Monthly Money Pulse

Comments Off by in CMW News
May 20, 2016
Monthly Money Pulse

How do politics affect my portfolio and the markets? In case you haven’t noticed, the political landscape this year has been nothing less than inscrutable to the political, pundit and investor class alike. It’s harder for us to separate our portfolio from the politics this year than for any other time in our memory. We’re…

Read More

Before You Lease a Car

Comments Off by in CMW News
May 13, 2016
Before You Lease a Car

Many people lease cars these days rather than buying. While it’s not always a bad decision, we would like to share some things with you to consider and check on before leasing: Low monthly payments usually require several thousand dollars paid up front. Problem- the money paid up front is generally used to pay a…

Read More

Three Circle Plan

Comments Off by in CMW News
May 6, 2016
Three Circle Plan

Today we’d like to share with you a simple financial plan that you can design by yourself and at your leisure! Grab a scrap piece of paper and trace out three circles. Or you can print off ours. The Three Circle Plan: The first circle is short term financial goals and your emergency fund. This…

Read More

Women and Money

Comments Off by in CMW News
April 29, 2016
Women and Money

Written by: Lois Carrier TIAA-CREF did a survey of 100 financial advisors and more than 1,000 high net worth investors and found that 67% of women do not feel like they are understood by their advisors. Furthermore, the survey found that in most cases a single person in a couple maintained most of the contact…

Read More

Special Needs Trusts

Comments Off by in CMW News
April 22, 2016
Special Needs Trusts

If you are a primary caregiver for a family member or friend who is mentally or physically disabled one of your greatest concerns is likely for the care of that person after your passing. For those in such a situation, a Special Needs Trust can prove quite beneficial. A Special Needs Trust is designed for…

Read More