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 […]
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 […]
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, […]
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 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 […]
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.
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 […]
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 […]
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 […]
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 […]