Our Firm

 

History of American Portfolios Financial Services, Inc.

American Portfolios was founded by a group of independent financial professionals in 2001.  Since that time, the company has grown in excess of $7.3 billion assets under management and over 60,000 corporate and retail clients.

Currently, there are approximately 560 Registered Representatives working from over 301 branch offices and 81 OSJ.

 

Service Overview

 

American Portfolios Denver-our business model is dedicated to Plans Sponsors and Retirement Plan Consulting

 

 
Newsletters

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

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