Legendary Women of Finance
In honor of National Women’s Month, we pay tribute to some of the very important women who have made lasting impacts on the world of finance.
Alternative Investments – Luxury Collectibles, A Growing Asset Class
Alternative Investments
In our new infographic below, we examine a unique alternative investment category — luxury collectibles. Along with the infographic, download our latest article on alternative investments here – https://bit.ly/3gKB4KM
9 Crucial Steps to Ensure You’re Prepared for Retirement
9 Crucial Steps to Ensure You’re Prepared for Retirement
How do you envision your retirement? The answers to that question are very different and very personal for all of us. To help you prepare and decide how you want to live in your second act, you’ll need to cross some important items off your to-do list. Grab a copy of our handy checklist – organized the way we like to work with our clients – to help you visualize how far you’ve come and where you want to go. https://bit.ly/2Pm7S21
Understanding Your Tolerance for Market Risk
Understanding Your Tolerance for Market Risk
March of 2020 was a good reminder that market risk can’t be taken lightly. Have you ever had your tolerance for market risk measured? If you haven’t, now may be a good time. Take a look at our recent article that explains why https://bit.ly/31fQkau.
Benefits of the Right Amount of Active Management
Benefits of the Right Amount of Active Management
For years, the debate has been whether active or passive management investing was ideal. The last 3 weeks have changed a lot of perceptions on this topic. We explained why in a recent article, and you can get your copy now. https://bit.ly/2wYzBgw
Estate Strategies – Critical Elements of an Estate Plan
Estate Strategies – Critical Elements of an Estate Plan
Taking steps to help protect your estate is an important financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. Take a look at some important details to address when creating your own estate plan in our new piece. http://bit.ly/354S5aW
Pro VS. Solo Investing
Pro Vs. Self-Managed
In 2018, the S&P 500 was down -4.38% and the average investor lost -9.42%. (DALBAR) Emotional decision-making was a major factor, and we explored this topic in a recent article here. bit.ly/2Zmo1Vu
The Proust Questionnaire Journey Continues with Christopher Much
The Proust Questionnaire Journey Continues with Christopher Much
Christopher Much steps up to the Proust Questionnaire plate today, giving us some visibility into what makes him tick. Did you know that when he’s not crunching numbers and consulting with clients, Chris throws on a Gi and can be found studying the art of jiu-jitsu? Meet Chris. http://bit.ly/cts_proust2
Jonathon Much Takes the Proust Questionnaire
Jonathon Much Takes the Proust Questionnaire
In the late 1800’s, the Proust Questionnaire emerged as a popular parlor game and a way for friends and associates to better get to know one another. We distributed the questionnaire to the CTS team so that you could see what makes them tick. Jonathon Much is first up in answering the Proust Questionnaire.
