Understanding Today’s Financial Environment...
Welcome to my website! I’m Michael A. Pote, a Cambridge Investment Research financial advisor at Diversified Capital Management in Grand Junction, Colorado. I fully understand the complexities of choices individuals face as they try to make investment-related decisions in today's rapidly changing world. With considerable experience working with financial market-based instruments; I can help take much of the "guess-work" out of those complex decisions when preparing for tomorrow's life goals. Whether you are investing for your retirement, college savings or estate planning; my personal, one-on-one service focuses on each of my client's unique needs, desires, financial goals and objectives.
At Diversified Capital Management, I am a professional who takes a very detailed and analytical approach - with 30 years of experience in the investment and financial services. So no matter where you live, I can help you address your concerns of today - and for many years to come. Feel free to contact me to find out why many families have trusted me with their financial and investment decisions for the past 3 decades. I look forward to hearing from you to discuss your interests and concerns - and possibly partner with you as your personal financial advisor... I can be reached at (970) 245-9180 or (800) 454-5062.
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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
What does the Tax Reform and Jobs Act mean for you?
Here are six flags that may make your tax return prime for an IRS audit.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
When you’re married and have children, insurance needs will be different.
Marriage changes everything, including your insurance needs.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here’s a crash course on saving for college.
What is your plan for health care during retirement?