In The News
Browse by Archive:

Northstar is frequently featured in business and investing articles in national and local leading publications. Below is a sampling of recent mentions.

Quarterly Financial Roundtable
Denver Business Journal 5/10/2013

"There are always corrections, but if investors truly have a long-term time horizon and need income, the stock market isn’t too expensive from a historical perspective and investors should own blue-chip, dividend-paying companies." - Fred Taylor
-- Heather Draper

> read full article

Economics experts: Watch interest rates, and stick with equities
The Denver Post 5/5/2013

"On any given day, you could line up a hundred risks that could take down the market, and a hundred things that could push it ahead, and nobody really knows. It's like trying to predict who's going to win the Super Bowl. Have a simple structure of offense, defense and income production so you're covered in all of these markets," - Charlie Farrell
-- Aldo Svaldi

> read full article

Northstar Investment Advisors Adds Staff
Northstar Investment Advisors 5/1/2013

Northstar Investment Advisors has named Dan McGilvray Senior Research Associate & Portfolio Manager. In his new position, McGilvray will be responsible for equity and fixed income portfolio research. He will also manage client portfolios.
-- Northstar Investment Advisors

> read full article

Northstar Hosts Second Annual Economic Forum
Northstar Investment Advisors 2/22/2013

Northstar Investment Advisors held its second annual Economic Forum on Feb. 6th at the Denver Country Club. Close to 100 people attended the event, which featured University of Colorado Economist Rich Wobbekind, Al Lewis, a columnist for the Dow Jones Newswires and Northstar CEO Charlie Farrell.
-- Charlie Farrell

> read full article

Navigating the Dividend Storm
Wall Street Journal 1/10/2013

"Dividends are crucial to long-term returns. If we look back at the past 100 years in the stock market, dividends account for about 50% of investors' total return. The other 50% is from price appreciation, or capital gains." - Charlie Farrell
-- Glenn Ruffenach

> read full article

How One Advisor Is Speaking to Clients About the Coming Cliff
AdvisorOne 12/12/2012

"We're not at all surprised by the fiscal cliff," concludes Fred Taylor. "We are surprised that the market hasn't reacted. We really thought it would punish investors. It hasn't yet, but that isn't to say it won't."
-- John Sullivan

> read full article

Top business leaders tell congressional delegation to address debt, deficit
Denver Post 12/3/2012

Northstar President Fred Taylor was one of several prominent business leaders who signed a letter asking Colorado's congressional delegation to address the nation's debt crisis.
-- Tim Hoover

> read full article

Same players, same problems
ColoradoBiz Magazine 11/16/2012

"When it comes to the stock market, we are still advocating dividend-paying stocks, but only those companies that have a history of increasing their dividends every year. Despite the potential for higher taxes on dividend income in 2013, we would rather our clients pay higher taxes on dividends and get a return on their investments, than roll the dice on non-dividend paying stocks hoping for appreciation."
-- Fred Taylor

> read full article

Election 2012: What happens next?
Denver Business Journal 11/9/2012

“The bottom line is that everyone knows the problem, and both sides are going to have to give on entitlement spending and raising taxes,” he said. “Can Obama get both sides to agree? That’s a tough call, and they don’t have much time. With the holidays coming up, they’ve got about six weeks.”
-- Fred Taylor

> read full article

Countdown to retirement: 10 years to go
CNN Money 10/22/2012

Seriously power-save, or work a bit longer while saving a lot less, says Denver investment adviser Charles Farrell, author of "Your Money Ratios."
-- Charlie Farrell

> read full article

Denver-area execs discuss current economic issues
Denver Business Journal 9/28/2012

"We’re advising to diversify their portfolios as much as possible. Take profits in highly concentrated positions and pay the 15 percent capital gains tax next April because capital gains more than likely will go up in 2013.
-- Fred Taylor

> read full article

Denver Business Journal Newsmakers
Denver Business Journal 9/27/2012

Northstar Investment Advisors has added Scott Myers to its staff. Myers works as a client account administrator, focusing on new account openings, securities and money transfers and portfolio administrative matters.
-- Denver Business Journal

> read full article

Late Start Retirement Plan
Money magazine 8/15/2012

By the time you're in your mid-40s, you should already have savings equal to three to four times your annual income tucked away in retirement accounts, according to "Your Money Ratios" author Charles Farrell.
-- Walter Updegrave

> read full article

No fair! Weak economy leads to adult sibling rivalry
Today 8/9/2012

Fred Taylor, president and co-founder of Northstar Investor Advisors, said the frustration he hears is often coming not from siblings but from parents. They complain that they sent their kids to expensive colleges in order to get a good start in life and now instead find junior back at home, on the couch, unable to land a job.
-- Allison Linn

> read full article

Building Your Own Pension
AARP The Magazine 8/8/2012

"Having one fixed stream of cash flow that can't change is a dangerous approach," argues Charlie Farrell, a principal at Northstar Investment Advisors.
-- Mark Miller

> read full article

The Denver Metro Quarterly Financial Roundtable
Denver Business Journal 8/3/2012

"Our dividend approach to investing isn’t going to change even if the Bush tax cuts expire because most Americans aren’t going to be impacted. Not too many investors take home more than $250,000 a year in ordinary income, and even if they do, where else are investors going to get any income from their investments?" - Fred Taylor
-- Heather Draper

> read full article

Forget Greece - what about China?
ColoradoBiz Magazine 7/3/2012

China's slowing growth certainly has the potential to impact the global economy. In the old days, markets used the adage that if the U.S. caught a cold, the rest of the world got the flu. These days, China is the country that matters most.
-- Fred Taylor

> read full article

How to Take Control of Your 401(k)
SmartMoney 6/4/2012

If you can get a head start on building income at age 55 or 60, says Charles Farrell, chief executive at Northstar Investment Advisors in Denver, the compounding effects can move you closer to the point where you're living off the returns of your portfolio in retirement.
-- Glenn Ruffenach

> read full article

Northstar Investment Advisors Expands Staff
Northstar Investment Advisors 5/24/2012

Northstar Investment Advisors has added Rachel Kibble and Jaclyn Mendoza to its staff. Rachel Kibble serves as business manager and compliance administrator and Jaclyn Mendoza is a client account administrator.
-- Northstar Investment Advisors

> read full article

Facebook's IPO preview roadshow includes Denver stop
Denver Post 5/9/2012

A heavy concentration of growth mutual funds — Janus, Founders, Berger and Invesco — made Cherry Creek a must-stop for corporate executives pitching their stock in the 1990s, said Fred Taylor, president of Northstar Investment Advisors in Denver.
-- Andy Voung and Aldo Svaldi

> read full article

Retirement Income Inflation
ColoradoBiz Magazine 5/1/2012

"For retired investors, collapsing interest rates are in many ways more damaging than a situation where inflation picks up but your fixed income returns are adjusted to outpace inflation." --Charlie Farrell
-- Charlie Farrell

> read full article

The secret to picking dividend stocks? A certain ratio
InvestmentNews 5/1/2012

When assessing companies, Mr. Farrell uses his dividend power ratio formula, which divides earnings growth by dividend growth.
-- Darla Mercado

> read full article

Northstar President Fred Taylor Appointed to Platform5280 Board
PitchEngine 3/5/2012

Fred Taylor has been appointed treasurer for Platform5280, Denver’s Biennial of the Americas.
-- PitchEngine

> read full article

Dividends, Dividends, Dividends!
Investment Advisor 3/1/2012

"Fred Taylor has “a solution to a problem that every baby boomer faces”: quite a boast in this era of “new normal” volatility and one that’s attracting attention."
-- John Sullivan

> read full article