facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


OUR LATEST INSIGHTS

%POST_TITLE% Thumbnail

Empowering Your High School Graduate: Essential Steps for Financial and Medical Preparedness

As your child leaves home for college, equipping them with more than just textbooks and dorm essentials is important. While they may be eager to embrace newfound independence, parents should ensure they have legal and financial safeguards in place. From ensuring power of attorney documents for health care and finances are in place to teaching budgeting skills and encouraging long-term financial planning, here's how to empower your college freshman for success.

Read More
%POST_TITLE% Thumbnail

Energy Constraints Will Hamper Near-Term Productivity Gains: Inflation to Persist

In this article, our Chief Investment Officer, Jim Brilliant, CFA, discusses why we believe energy constraints and high interest rates on rising US debt levels will be contributing factors to sticky and possibly higher inflation in the short to medium term. He highlights why the transition from fossil fuels to renewable energy and the investments needed to electrify everything from artificial intelligence (AI) and data centers to semi-conduction plants and electric vehicles, are adding to inflationary pressures. Last, Jim provides an update on the CM investment strategy

Read More
%POST_TITLE% Thumbnail

Gold Investments Unveiled: Balancing Protection and Opportunity with Physical Gold, Gold Miners, and Gold Bullion

For investors looking to diversify their portfolios with gold, there are several avenues to explore, each with its own unique advantages and considerations. In this article, we not only delve into the merits of owning physical gold but also shed light on the potential benefits of investing in publicly traded gold miners and participating in the gold market through publicly traded gold bullion.

Read More