wealth Management and Philanthropy

It is approaching last call to register for a workshop on family wealth management and philanthropy I am pleased to be moderating on behalf of The Summit Foundation. The event will be held on Thursday September 16 at 9:30 am at Beaver Run in Breckenridge.We have assembled a terrific panel of experts (two attorneys and a family wealth counselor) to discuss such questions as:Why do many estate plans fail and what can be done to improve the chances of success?What is the role of philanthropy in…See More
Discussion posted by Steve Smith Sep 8, 2010
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Steve Smith replied to Steve Smith's discussion 'My Quarterly Newsletter'
Thanks, Jeff.
Jun 23, 2010
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Jeff McElhattan replied to Steve Smith's discussion 'My Quarterly Newsletter'
Good stuff Steve.
Jun 22, 2010
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My Quarterly Newsletter

Good Morning -- I just published my RightPath quarterly newsletter. There's an article about what's going on with the federal estate tax and also a piece that has my take on the Goldman Sachs imbroglio and fiduciary duty. And a little miscellaneous. http://www.rightpathinvestments.com/news/currentNewsletter.html Enjoy, Steve  See More
Discussion posted by Steve Smith Jun 14, 2010
2 Comments
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Steve Smith replied to Steve Smith's discussion 'Socially Responsible and Sustainable Investing at the Earth Day Action Fair'
Hi Judy, Thanks for the note. See you at the workshop tonight. Steve
May 25, 2010
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Judi LaPoint replied to Steve Smith's discussion 'Socially Responsible and Sustainable Investing at the Earth Day Action Fair'
Hey Steve -- I had no idea there was such a thing as sustainable investing until I decided I was glad I was not invested in BP -- as in oil-slick-central! People really can vote with their dollars! Thanks for pointing that out! Good luck with your…
May 25, 2010
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Discussions posted by Steve Smith Apr 20, 2010

Profile Information

Business Name
RightPath Investments & Financial Planning, Inc.
Business Description
Through our ProsperityPlan™ integrated wealth management process, RightPath provides a fee-only and coordinated solution to client needs in the areas of: investment consulting, retirement planning, estate, legacy and philanthropic planning.
Business Website
http://www.rightpathinvestments.com

Comment Wall (3 comments)

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At 1:17pm on April 22, 2010, Jack TaylorJack Taylor said…
No, Steve. I've not received an e-mail from you. jmtaylor@coloradomtn.edu should work. Let me know if it is rejected again.

Jack
At 8:21am on September 8, 2009, Tom FellnerTom Fellner said…
Hey Steve,
Welcome to the SCC group!
At 3:00pm on August 28, 2009, Jeff McElhattanJeff McElhattan said…
Hi Steve,

Welcome to the Summit Business Network. Please let me know if you need any help setting up your business page.

Jeff
 
 
 

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