As 2024 winds down, strong market performance and the upcoming election are prompting questions about navigating volatility, potential changes to estate taxes, and market impacts from policy shifts. In our most recent update from our Investment Committee, the team discusses key insights and proactive steps to help you stay aligned with your financial goals amid […]
As a business owner, you invest considerable time, energy, and resources into building a successful company. Now, as you plan for the future, it is essential to explore strategies that protect your wealth and secure your family’s financial legacy. While it may not be the right fit for every business owner, gifting shares of your […]
FARMINGTON, Connecticut – Connecticut Wealth Management (CTWM) is thrilled to announce that Emily Wood, Partner and Chief Client Officer (CCO), successfully earned her Certified Merger & Acquisition Advisor (CM&AA®) credential. This achievement brings the total number of CTWM advisors focused on business exit planning to three. Alongside Wood, Patrick Sullivan, Managing Planner, also holds the […]
Over the next 10 years, 75% of business owners plan to exit their business, with 50% planning to do so in the next five, according to the 2023 National State of Owners Readiness Report by the Exit Planning Institute. Effective succession planning has never been more critical, and clear communication is at the heart of […]
FARMINGTON, Connecticut – Connecticut Wealth Management (CTWM) is proud to announce that Michael A. Tedone, CPA/PFS, Partner and Chief Financial Officer (CFO), has been honored as a recipient of Hartford Business Journal’s C-Suite Awards. The C-Suite Awards recognize top-performing C-Suite level executives in the Greater Hartford area who display commitment to good ethics, reporting, and […]
In the most recent update from CTWM’s Investment Committee, John Shanley, Partner and Managing Advisor, and Josh Sweeney, Director of Investments, explore how leveraging money markets can help position your portfolio for long-term success and the strategic benefits of holding fixed income. The Money Market Landscape You see it all over the news – interest […]
Your business functions as a thriving ecosystem. However, what might surprise you is that roughly 80 percent of its value is derived from intangible assets, according to the Exit Planning Institute. These encompass human capital, customer capital, structural capital, and social capital. While each of these intangibles are critical components of your business valuation, human […]
Do I need a financial advisor, or should I do it myself? Perhaps your circumstances have changed, and you keep asking yourself this question. While arguments can be made for both sides, choosing to work with a financial advisor can help you map out your financial future with the goal of achieving independence and empowerment. […]
In the latest update from CTWM’s Investment Committee, John Shanley, Partner & Managing Advisor, and Josh Sweeney, Director of Investments, answer three questions that have been top of mind for our advisors, clients, and all who stay in tune with market events. 2024 Market Outlook & Election Impact Keeping with the theme of “broken record,” […]
In celebration of Women’s History Month, we are spotlighting valuable insights from female leaders in our community. In this interview, Connecticut Wealth Management (CTWM) chats with Rhonda Tobin, Managing Partner at Robinson+Cole, a law firm with 500 attorneys and professional staff throughout the Northeast, mid-Atlantic, Florida, and California. Rhonda Tobin is a highly-regarded trial attorney […]