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.

Elevate Webinar Series: Market Commentary with Ted Kouba

Elevate Webinar Series: Market Commentary with Ted Kouba

5280 Associates invites you to join us next week for our first quarterly market updates webinar with our Director of Investment Management, Ted Kouba. This series will be called “Elevate” as we hope you use these calls to elevate your knowledge of the markets and your...

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2022 Holiday Office Closures

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...

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Retrieving Your Thrivent Mutual Fund Tax Documents

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....

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Retrieving Tax Documents for Your Schwab Accounts

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...

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First Time Login Information for Black Diamond

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...

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COVID-19 Update

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...

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5280 Associates transitioned to Registered Investment Advisor

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!...

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