James Cornehlsen
James (Jamie) Cornehlsen, CFA is an investment advisor with Capstone Investment Financial Group and Chief Investment Officer and Managing Director of Dunn Warren Investment Advisors, LLC. Jamie received his MBA from The William E. Simon Graduate School of Business at the University of Rochester, and his Bachelor of Arts in Economics from the University of Colorado and attended The University of York in England. He is a member of the CFA Society of Colorado and previously served as the President of the CFA Society of Colorado. In 1994 to 1996, Jamie began his career as an analyst with the Gartner Group working with the pension plan and 401k program. From 1996 to January 1999, he worked as a financial analyst covering the software industry for Schwab SoundView Capital Markets in Greenwich, Connecticut and Bear Stearns in New York City. Prior to founding Dunn Warren Investment Advisors, Jamie worked with Corboy and Jerde from 2000 to 2001, an investment bank specializing in public and private equity investments.
More Republican Presidential Candidates than Retirement Opportunities?
By: James Cornehlsen
The title of this article is not quite true, but close. With 15 candidates in place for the Republican nomination, the choices are overwhelming. Just...
Automated Investment Tools – Are They Landing in Your Back Yard?
By: James Cornehlsen
Automated investment tools, or Robo-advisors as they are commonly known, are not aliens or robots landing in your back yard. You can’t even have a...
Can You Reach Your Financial Goals for Retirement?
By: James Cornehlsen
I was taught by my coach, Jack Beatty, to reach one’s goals generally involves having a person to hold you accountable to create a plan,...
How a Proper Financial Plan can Ease Client Tension
By: James Cornehlsen
When it comes to massage therapy, most first-time clients anticipate a relaxing, slow and gentle rub down that will warm up tissue and ease tension...
Short-termism and Constant Expected Investment Returns
By: James Cornehlsen
Individuals have come to believe that they should expect 10% returns. Why shouldn’t they, given the recent strong returns over the last 5 years? Nonetheless,...
The 401k Retirement Challenge
By: James Cornehlsen
When the tax code was changed years ago to include the 401k, companies moved away from offering of pensions, hence letting individuals manage their own...
What are Your Retirement Goals? What does Retirement Mean?
By: James Cornehlsen
When trying to determine when we can retire, the easy way is answering the question, ‘How much money do I need?’ But this does not...
Making the Decision to Pay Off the Mortgage
By: James Cornehlsen
Paying off one’s mortgage is an emotional decision as well as an analytical decision. In previous articles, I have gone through both angles. Now I wanted...
Should I Pay Off My Mortgage?
By: James Cornehlsen
When deciding to pay off one’s mortgage I discuss three things with clients: risk tolerance, expected return, and your personal balance sheet. The risk decision...
Hurdles to Retirement – Borrowing Funds from Your 401k
By: James Cornehlsen
Saving for retirement is a long process. Taking it one step at a time is the only way to accomplish success. However, you can make...