What goes Down…

Comments Off by in CMW News
March 11, 2016
What goes Down…

The good news about diversifying through global asset classes is that the old adage, ‘What goes up must come back down’ can be turned on its head to, ‘what goes down must come back up.’ To which most people unconsciously respond ‘I hope.’ This illustrates the behavioral conundrum for investor psychology – our human nature…

Read More

Election Connections

Comments Off by in CMW News
March 4, 2016
Election Connections

Well, by this time a year ago index benchmarks we follow were roughly 8-10 points ahead of where they are today—in the middle of the most muddled election cycle any of us probably remember. There are sirens all around us, from what is being bemoaned about the global economy, to market volatility, to the upending…

Read More

Tell me again, Why did I invest?

Comments Off by in CMW News
February 26, 2016
Tell me again, Why did I invest?

Investors frequently forget that their biggest financial goals (and most of the wealth it takes to fund them) will require returns offered by stocks. Much less of their wealth needs to be liquid (without losses or very close to the break-even point), and for a much shorter period of time. This is why it’s critical…

Read More

Social Security Changes

Comments Off by in CMW News
February 12, 2016
Social Security Changes

The Bipartisan Budget Act of 2015 was signed into law November 2, 2015. All the common Social Security filing strategies most people are familiar with will no longer be allowed after April 30th of this year. People who have reached the full retirement age of 66 have until April 30th to choose some options which…

Read More

Super Bowl Sunday

Comments Off by in CMW News
February 5, 2016
Super Bowl Sunday

With Super Bowl Sunday marking its 50th anniversary this weekend, there’s plenty to distract from the recent grinding off the tops of stock prices. We recommend taking advantage of the entertainment in place of fretting the market doldrums. But, just in case you want to keep one eye on your worries we have the perfect…

Read More