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New Year, New Tax Law: How Tax Reform May Impact Investors

Submitted by Connecticut Wealth Management, LLC on January 24th, 2018

By now you are likely aware of the new tax laws that Congress approved and on which President Trump signed off in late 2017.  While most headlines center around how people’s wallets and businesses’ balance sheets will be affected directly by these new provisions, we wanted to offer our thoughts on how we expect these laws will impact various segments of the market as we progres

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Equifax Breach: What Should You Do?

Submitted by Connecticut Wealth Management, LLC on September 15th, 2017

Last week, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach resulting in criminals accessing personal information of approximately 143 million Americans between May and July of this year. The compromised information included names, addresses, Social Security numbers, and dates of birth.

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Investment Committee: Market Highs & Capitalize on Gains

Submitted by Connecticut Wealth Management, LLC on August 22nd, 2017

We are writing to inform you that the Investment Committee has approved another change to our target portfolios. When you last heard from us in June, we shared with you a trade we had authorized that reduced domestic large cap growth stocks in favor of non-US equities.

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Investment Committee: Allocation Change

Submitted by Connecticut Wealth Management, LLC on June 25th, 2017

We are writing to inform you that the Investment Committee has approved a change to the construct of our target portfolios.  Please note as follows:

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Current Market Insights

Submitted by Connecticut Wealth Management, LLC on April 25th, 2017

After an extended period of low volatility, markets have been more challenging to navigate over the last several weeks. The S&P 500 has retreated since its last high on March 1, and long-term interest rates have declined over the same period, pushing bond prices higher.

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Robots versus Humans: Financial Advisers for the Digital Age

Submitted by Connecticut Wealth Management, LLC on April 24th, 2017

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advising can be made without any face-to-face contact.

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Habits of a Savvy Saving Family

Submitted by Connecticut Wealth Management, LLC on March 1st, 2017

When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income family in the U.S. raising a child up until age 18, it costs an estimated average of $245,340 (or $304,480, adjusted for projected inflation), according to the 2013 “Cost of Raising a Child” report from the U.S.

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Financial Resolutions: 6 Tips to Keep You on Track

Submitted by Connecticut Wealth Management, LLC on February 1st, 2017

After the ball dropped on New Year’s Eve, we all dug up our hopes and dreams and made some resolutions. Here are a few tips to keep you on track and help you reach your goals.

Turn Dreams into Goals

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8 Tips for Finding Balance Between Work and Life

Submitted by Connecticut Wealth Management, LLC on December 30th, 2016

It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours and four out of 10 American workers say they work over 50 hours a week.

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Holiday Spending Survival Guide

Submitted by Connecticut Wealth Management, LLC on December 1st, 2016

Do you love the holidays, spending thousands of dollars on holiday gifts, lights, entertaining, food and decorations each year? If so, you’re not alone. Many Americans feel the sting of holiday spending well into the New Year.

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Farmington, CT 06032-1911

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Advisory Services offered through Connecticut Wealth Management, an SEC registered investment adviser.


Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Any statements or opinions are subject to change without notice. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

                   

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