by CFM | Feb 7, 2018 | CFM Newsletter
Our newest newsletter is now ready for your reading pleasure. 2017 performance was strong in almost all asset classes, but will this continue into 2018? There are many striking similarities to 1999 as Brad notes. Congress passed tax reform and it impacts everyone. We...
by CFM | Sep 11, 2017 | CFM Newsletter
Fresh as the first pumpkin spice latte of the season, here’s our latest newsletter We dive into current market conditions, a new research tool for sustainable investing, and more.
by CFM | Mar 28, 2017 | CFM Newsletter
Our latest newsletter is now available. An update on the economy, we bid farewell to a long-time employee, and do you know the difference between ESG and MSG?
by CFM | Nov 9, 2016 | Market Commentary
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...
by CFM | Jul 25, 2016 | CFM Newsletter
Our July newsletter is ready and covers the impact of rising healthcare costs on your financial plan, a review of our portfolio management options, and the latest outlook on our investment pillars.