Recent News

The world moves fast. We’ll help you stay up to date on the latest news and trends that are affecting the economy, businesses, and life in general and the implications they have on investing & wealth management, and proactive steps to consider in adjusting your financial plan or business processes.

Investment Committee Update: August 2022

Megan Trask, CFP®, and John Shanley, CFP®, reinforce the three principles to keep in mind during challenging times, such as a bear market. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your […]

planning-for-the-future-with-a-special-needs-trust

Special Needs Planning Part 3: Planning for the Future with a Special Needs Trust

It can be overwhelming to plan for the future when you are caring for a loved one who has special needs. However, taking the time to map out your wishes in the event of your passing is critical in ensuring that your loved one can continue to lead a quality and enriched life, while also […]

Special Needs Planning Part 2: Inclusive Workplaces for Adults with Intellectual Disabilities

For many families, graduations are an exciting time that represent all the opportunities to come. But for those caring for a loved one with an intellectual and developmental disability (IDD), milestone events like this can bring to light other concerns. Denis Horrigan, Partner and Co-founder of Connecticut Wealth Management (CTWM), sat down with Kim Morrison, […]

How to Align Your Values with Your Investment Strategy

In our recent CT Wealth Talk: What You Need to Know About the Future, a common theme throughout futurist Jamie Metzl’s keynote was the importance of ensuring that our values guide the development of technology, healthcare, and other advancements. But what exactly are values? Values are our own set of personal beliefs; they help us […]

megan-john-investment-committee

Investment Committee Portfolio Change: June 2022

Megan Trask, CFP®, and John Shanley, CFP®, detail upcoming changes to CTWM’s target portfolio given current market conditions. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and does not […]

Forming a Financial Plan to Navigate Inflation Madness

Now more than ever, it’s critical to have an investment strategy that’s rooted in a financial plan. Megan Trask, CFP® spoke with FOX61 about how having a plan can help you navigate rising inflation, the bear market and talk of a recession. Watch the full interview.

Business Owners Tackle the Issue of a Shrinking Labor Force in Connecticut

Earlier this month, Connecticut Wealth Management (CTWM) launched its Business Owner Roundtable Series. The first event in this series focused on attracting and retaining employee talent and featured guest speaker Chris DiPentima, President and CEO of the CBIA. Denis Horrigan, Partner and co-founder of CTWM, moderated the discussion. Prominent business owners from several industries, including construction and […]

Investment Committee Update: June 2022

Jarrett Solomon, CFP®, and Megan Trask, CFP®, provide insight into the specific actions the firm is implementing to address the current bear market. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration […]

Special Needs Planning Part 1: Addressing Common Emotions of Caring for Your Child

If you are caring for a loved one with autism or another intellectual and developmental disability, it can be overwhelming to navigate through fear and other emotions to create a plan that ensures your loved one is cared for and supported. Emily Wood, Partner and Chief Client Officer at Connecticut Wealth Management (CTWM) sat down […]

Investment Committee Addresses Top Market Concerns

Megan Trask, CFP®, and John Shanley, CFP®, address the top three concerns about the market right now. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend […]

3 Reasons to Consider Private Market Investing

Kevin Leahy, CPA, CFP®, and Megan Trask, CFP®, discuss the reasons why the CTWM Investment Committee is considering private market investing and some of the risks and rewards that come with it. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be […]

Investment Committee Update: March 2022

Megan Trask, CFP®, and John Shanley, CFP®, detail an upcoming portfolio change regarding international and emerging markets. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not […]

Tips to Get Your Taxes Done

Patrick Sullivan, CFP® spoke with FOX61 to offer some last-minute tips ahead of the April 18 tax filing deadline. The most important tip is to start planning for the next tax year now. Watch the full interview.

How Women Should Plan for their Financial Futures

Emily Wood, CFP® spoke with WTNH News 8 about how women can plan for their financial futures and the steps to take. Watch the full interview.

Advice to Lead a Happy Life After a Gray Divorce

Divorce is mentally exhausting and is a period when emotions are at an all-time high. While those going through a divorce may want it to be resolved as quickly as possible, it is something that should not be rushed since you will be living with the outcome for many years. “Once the papers are signed, […]

How Women Can Take Control of Their Finances

Emily Wood, CFP® spoke with FOX61 about how women can take control of their finances. A key takeaway is to get started by taking small incremental steps toward financial empowerment. Watch the full interview.

What Executives Should Know About Corporate Benefits

Kathleen M. Christensen, CPA/PFS, CDFA®, and Michael Fernandes, CFP®, discuss what executives need to know about their corporate benefits. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and […]

Connecticut Wealth Management team

CTWM’s Recipe for Talent Retention and Attraction

In the midst of the Great Resignation movement, talent retention and attraction are at the forefront of just about every organization. While great benefits and hybrid capabilities are still a necessity for organizations looking to hire today, even more critical to the “talent game” is company culture.

Navigating Through the Maze of Executive Compensation Plans

Hartford Business Journal Ask the Expert Feature with Jarrett Solomon, CFP® Q: What is an executive compensation plan and why do companies offer them? An executive compensation plan is a form of payment outside of traditional salary/bonus for top-tier employees that awards performance with equity in the company in the form of stock or options. […]

5 Ways to Help Maximize Your Bonus Potential

Have you recently received a bonus or are anticipating getting one in the coming months? Before you blindly spend your bonus, take a moment to reflect on how you can better utilize this supplemental income to support your short and long-term financial goals. To help you get the most out of your hard-earned money, our […]

Navigating Work-Related Income Changes

Jarrett Solomon, CFP®, and John Shanley, CFP®, discuss the implications of these changes from a planning perspective. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not […]

The Proposal Should Lead to a Proposal

The Real Vinnie Penn interviews Denis Horrigan, CFP®, CEPA® on the best ways to protect your personal finances before tying the knot this Valentine’s Day. Listen to the full interview.

Tips on Financing and Budgeting Upcoming Wedding

It’s important for newly engaged couples to talk about money and finances before they get married. Denis Horrigan, CFP®, CEPA® talks with FOX61 and offers advice on the importance of communication before tying the knot. Watch the full interview.

Financial Goal Setting Tips

Emily Wood, CFP®, and Elizabeth DeBassio, CPA/PFS, stress the importance of setting financial goals and offer insight into how you can set SMART goals and stay accountable to them. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment […]

Investment Committee Update: January 2022

Megan Trask, CFP®, and John Shanley, CFP®, provide a performance overview of CTWM’s investment portfolio and what is top of mind for the firm moving forward in 2022. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not […]

Your Top 2022 Financial To-Do’s for Every Season

However you celebrated the start of 2022, and you most likely created a list of resolutions for the New Year. But did you take a moment to reflect on your financial wellness? Financial planning is a complex and ongoing process and is something that you will need the help of an experienced financial advisor to […]

2021 Year-End Tax Planning Strategies

Jarrett Solomon, CFP®, CIMA® and Emily Wood, CFP® discuss the standard tax planning strategies we implement for our clients year in and year out. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific […]

AWARENESS – What is Your New Normal and is it What You Really Want?

A reflection of my night with Ellen Palmer at the CTWM Think Pink Event Written By an Anonymous Attendee It has been a while since I attended an in-person event. It was the CTWM Think Pink event hosted by Connecticut Wealth Management in October of 2019 and focused on “mindfulness.” Throughout that discussion, the guest speaker Ellen […]

CTWM Investment Committee Update

The CTWM Investment Committee is implementing a portfolio change in the coming weeks. Megan Trask, CFP®, and John Shanley, CFP® discuss why. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do […]

Biden’s Tax Plan & Implications For Your Taxes

Emily R. Wood, CFP®, Director of Financial Planning, and Michael A. Tedone, CPA/PFS Partner, discuss Biden’s tax plan and the potential implications for your taxes.  Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take […]

Investing With a Social Conscience

Hartford Business Journal Ask the Expert Feature with Megan Trask, CFP® As more and more social and political issues take center stage, people are taking a stand in support of the causes most meaningful to them. This heightened social climate provides a unique opportunity for investors to support the causes they align with through Socially Responsible Investing. […]

White House Watch: Biden’s Tax Plan & Your Estate

Continuing with our White House Watch series, President & CEO, Kevin Leahy, CFP®, CPA, and Partner, Jarrett Solomon, CFP®, CIMA® discuss Biden’s tax plan and how it may relate to your estate.  Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take […]

White House Watch: Biden’s Tax Plan & Your Investments

Megan Trask, CFP® and John Shanley, CFP® review how President Biden’s tax plan may affect investments. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not intend to make an offer […]

Implications of Biden’s Tax Plan

Hartford Business Journal Ask the Expert Feature with Emily R. Wood, CFP® Q: What is Biden proposing in his American Families Plan, and who will be exposed to its effects? Biden’s American Families Plan has far-reaching impacts on business owners, executives, real estate investors, and Connecticut estates. Fundamentally, this proposal has the potential to shift how high-net-worth […]

Cybersecurity: Protecting Your Personal Finances

Emily Wood, CFP®, and Beth Devino, CPA discuss the importance of protecting your finances from cybersecurity threats.  Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not intend to […]

CTWM Investment Committee: Equity Exposure

The Connecticut Wealth Management Investment Committee is implementing a change to the stock side of portfolios in the coming weeks. Jarrett Solomon, CFP®, CIMA®, and John Shanley, CFP® dig into the reasons for these changes. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered […]

SRI: What is it?

 Megan Trask, CFP® and Emily Wood, CFP® discuss what you need to know about SRI: Socially Responsible Investing. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not intend […]

Prioritizing Workplace Culture

We recently had the honor of discussing workplace culture with the #BizCast crew at the CBIA to share some advice for business leaders who are looking to improve the culture of their organization. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered […]

Investment Committee: Strategic Income

The Connecticut Wealth Management Investment Committee is making a change to the bond side of portfolios. Megan Trask, CFP®, and John J. Shanley, CFP® share the reasons for these changes. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do […]

It’s About Running the Business with Intent

Hartford Business Journal Ask the Expert Feature with Kevin Leahy, President & CEO Owners of closely-held businesses do not often have access to the kinds of resources large, public entities do. This includes guidance from boards of directors and elite C-suite level professionals that would help in identifying business goals, creating plans, and providing accountability to those […]

Executive Benefits

A well-structured executive benefit plan can be an important driver in a successful and fulfilling retirement. During this video, Kathleen M. Christensen, CPA/PFS, CDFA®, Partner, and Emily Wood, CFP®, Director of Financial Planning, discuss the importance of understanding your compensation benefits and planning for what life will be like after you retire. Connecticut Wealth Management, LLC is a registered […]

Investment Committee: Themes on Our Radar

Members of the CTWM Investment Committee, Jarrett F. Solomon, CFP ®, CIMA®, Partner, Megan Trask, CFP®, Managing Advisor & Director of the Investment Committee, and John Shanley, CFP®, Senior Financial Advisor & Assistant Director of the Investment Committee recently met and wanted to share with you three of the investment themes that they will be following closely as the […]

Post-Election: Changes to the Estate Tax

Now that a new administration is coming into office, what changes will be made to the estate tax? Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with Kevin C. Leahy, CPA, CFP®, President & CEO, and Jarrett F. Solomon CFP®, CIMA®, Partner, what estate tax changes may be on the horizon.  […]

Post-Election: Tax Changes?

Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with Emily R. Wood, CFP®, Director of Financial Planning, and Michael A. Tedone, CPA/PFS, Partner, what taxes may look like post-election.  Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should […]

Strategic Shift to our Target Allocation

Megan Trask, CFP®, Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA®, Partner, share an update from the Investment Committee.  Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into […]

Why Are You In Business?

Kevin Leahy shares with the Hartford Business Journal why this is not a question to consider lightly. Read the full article.

Critical Conversations to Have On Aging

Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discuss with Robert Mauterstock the conversations children must have with their aging parents. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should […]

White House Watch: Estate Planning

Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with Kevin C. Leahy, CPA, CFP®, President & CEO, and Jarrett F. Solomon CFP®, CIMA® how the presidential election may affect estate planning. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed […]

White House Watch: Taxes

Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with Emily R. Wood, CFP®, Director of Financial Planning, and Michael A. Tedone, CPA/PFS, Partner & COO, how the presidential election may affect taxes.  Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions […]

White House Watch: Investments

Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with teammates Megan Trask, CFP®, Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA®, Partner, how the presidential election will affect the market.  Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational […]

Jeffrey Buchbinder, Market Strategist at LPL Financial

How does the stock market affect the current political arena? What is the stock market doing versus the real-world economy?   Megan Trask, CFP®, Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA® Partner, interview Jeffrey Buchbinder, CFA, Vice President Market Strategist at LPL Financial, to provide some insight about the state of […]

Real Estate Activity Amid the Pandemic

More about guest speaker David Brooke David Brooke and his team at Brooke Group Real Estate was ranked in the top 1% of the Keller Williams company. Along with his outstanding customer service that has been recognized with multiple “Best of Hartford” nominations and extensive 5 star reviews, David has established himself as a proven […]

Public Schools Will Reopen, but with Drastic Changes

What will public schools look like when they reopen this fall? Thomas Moore, Superintendent of West Hartford Public Schools, shares the challenges his district has faced during the COVID-19 pandemic and the plans to keep students and faculty safe when schools reopen. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for […]

CTWM Investment Committee: Mid-Year Update

Jarrett F. Solomon, CFP®, CIMA®, Partner & John J. Shanley, CFP®, Senior Financial Advisor provide a CTWM Investment Committee Mid-Year Update about the financial markets. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take […]

What Will College Be Like in the Fall?

The COVID-19 outbreak has thrown complications and challenges into the process of going back to college this fall. Dr. Angel B. Pérez, CEO-Elect at the National Association for College Admission Counseling provides insight into reopening colleges during a pandemic. About Dr. Angel B. PérezDr. Angel B. Pérez is an education administrator, author, speaker, teacher, and […]

Sports, The Ultimate Reality Show

Almost every sporting event has been canceled or postponed because of the coronavirus pandemic. Kevin and Denis take a timeout with Mike Golic and Mike Golic, Jr. about the future of sports and how they are adapting to face the challenges in the age of COVID-19. A Note about the InterviewDuring the pandemic, many of […]

CTWM Investment Committee: Interesting Times in the Bond Market

The Connecticut Wealth Management Investment Committee discusses a tactical shift in fixed income portfolio positions. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not intend to […]

What Keeps You Up at Night

As Connecticut cautiously opens, Joe Brennan, President & CEO of the Connecticut Business & Industry Association (CBIA) tries to find the silver lining when he discusses the challenges and opportunities ahead for businesses.  Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not […]

Safely Reopening Connecticut

Connecticut is set to partially reopen this week after a prolonged coronavirus shutdown. Joe Brennan, President & CEO of the Connecticut Business & Industry Association (CBIA) shares his insight on reopening businesses.  Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be […]

The Future of Health Care

How is our healthcare system holding up during the pandemic? What changes can doctors and patients expect? Kim Keck, President & CEO of Blue Cross & Blue Shield of Rhode Island, joins Kevin C. Leahy & Denis M. Horrigan to discuss how the healthcare system is adapting to a new environment.  Connecticut Wealth Management, LLC […]

Financial Clarity & Confidence

What does the financial road to recovery look like? Burt White, Managing Director, Investor & Investment Solutions, and Chief Investment Officer at LPL Financial continues to watch the stock market and economic response to the COVID-19 impact. During his discussion with Kevin C. Leahy, CPA, CFP® & Denis M. Horrigan, CFP®, CEPA® he provides clarity that may […]

PPP Loans: Timing is Everything

Are there signs of hope for small business owners with a second round of PPP loans? Jay Sattler, CPA, MST, Managing Tax Partner at Blum Shapiro, joins Kevin C. Leahy, CPA, CFP® & Denis M. Horrigan, CFP®, CEPA® to share some promising feedback about the additional funding. Connecticut Wealth Management, LLC is a registered investment adviser. The […]

Marketing During the Pandemic

Having a clear marketing strategy is a component of every business plan. What changes should be made to this strategy during a pandemic? Kara Mitchell and Sara-Beth Donovan from the advertising agency Mintz + Hoke helped break down the complex challenge of marketing during the COVID-19 pandemic. Learn how to re-imagine your marketing strategy to […]

The Impact & Role of the Media During the Pandemic

Whether it is social media, radio, or television, the media is a large part of our daily lives. Kevin C. Leahy, CPA, CFP® & Denis M. Horrigan, CFP®, CEPA® interview journalist John Dankosky about the challenges the media is facing covering the news during the coronavirus pandemic. Connecticut Wealth Management, LLC is a registered investment adviser. The […]

Portfolio Management During the Pandemic

Kevin C. Leahy, CPA, CPA, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners and individuals in Connecticut & throughout the country. They recently interviewed Megan Trask, CFP® Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA®, Partner, to discuss how […]

COVID-19 and the Workplace

Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners and individuals in Connecticut & throughout the country. They interviewed Attorney William A. Ryan, of Ryan & Ryan, LLC, to help provide guidance to business owners about the changes made […]

Getting Comfortable with Being Uncomfortable

Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners and individuals in Connecticut & throughout the country. They recently interviewed Ellen Palmer, CEO of Ellen Palmer Wellness, Inc. & Co-Founder and COO of Healing Meals Community Project to discuss […]

Overview of the CARES Act & Planning ideas

Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with many business owners & individuals in Connecticut & throughout the country. In this video, Kevin and Denis discuss the CARES Act, how businesses are finding the PPP loan application process, and financial […]

COVID-19 Relief Bill: Understanding the Loans & Paycheck Protection Programs

Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners in Connecticut & throughout the country. They interviewed Jay Sattler, CPA, MST, Managing Partner at Blum Shapiro, to help break down the loans and paycheck protection programs that are available […]

Technology During the Coronavirus Pandemic: Tools, Hazards & Best Practices

Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners in Connecticut & throughout the country. They interviewed Ari Santiago, President & CEO of IT Direct, to help business owners understand some of the tools, hazards, and best practices companies are […]

Investment Committee Update: Intense Market Volatility

Our Investment Committee has been meeting daily to strategize on what actions to take given the intense market volatility we have experienced over the last month.  To date, we have purposefully not rebalanced back to target as an additional risk control measure.  We acknowledge that it is difficult to look forward with so much uncertainty […]

Coronavirus Relief Bill: What It Means for Business

Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with business owners in Connecticut & throughout the country. They recently interviewed Joe Brennan, President & CEO of Connecticut Business & Industry Association (CBIA) to help business owners understand the relief programs the […]

Stock Market Volatility

Stock market volatility has continued this morning, leading to the trigger of market-wide circuit breakers. Put simply, market exchanges have mechanisms in place to try to help reduce panicked selling. The New York Stock Exchange declined by more than 7% this morning at the open, which triggered the first circuit breaker that halted trading for […]

CTWM IC: Market Sensitivity

The last few trading days have not felt comfortable but market sensitivity to a headwind like a Coronavirus is not surprising. While the fear of a more serious outbreak is a legitimate concern, progress towards containment with immaterial impact on global economic forecasts is still the expectation and therefore we recommend staying the course. We […]

CTWM IC: Simultaneous Growth?

Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far. Stocks and bonds typically do not experience simultaneous growth and certainly not of this magnitude for bonds. But, these are not normal times; domestic economic growth is steady yet global demand is weakening, trade uncertainty […]

Think Pink Women’s Event

Location: Delamar 1 Memorial Road, West Hartford, CT MINDFULNESS Thank you for joining us at the CTWM Think Pink event on Wednesday, October 30, 2019, at the Delamar in West Hartford!  Guest Speaker: Ellen Palmer, Certified Holistic Health + Life Coach  Event Handouts:  CTWM Think Pink mindfulness exercise 5 Step Morning Routine for Thriving Mindfulness to Create Lasting Change […]

CTWM IC: Factor Investing

Our last few portfolio updates have shared a recurring theme; we have taken gains in growth assets and moved to slightly more defensive positioning recognizing that we are likely later in the economic cycle. While we certainly appreciated the extra downside protection at the end of 2018, it was a very fast recovery, and we […]

CTWM Investment Committee: A Little Goes a Long Way

A little goes a long way. Perhaps, a phrase many of us can relate to in some way whether we’re referring to a change in our spending habits, showing kindness to a stranger, or adding hot sauce to our dinner. Our investment committee works tirelessly to find opportunities, big and small, to drive better outcomes […]

CTWM Investment Committee: Portfolio Update

The end of the first quarter of 2019 has brought sunshine, baseball, and one of the best quarters US stocks have seen since the 90’s. While the sharp recovery from last year’s market declines has been a welcomed move, we are mindful that we have just celebrated the 10-year anniversary of the current bull market […]

2019 Tax Season 1099 Consolidated Statements

To help you plan for the preparation of your income tax return, please find below the mailing schedule for your 1099 consolidated statements from LPL Financial.  LPL Financial mails 1099 consolidated statements in waves to account for various deadlines and income variations so that your tax information is timely, accurate and reliable. Wave Description 01/31 This […]

Robots Versus Humans: Financial Advisers for the Digital Age

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. To some, this would sound ludicrous […]

8 Tips for Finding Balance Between Work and Life

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. Americans work an average of 34.4 hours a […]

Politics & Your Portfolio

Location: Pond House: West Hartford, Connecticut Our Outlook: Politics & Your Portfolio event took place on Thursday, May 19 from 5:30 – 7:30 pm at the Pond House in West Hartford, Connecticut. The 2016 Outlook panelists were Joseph Maietta from Mainstay, Alec Young from Oppenheimer, and Robert Almeida from MFS.