Office News
Welcome to our office news page, your resource for relevant updates on our team and the financial industry as a whole. Posts are sorted with the most recent at the top. Looking for something a bit older? Try using our search bar or pagination at the bottom.
2022 Holiday Office Closures
Our offices will be closed on the following dates in 2022. Please note that we cannot process service requests on market close holidays. We will process these requests on the following business day. Our service team will monitor emails and voicemails if the market is...
Institutional Level Wealth Management with Helios Quantitative CEO, Chris Shuba
We are excited to present to you our very first live webinar featuring our new partner, Helios Quantitative. Whether you are a client of ours or are simply interested in how 5280 Associates is bringing an institutional-level wealth management experience to the retail...
Retrieving Your Thrivent Brokerage Account (National Financial Services) Tax Documents
Your Thrivent Brokerage Account tax forms can be accessed through Thrivent Wealthscape Investor. This is a different log in than PKS Wealthscape investor. If you do have accounts through PKS, make sure you use your Thrivent-specific log in. When you are in the portal,...
Retrieving Your Thrivent Mutual Fund Tax Documents
Your Thrivent Mutual Fund tax documents can be found at Thrivent.com. Please note that Thrivent plans on generating another wave of tax documents around mid-February. If you do not see your tax documents the first time logging in, they may not be available just yet....
Retrieving Tax Documents for Your Purshe Kaplan Sterling (PKS) Accounts
Tax forms are accessible online at pksinvest.com through Wealthscape Investor. Instructions: Go to pksinvest.com. In the upper left, click on Login. Choose Client Login. Click on Login to Wealthscape Investor. Sign in with your username and password. If you forgot...
Retrieving Tax Documents for Your Thrivent Annuities, Life Insurance, and Health Insurance
Tax forms are accessible online at Thrivent.com. Please note that Thrivent plans on generating another wave of tax documents around mid-February. If you do not see your tax documents the first time logging in, they may not be available just yet. Go to Thrivent.com. ...
Retrieving Tax Documents for Your Schwab Accounts
Tax forms are accessible online at Schwab.com and via a smartphone or tablet through the Schwab app. Computer Access: Log in to schwab.com/1099dashboard. You will be able to view, save and print your documents from the landing page. Please note that Schwab plans on...
First Time Login Information for Black Diamond
If you recently transferred accounts to or opened new accounts at Charles Schwab or National Financial Services for the first time, you will soon receive your invitation to the Black Diamond client portal. Once you have set up your login credentials, you can download...
COVID-19 Update
As Denver County moves to a level red restriction, we would like to provide an update on our current COVID-19 policies in office. Due to new local COVID guidelines, client meetings will be held through Zoom or over the phone. We are continually monitoring Denver...
5280 Associates’ Election Approach
Following the election for President and Congress, 5280 Associates has a plan for asset management in the coming weeks and months.
5280 Associates transitioned to Registered Investment Advisor
After a long few months, mountains of paperwork, and many emails, we have finally made our transition to Registered Investment Advisor (RIA)! We thank all of our clients for their patience as we navigated our way to the new space. We couldn’t have done it without you!...