Pro VS. Solo Investing
Pro Vs. Self-Managed
In 2018, the S&P 500 was down -4.38% and the average investor lost -9.42%. (DALBAR) Emotional decision-making was a major factor, and we explored this topic in a recent article here. bit.ly/2Zmo1Vu
The Proust Questionnaire Journey Continues with Christopher Much
The Proust Questionnaire Journey Continues with Christopher Much
Christopher Much steps up to the Proust Questionnaire plate today, giving us some visibility into what makes him tick. Did you know that when he’s not crunching numbers and consulting with clients, Chris throws on a Gi and can be found studying the art of jiu-jitsu? Meet Chris. http://bit.ly/cts_proust2
Jonathon Much Takes the Proust Questionnaire
Jonathon Much Takes the Proust Questionnaire
In the late 1800’s, the Proust Questionnaire emerged as a popular parlor game and a way for friends and associates to better get to know one another. We distributed the questionnaire to the CTS team so that you could see what makes them tick. Jonathon Much is first up in answering the Proust Questionnaire.
Choosing a Financial Advisor: What to Know Before You Invest
Choosing a Financial Advisor: What to Know Before You Invest
Choosing a financial advisor may be one of the most important financial decisions that you’ll ever make, and the quality of this advisor’s advice could heavily influence your long-term financial success. Consider these things before making your selection. http://bit.ly/choosing_advisor
Active Management: A Potential Cure for the Volatility Blues?
Active Management: A Potential Cure for the Volatility Blues?
Even when markets seem to be steadily climbing, investors can find it difficult to maintain the discipline required to stick with a long-term investment plan. When markets become volatile, that discipline can be even more challenging. Is there a better to preserve your assets during these times of heightened market volatility and help you feel more comfortable looking to the horizon? Grab our new article – http://bit.ly/2HnyzPk
Taking an Active Role in Your Family’s Wealth Management Process
Four tangible steps to follow your family’s financial roadmap
Likely, your parents haven’t shared their financial goals, intentions and legacy wishes with you. A discussion of family financial values and wealth transfer plans is an inherently difficult, albeit necessary, conversation. While no one wants to have this conversation with their parents or loved ones, we think it’s a necessary step that can provide you with the roadmap you need to follow and thoughtfully execute your family’s financial plan.
We are excited to share with you our latest piece, Taking an Active Role in Your Family’s Wealth Management Process, which suggests four tangible steps for starting this process. Download a copy of this piece now.
Giving Back with Planned Philanthropy
What part does philanthropy play in planning a lasting legacy?
At CTS, we understand that success in life is about more than amassing wealth. It’s about the conscious legacy you leave behind for your loved ones, community, and society – the lives you’ve touched or perhaps even changed. We created this special article to share what we believe are some of the financial and social benefits of a proactive approach to philanthropy. Grab a copy here.
Rise of the Robots or a Relationship Renaissance?
Rise of the robots? Not so fast.
Are we experiencing a rise of the machines or an opportunity for a relationship renaissance? When it comes to robo-advisors, CTS believes in forward-thinking technology but not at the expense of hands-on research and face-to-face interaction. DOWNLOAD our latest article for our take on the robo-advisor movement, and why we believe you deserve more than just automation.
