Rain Down On Me
June 11th, 2024
CIO Insights
Posted by Jason Edinger on Friday, May 3, 2024 Indisputably, the weather affects mood, and the mood amongst investors in April was gloomy and downbeat. Equities endured a tough start of quarter, with the S&P500 posting both its first monthly...
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Four Stars Out Of Five
June 11th, 2024
CIO Insights
Posted by Jason Edinger on Tuesday, June 4, 2024 May was a solid month for equity markets, rebounding from a weak April to close in the black for the fourth month out of five this year. All the major benchmark...
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What Can a Financial Advisor Do for You?
April 5th, 2024
Financial Guidance
How can you get closer to achieving your financial goals? Depending on your income, assets, investments, and personal knowledge of finance, you may feel you can do a great job managing your money on your own. But according to a...
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Ways to Reduce Your Tax Liability
April 5th, 2024
Financial Guidance
Want to pay less taxes? If given a way to legally reduce tax liability, most Americans would welcome that opportunity with open arms. But methods for doing so aren't always obvious—and may be tricky in certain circumstances. Two such situations...
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Financial Tips for Female Breadwinners
April 5th, 2024
Financial Guidance
An increasing number of women are becoming primary breadwinners in their households, so one might assume women are also taking on most of the financial decisions. On the contrary, most women in heterosexual relationships who are earning more of the...
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8 Things to Consider Before Buying Your Aging Parents Home
April 5th, 2024
Financial Guidance
The “great wealth transfer” is set to take place over the next two decades, when baby boomers (the wealthiest generation in American history) will pass $30 trillion down to younger generations. One common asset many aging parents will look to...
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CFN Market News 2024 Quarter 1
April 5th, 2024
CFN Market News
Market Update—Quarter Ending March 31, 2024 Posted April 4, 2024 Strong Start to the Year for Stocks A positive March for stocks caps off a solid first quarter. Mixed Quarter for Bonds Bond returns were mixed due to rising rates...
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Serenity Dow
April 5th, 2024
CIO Insights
Posted by Jason Edinger on Tuesday, April 2, 2024 Coming off a robust quarter to conclude 2023, US equities rode the momentum to a series of new all-time highs in Q1, delivering the strongest start to a year since 2019....
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A Tale of Two Years: ’23 In Review and ’24 In Prediction
February 13th, 2024
CIO Insights
Posted by Jason Edinger on Friday, January 5, 2024 In Review: Following a tumultuous and disappointing 2022, we faced a fork in the road in terms of what would lie ahead in 2023: a recovery and rally to claw back...
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Pieces of the Pie: Asset Allocation 101
February 5th, 2024
CIO Insights
Asset allocation. An idiom as conventional to the investment management industry as “block and tackle” is to sports and “keep it simple” is to management consulting.
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New Year Energy
February 5th, 2024
CIO Insights
Posted by Jason Edinger on Monday, February 5, 2024 After a strong rally to conclude 2023, the new year rang in with a more cautious tone as small caps slid and large caps led. Stocks have now rallied for the...
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