Canopy Tree

CPG In The News

David Twibell's article "Should Investors Give Foreign Stocks Another Look?" was featured in the May 10th edition of the Denver Business Journal.


Recent Media

Our team writes about portfolio management and retirement planning for several national and local financial publications and is frequently quoted by the national media.

PUBLICATIONS DATE ARTICLE Jan '15 8 Fresh Investment Ideas for 2015
U.S.News Jan '15 10 Investment Ideas for High Rollers
U.S.News Dec '14 15 Investing Ideas for 2015
Bankrate Nov '14 5 ill-conceived pieces of retirement advice
The Street Sep '14 Why 25-Year Olds Are Investing Like Old Fogies: Gen Y Goes Geriatric
Denver Business Journal Sep '14 The Bond King comes to Janus: What experts are saying
Newsmax – Private Opportunities Club 3rd Qtr '14 Maximizing Bond Returns with Emerging Markets Corporate Debt Aug '14 Where to Find Returns in Emerging Markets
CNBC Jan '14 Like a bull market? Then Super Bowl favorite is…
Western Union Oct '13 Four Markers of Countries with Investment Potential Oct '13 Bonds Versus Bond Funds
Fund Web Oct '13 The Wolf is Kept at Bay – For Now
Denver Business Journal Aug '13 The Quarterly Financial Roundtable
The Gazette, Colorado Springs Jul '13 Heed the Cautionary Tale of Once-Mighty Detroit
CNBC Jul '13 Mom and Pop Missing the Rally, but OK With It
Denver Business Journal May '13 Should Investors Give Foreign Stocks Another Look, by David Twibell
Denver Business Journal Feb '13 The Quarterly Financial Roundtable
The Franklin Prosperity Report Jan '13 Other People's Money: A Guide to Using Leverage to Increase Your Assets
Minyanville Dec '12 Are the Rich Fleeing Equities for Tax-Free Havens in the New Age of Obama
Washington Business Journal Nov '12 Rising Inflation Weighs Down Investment Portfolio Returns
Denver Business Journal Nov '12 Election 2012: What Happens Next?
Fund Web Oct '12 US Contenders Box Clever
Denver Post Sep '12 Colorado Stocks Rebound in Third Quarter
Denver Business Journal Aug '12 Protecting Your Portfolio Against Rising Inflation, by David Twibell
Financial Advisor Magazine July '12 A Golden Age
CNBC Jun '12 Greece-Proof Your Portfolio: 4 Things You Should Know
LearnBonds May '12 Muni Market Update – Opportunities Among New Issues
WSJ MarketWatch May '12 How to Buy… Bonds
Global Post May '12 How to Make a Killing on the Euro Crash
ETF Trends Apr '12 The Highs and Lows of ETF Investing
Fox Business Apr '12 Pros and Cons of ETFs
Fox Business Mar '12 What is a Bull Market?
Fox Business Mar '12 What is a Bear Market?
Denver Post Feb '12 Experts Mixed on Significance of Dow Hitting 13,000
Consumer Digest Jan '12 Waves of Uncertainty: Smart Moves for Another Challenging Year
Fidelity Jan '12 6 Funds for Dividend Income
Wealth Briefing Jan '12 Custom Portfolio Group Bucks Model Portfolio Trend
SmartMoney Jan '12 Can These People Teach Financial Planning
CNBC Jan '12 Beating Market Benchmarks: Time to ‘Take Some Risk’
Private Opportunities Club-Newsmax Dec '12 Protect Your Portfolio from the Muni Bond Implosion
Fidelity Oct '11 5 Go-Anywhere Funds that are Going Places
CNBC Sep '11 Are Investors Taking Debt Crisis in Europe Too Lightly?
Journal of Financial Planning Sep '11 Considering Commodities: Benefits and Traps
The Denver Post Aug '11 Investment Experts Advise Investors On Weathering Stormy Market
Denver Business Journal Aug '11 Finance pros examine fallout from economic upheavals
Private Opportunities Club Aug '11 Protect Your Portfolio From the Muni Bond Implosion
Bloomberg Businessweek Jan '11 5 Reasons Why Investors Shouldn’t Fear Muni Bonds
Yahoo! Finance Jan '11 Dow 12,000? January Effect? Don’t Believe All the Hype
CNBC Jan '11 Dow Hitting 12,000 Is Nice, But Market Pros Urge Caution
Denver Business Journal Dec '10 The New Diversification Class: Taxes
Denver Business Journal Oct '10 Investment Professionals Offer Guidance
Denver Business Journal Sep '10 Deadline Looms on Federal Estate Tax Revision
CNBC Aug '10 Ready for September? Stocks Still May Be Your Best Bet
Denver Business Journal Jul '10 Employment Numbers Growing for Financial Advisors
Wall Street Journal May '10 Is the Bear Back? Six Experts Offer Opinions
Denver Post Mar '10 CU Bumps Up Tuition Again
Newsmax May '10 Boost Your Investment Returns While Thinking ‘Safe Landing’
Bottom Line Personal Dec '09 Warning: Inflation Spike Ahead – But You Can Safeguard Your Portfolio
CNBC Sep '09 Why Investors Can't Count On Consumer-Spending Rebound
The Colorado Springs
Business Journal
Aug '09 Quick Financial Fix Can Be a Long-Term Nightmare
Bottom Line Wealth Aug '09 What to Do Now…Before Inflation Really Escalates by David Twibell
Physician’s Money Digest Jul '09 Are REITs Right? By David Twibell
CNBC Jul '09 Commercial Real Estate Wreck Looms For Regional Banks
Denver Business Journal Jul '09 Uncertainty Can Cause a Rush to Judgment on Investments
The Colorado Springs
Business Journal
Jun '09 No Safety in Hold Anymore
CNBC Apr '09 Dow 10,000 by Year’s End? Some Pros Think It’s Possible
CNBC Apr '09 Growing Credit Worries May Snuff Out Stock Market Rally
CNBC Apr '09 Missed Stock Rally? Pullback May Provide Second Chance
CNBC Mar '09 For 40 Years, Small Caps Still Safest Bet in Stocks
CNBC Mar '09 Despite Really, Citi Is Still Toxic for Many Investors
Rocky Mountain News Feb '09 Market Falls to Lowest in 12 Years Feb '09 Abandon all Hope? Investors Grow Weary of DC Fixes
CNBC Jan '09 Now On Sale: Once-Great Stocks for Less Than $10
Rocky Mountain News Jan '09 Reading the Markets
Our Firm | What We Do | Client Experience | Why Choose Us | Media | Contact Us | Privacy Policy | Form CRS
9800 Pyramid Court, Suite 302 | Englewood, CO 80112 | Telephone: 720.259.5113 | Fax: 888.355.3018
© Content copyright 2011. Custom Portfolio Group LLC. All rights reserved.
Website Designed and Maintained by Ehrenwerks, LLC