Members of the CTWM Investment Committee, Jarrett F. Solomon, CFP ®, CIMA®, Partner, Megan Trask, CFP®, Managing Advisor & Director of the Investment Committee, and John Shanley, CFP®, Senior Financial Advisor & Assistant Director of the Investment Committee recently met and wanted to share with you three of the investment themes that they will be following closely as the […]
Megan Trask, CFP®, Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA®, Partner, share an update from the Investment Committee. 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 […]
How does the stock market affect the current political arena? What is the stock market doing versus the real-world economy? Megan Trask, CFP®, Managing Advisor & Director of Investment Committee, and Jarrett F. Solomon, CFP®, CIMA® Partner, interview Jeffrey Buchbinder, CFA, Vice President Market Strategist at LPL Financial, to provide some insight about the state of […]
Jarrett F. Solomon, CFP®, CIMA®, Partner & John J. Shanley, CFP®, Senior Financial Advisor provide a CTWM Investment Committee Mid-Year Update about the financial 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 […]
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 […]
Our Investment Committee has been meeting daily to strategize on what actions to take given the intense market volatility we have experienced over the last month. To date, we have purposefully not rebalanced back to target as an additional risk control measure. We acknowledge that it is difficult to look forward with so much uncertainty […]
Stock market volatility has continued this morning, leading to the trigger of market-wide circuit breakers. Put simply, market exchanges have mechanisms in place to try to help reduce panicked selling. The New York Stock Exchange declined by more than 7% this morning at the open, which triggered the first circuit breaker that halted trading for […]
The last few trading days have not felt comfortable but market sensitivity to a headwind like a Coronavirus is not surprising. While the fear of a more serious outbreak is a legitimate concern, progress towards containment with immaterial impact on global economic forecasts is still the expectation and therefore we recommend staying the course. We […]
Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far. Stocks and bonds typically do not experience simultaneous growth and certainly not of this magnitude for bonds. But, these are not normal times; domestic economic growth is steady yet global demand is weakening, trade uncertainty […]
Our last few portfolio updates have shared a recurring theme; we have taken gains in growth assets and moved to slightly more defensive positioning recognizing that we are likely later in the economic cycle. While we certainly appreciated the extra downside protection at the end of 2018, it was a very fast recovery, and we […]