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 […]
FARMINGTON, Connecticut—February 24, 2020—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, today announced three-team milestones. John J. Shanley, CFP®, has been promoted to Senior Financial Advisor, where he will continue to work with clients to develop a […]
FARMINGTON, Connecticut—January 21, 2020—Kathleen M. Christensen has been promoted to Partner at Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management. “With this promotion, we recognize Kathy’s unwavering commitment to our clients, our team, and our community,” said […]
More than 3,000 Connecticut-area wealth managers were considered for the award—only 289 were selected as recipients FARMINGTON, Connecticut—December 4, 2019—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, announced today that 10 team members received the 2019 ‘Five […]
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 […]
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 […]
A combined team leverages the shared value of building genuine client relationships FARMINGTON, Connecticut—September 18, 2019—Connecticut Wealth Management, LLC. (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, announced today they have successfully merged Bloomfield-based Capital Strategies into the Connecticut Wealth Management […]
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 […]
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 was recently recognized by The Bridge Family Center at their annual meeting. Click here to read more.