Megan Trask, CFP®, John Shanley, CFP®, and Josh Sweeney, CFA provide an Investment Committee market update from the last quarter. 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 […]
Megan Trask, CFP®, and John Shanley, CFP® provide an overview of the market environment and how portfolios are responding. 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 […]
Megan Trask, CFP®, and John Shanley, CFP® review how CTWM’s investment approach faired in 2022 and discuss current market conditions and the outlook for 2023. 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 […]
John Shanley, CFP®, and Dan Ballou, CFP® recap the key takeaways from October’s webinar with Fidelity Investments while also reflecting on some of the more attractive investment opportunities currently out there. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific […]
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 […]
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 […]
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 […]
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 […]
Megan Trask, CFP®, and John Shanley, CFP®, provide a performance overview of CTWM’s investment portfolio and what is top of mind for the firm moving forward in 2022. 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 […]
The CTWM Investment Committee is implementing a portfolio change in the coming weeks. Megan Trask, CFP®, and John Shanley, CFP® discuss why. 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 […]