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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Do your insurance needs stay the same when the nest empties?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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Ascertaining the value of your business is important for a variety of reasons.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
For homeowners who think their property taxes are too high, there are ways to appeal.
Even if you’re young and single, you should still consider protecting yourself.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Purchasing homeowners insurance is critical for protecting your home.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
All about how missing the best market days (or the worst!) might affect your portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you know these three personal finance sayings?
What are your options for investing in emerging markets?
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.