Get timely financial insights and market updates that help you stay ahead of the curve. This category covers economic news, interest‑rate changes, inflation data, and regulatory developments that shape investment decisions. Our fiduciary experts break down complex trends into clear, actionable analysis so you can understand what’s happening in the markets and how it affects your portfolio.
Your parents should be treated like people not numbers. Cookie Cutter solutions are abundant. If your parents are dealing with a retail brokerage like a bank or major investment company, they probably don’t realize that their “Financial Advisor” is either…
Market Performance Optimism We remain optimistic about market performance and do not find justification for bearish sentiment that appeared under the fear-inciting Omicron news cycle. Portfolio Rebalances Master portfolio holdings have already been adjusted to meet our intended allocations for…
Markets reached a high at 3rd week of September, then we saw a inflation anxiety drawdown lasting about 1 month that flattened S&P quarterly return to a mere 0.58% while those clients fully participating in the CFS Master Portfolio exceeded 3%…