CFM Blog

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

07/07/2016

What’s so Junk about Junk Bonds?

What are junk bonds? How do I analyze junk bonds? Should I invest in junk bonds? In this post I will explain these questions and tie it all together with a recent real world example.READ MORE