CFM Blog

12/21/2017

Tax Loss Harvesting

“I shall never use profanity except in discussing house rent and taxes.” – Mark Twain

Well “*#$%”, how do I minimize my tax bill? Harvesting capital losses can be one solution to minimizing current year taxes.READ MORE

12/12/2017

Tips for Year-End Planning

The end of 2017 is in sight. But there still is time to make some adjustments to your finances and get ready to start 2018 strong. Here are a few tips to consider:READ MORE

05/11/2017

Women Are Not Men

Women differ from men in their attitudes and expectations when it comes to money management and financial planning. Enough studies into these differences have been conducted for them to now be fully acknowledged, even by the predominantly male financial services industry. We dove deeper in to this topic to learn more about what those differences are and how advisors should take them into account to best service their female clients.READ MORE

11/09/2016

2016 Election Update

What a night!  Like many of you, I spent last night watching the developing story about our election.  The final tally will reflect that more than 120 million Americans participated in an orderly election process, which produced a surprising Brexit-style statement about change of direction and leadership that we will be working to interpret for the next several weeks.READ MORE