investing

  • Active Management - Man Running, Active Management: A Potential Cure For The Volatility Blues

Active Management: A Potential Cure for the Volatility Blues?

2025-03-26T09:39:01-05:00April 27, 2018|Categories: Resource Center|Tags: , |

Active Management: A Potential Cure for the Volatility Blues?

Active Management: A Potential Cure for the Volatility Blues?

Even when markets seem to be steadily climbing, investors can find it difficult to maintain the discipline required to stick with a long-term investment plan. When markets become volatile, that discipline can be even more challenging.

Market volatility can challenge even disciplined investors, especially when it triggers emotional reactions. People often value stability and predictability, and during volatile periods, fear of loss can overwhelm the desire for gains. This natural tendency, called loss aversion, makes investors more sensitive to losses than gains. Unfortunately, during times of market turbulence, the constant barrage of media warnings and expert predictions can push people to make impulsive decisions, which often undermine their long-term strategies.

Despite common fears, market volatility is not inherently bad. In fact, market corrections are vital for the health of the stock market, acting as a …

  • Chomping At The Bitcoin - Stack of Coins

Chomping at the Bitcoin

2025-03-26T09:55:13-05:00February 22, 2018|Categories: Resource Center|Tags: |

Chomping at the Bitcoin: Cryptomania blasts ahead

Chomping at the Bitcoin

Not a day goes by – perhaps not even an hour – where the conversation does not turn to cryptocurrency. Bitcoin, Ethereum. Litecoin, Ripple, to mention a handful. As interest skyrockets in these potential investments, we thought it appropriate to take a step back and dig into cryptocurrencies a little further.

Bitcoin and other cryptocurrencies, like Ethereum and Ripple, have gained immense popularity in recent years. As these digital currencies gain attention as potential investments, it’s important to understand how they work and what benefits they offer compared to traditional currencies. For simplicity, we’ll focus on Bitcoin, the first and largest cryptocurrency, created in 2009.

At its core, Bitcoin was designed to enable financial transactions outside of the control of banks and governments. This idea has gained traction due to widespread public distrust of traditional financial institutions. With Bitcoin, users can …

  • Six Reasons You Need More Than A Robo-Advisor, Rise of the Robots, Rise of the Robots or a Relationship Renaissance?

Rise of the Robots or a Relationship Renaissance?

2025-03-26T10:07:37-05:00August 30, 2017|Categories: Resource Center|Tags: , , , |

Rise of the Robots or a Relationship Renaissance? Not so fast.

Rise of the Robots or a Relationship Renaissance?

Are we experiencing a rise of the machines or an opportunity for a relationship renaissance? When it comes to robo-advisors, CTS believes in forward-thinking technology but not at the expense of hands-on research and face-to-face interaction.

At CTS, we provide personalized financial advice that robo-advisors can’t match. While robo-advisors use algorithms to manage your money, we focus on getting to know you as an individual, tailoring strategies to your specific goals and needs. We keep you involved in the decision-making process, ensuring you understand your investments and feel confident in your choices.

We also act as your financial coaches, helping you stay accountable and adjust strategies as your life changes. Unlike robo-advisors, which offer minimal interaction, we provide access to a knowledgeable, local advisor who knows your situation. Beyond investing, we help with major …

  • 6 Principles of Long-Term Investing

6 Principles of Long-Term Investing

2025-03-26T10:34:37-05:00May 5, 2017|Categories: Resource Center|Tags: |

6 Principles of Long-Term Investing

6 Principles of Long-Term Investing

We believe that increasing your wealth over time is about more than making the right stock picks. Over the years, we have observed the effect of fear, greed, lack of discipline and many other the pitfalls that investors experience.

Successful long-term investing isn’t just about picking the right stocks or timing the market. Many investors make mistakes due to fear, greed, and poor discipline. By following six principles, you can improve your investment decisions. These principles aren’t foolproof, but they offer guidance to avoid common pitfalls and stay focused on long-term goals.

One key principle is to avoid following the crowd. By the time a trend becomes popular, it may be too late to profit, as prices are often inflated. Instead, focus on objective research and calculated choices. Another important principle is diversification. A well-diversified portfolio can reduce risk and help navigate market …

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