The Great Rotation
August 20th, 2024
CIO Insights
Like Independence Day fireworks, equity markets popped off in July, with the S&P500 notching its 10th consecutive monthly gain and tagging its 38th all-time high during the month. Impressive. Beneath the hood however, the price action was choppy and rotational,...
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Halftime!
July 7th, 2024
CIO Insights
Posted by Jason Edinger on Tue, 07/02/2024 - 11:22 First Half Highlights Tempus fugit. An apt Latin reminder that time is fleeting. With the first half of 2024 already in the books, the year is flying by, and equity investors have been rewarded thus...
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Nvidia Games
June 11th, 2024
CIO Insights
Posted by Jason Edinger on Sunday, March 3, 2024 The rally rolls on. Hard. Statistically, February is a challenging month, but this go ‘round the bulls defied the odds to end squarely in the green (and in record territory). The...
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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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