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 […]
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 […]
FARMINGTON, Connecticut – March 31, 2022 — Connecticut Wealth Management, LLC(CTWM) was named to the top spot in the small/medium business category for the ‘Best Placesto Work in Connecticut‘ awards, an annual, statewide program created by Hartford BusinessJournal and Best Companies Group. This is the third year the company has won the number onespot and […]
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 […]
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.
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.
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, […]
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.
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 […]
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.