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
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.
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.
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:
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.
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.
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.
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
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.
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.