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.

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....

read more
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...

read more
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...

read more
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...

read more
5280 Associates’ Election Approach

5280 Associates’ Election Approach

The election for President and Congress is today, November 3, 2020. 5280 Associates wanted to communicate our plan for asset management in the coming weeks and months. This is the consensus of the advisors and investment management team at 5280: Ted Kouba, Nate...

read more
5280 Associates has transitioned to the RIA

5280 Associates has transitioned to the RIA

After a long few months, mountains of paperwork, and many emails, we have finally made our transition to the 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! Here are a few things to...

read more

Ready to Get Started?