Thank you for your business. We respect and appreciate the trust you have placed in us. We appreciate any and all questions. Please let us know what you are thinking…. the better you understand, the better we understand.
2018 Annual Letter Please click the link below to read our annual letter.
2018 has been a different experience for investors compared to the recent past, in a word Volatility or to some, risk. Many areas of the world are experiencing slowdowns in their economies and hence a decline in the market price of assets (e.g. stocks), be it China or other emerging economies. The U.S. has now started to experience increasing volatility and investors are getting nervous.
General Questions What is a 401(k)? A 401(k) plan is an employer-sponsored retirement savings plan that allows an employee to contribute a portion of his or her paycheck into a tax-advantaged investment account. In some cases, employers may match employee contributions.
CTMA builds portfolios to meet client objectives: income, growth, preserve wealth, and or a combination of the three.
2017 was a good year for investors. But what’s next and when will asset prices correct? In the short run, asset price fluctuations are a function of psychological adjustments to change, which are almost impossible over time to accurately predict. However, something to consider…..