CFM Blog

Portfolio Turnover

What is turnover and how is it calculated, and does it matter? And a related question, why does Sargent Bickham Lagudis sometimes sell a stock after only a short term, while other times holding a stock for years? When Warren Buffet was asked how long he thinks one should hold a stock, he famously replied that his favorite holding period is “forever.” READ MORE

Sargent Bickham Lagudis is 25

We are proud to announce Sargent Bickham Lagudis’ 25th anniversary of serving the wealth management needs of individuals and institutions in Colorado and further afield.READ MORE

Stop, taper time.

Taper Tantrum

If you have tuned into CNBC or read virtually any newspaper recently, you have very likely heard much talk about the Federal Reserve’s impending “tapering” of Quantitative Easing (QE).  If you checked your portfolio in late June, you likely saw firsthand the markets’ negative reactions to the possibility of tapering.  Seemingly every time Fed Chairman Ben Bernanke opens his mouth, he either inspires fear in the market, sending it spiraling down, or he injects renewed euphoria, sending it soaring to new highs.READ MORE

InvestmentNews – Parsing Social Security Rules for Spouses – Mary Beth Franklin


Please click the link below to view the InvestmentNews article on “Parsing Social Security Rules for Spouses”:

“The two primary claiming strategies are file and suspend and filing a restricted claim for spousal benefits only. Several professionals who viewed the training video asked if it is possible for both spouses to file and suspend their benefits or for both spouses to file a restricted claim for spousal benefits only. It is a logical question, but the short answer is no. Let me explain why…”

Click here to view the full InvestmentNews article

Summer Correction, Markets Overreact…What’s New?

When it’s spring in Paris (or Egypt), it’s time for demonstrations in the street. When it’s summer on Wall Street, it’s time for a correction. Maybe you can’t set your watch by it, but it seems to happen often enough. This one is a little different because it started in the bond market. They are always a little different. It may not be over yet, because if it isn’t scary it doesn’t count. This one was only a little scary – so far.READ MORE