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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]