Skip to content
linkedinenvelope
Millstone Evans LogoMillstone Evans Logo
  • Home
  • Help
    • Help
    • Need Help? Click Here to find your Service Contact
    • Interested in interning with us? Click here to find out how
    • FAQs
  • Connect
  • Acquaint
    • Acquaint
    • Sacha Millstone
    • Greg Evans
    • Ben Kirby
    • Martial Frindethie
    • William Kowalski
    • Toni Noto
    • Byron Wilson
    • Dave Singleton
    • Madeline Stutz
    • Courtney Rucker
    • Tiffanye Rollerson
    • Joseph Morris
    • Sydney Tyler
  • Engage
    • Engage
    • Our Process
    • Families
    • First-Time Investors
    • LGBTQ+
    • Life Transitions
    • Professionals, Entrepreneurs & Top Executives
    • Retirees and Pre-retirees
    • Socially Responsible Investors
    • Sudden Money
    • Women Investors
  • Enlighten
    • Enlighten
    • Sacha On Money & More – Our Blog
    • Money Conscious Podcast
    • News
    • WorthWhile
  • Uplift
  • Key Disclosures
    • Key Disclosures
    • Key Disclosures Information
    • IAPD
    • Form ADV Part 2A
    • Form ADV Part 2B
    • Form CRS
    • Website Privacy Notice
    • Our Relationship with Raymond James
  • Online Resources
    • Online Resources
    • Helpful “How-To” Videos
    • Comprehensive Overview of Our Client Services
    • My Big Picture
    • Client Access
    • ESG Software
    • Longevity Planning
    • Education Funding and Planning
    • Upload Files
  • Denver, CO
    1401 17th St., Suite 300 Denver, CO 80202
    Map and Directions Map and Directions
  • Boulder, CO
    4940 Pearl East Circle, Suite 302 Boulder, CO 80301 T: 720.728.2801 F: 866.522.9588 TF: 800.201.4554
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Economy & Policy
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Charitable giving
    • Client news
    • Communities of color
    • Education funding and planning
    • Environmental, Social, and Governance (ESG) investing
    • Estate planning
    • Events
    • Family
    • Financial planning
    • First time investing
    • How-to guidance
    • Investing ideas
    • Investment news
    • LGBTQ+
    • Life transitions
    • Longevity planning
    • Market update
    • Personal news
    • Planning and investment tools
    • Retirement and pre-retirement
    • Sudden money
    • Team news
    • Technology
    • Women
  • Media
    • Article
    • Commentary
    • Infographic
What the ‘One Big Beautiful Bill Act’ means for your business
The 2025 legislation has implications for businesses of all sizes.
Business Ownership
Time for a technology upgrade?
How to determine if your business needs new tech.
Business Ownership
Read
Read
Is organic worth the cost?

When buying produce, consider the ‘clean fifteen’ versus the ‘dirty dozen’.

Family & Lifestyle
Rule 10b5-1 Plans: A portfolio diversification tool
Strategically sell company stock and achieve your personal wealth goals.
Markets & Investing
Giving with purpose – and planning
How bunching your charitable donations can maximize tax savings.
Estate & Giving
Read
Milestone moment? Time to review your estate plan

From moving to marriage, these major life events warrant a check-in.

Estate & Giving
Read
2025 Business Owner Report: How business owners are planning their futures
Business ownership creates distinct opportunities and challenges for personal wealth. In a recent survey, Raymond James asked business owners how they are managing them.
Business Ownership
Read
Tax-saving moves to consider before year end
Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill.
Tax Planning
The impact of donating appreciated stock
Giving appreciated stock can be a gift for both you and your favorite charity.
Estate & Giving
Aging solo
The practicalities and possibilities of embracing the future on your own.
Retirement & Longevity
Markets continue upward march in October
11/3/2025
From AI euphoria to the government shutdown, the markets remained strong amid mixed signals.
Markets & Investing
Millstone Evans LogoMillstone Evans Logo
linkedinenvelope
  • Denver, CO 1401 17th St., Suite 300 Denver, CO 80202
  • Map & Directions
  • Map & Directions
  • Boulder, CO 4940 Pearl East Circle, Suite 302 Boulder, CO 80301
  • T 720.728.2801
  • F 866.522.9588
  • TF 800.201.4554
  • Map & Directions
  • Map & Directions

This website (www.millstoneevans.com) (this “Website”) is owned and operated by The Millstone Evans Group, LLC (“The Millstone Evans Group”). The Millstone Evans Group offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither Millstone Evans Group’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if the Millstone Evans Group is engaged, or continues to be engaged, to provide investment advisory services. The information contained herein reflects the opinions and projections of The Millstone Evans Group as of the date hereof, which are subject to change without notice at any time. The Millstone Evans Group does not represent that any opinion or projection will be realized. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results Click on the Key Disclosures tab at millstoneevansgroup.com to review important information.