Tag: CFP

ROUGH WATERS THIS WEEK

This week has seen rough waters for investors. The stock market looked bad at the end of trading on Wednesday. It had lost almost 800 points. Thursday it rallied and gained back nearly all it had lost. It seems this was triggered by an arrest of a Chinese tech official in Canada and the continuing […]

WINTER REVIEW

It’s that time of the year again, time for your winter review. As we feel the cold bite in the morning air, we are reminded that winter is not far off. Although the official first day is not until December 21, we can feel it now. As you cozy up to the fire and sip […]

IN + VEST = INVEST (FINANCIAL GARMENTS)

The term invest is from two Latin words, vestire meaning “to clothe” and in meaning “onto” or “upon.” Combined they form the Latin verb investire denoting “to cover with a garment or to clothe.”  The modern meaning of the word refers to funding something (usually stocks bonds, pensions, etc.) with the expectation of making a […]

HIDDEN TAX OBSTACLES IN YOUR PORTFOLIO?

The leaves are beginning to change and fall from the trees. There’s a nip in the air and the sweltering days of summer appear to be behind us. With these changes it may be time to look at your investments. That might include making adjustments to avoid the hidden tax obstacles in your portfolio. We […]

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