CWM Blog
Sunday, May 7, 2017
Corrections are common and by definition are buying opportunities, but humans are wired to sell into them… A stock market correction is a temporary decline in the stock market of 10% or more, which does not interrupt the uptrend...
Read More“As most Americans know, we live in an age when it’s not a matter of if, but when you will become a victim of identity theft” - FTC Chairwoman Edith Ramirez Feb 2016Top Tips For Preventing Identity Theft Add antivirus...
Read MoreDrinking out of a fire hoseYes, it can be overwhelming with the 24/7 financial media and our friends/community sending us links to “news – usually negative as that is what resonates more” via social networks. After...
Read MoreDear Clients and Friends,Welcome to Chatham Wealth Management's Year End Newsletter. Each January, we like to review the big-picture events and scenarios of the past 12 months that influenced our investment strategies and ultimately...
Read MoreDo you remember the New Jersey tourism slogan from the early eighties: “New Jersey and You, Perfect Together”? The message for vacationing in New Jersey meant: long white beaches, surf fishing, entertainment and amusements,...
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Ronald Read was born in Dummerston, Vermont on October 23, 1921 and died June 2, 2014. Despite, earning a modest living as a gasoline attendant and then as a janitor at JC Penney, Mr. Read amassed an $8 million fortune by investing...
Read MoreIn an era of low bank CDs and bond interest rates, we have been increasing our allocation to high quality dividend stocks or “bond like stocks” while reducing our investments from CDs and bonds. This strategy is especially...
Read MoreOften times, clients reach out to CWM looking for an opinion on an investment (or product) that just sounds too good to be true. They are intrigued by the “guarantees” and “I can’t lose money” features....
Read MoreINVESTING TRUMPS WHO IS ELECTEDIn recent meetings, I can’t recall anyone asking me about China and oil as these scares are fading away like concerns about Greece and the collapse of the Euro did. The focus now is Donald versus...
Read MoreIt might seem like the sky is falling. The media makes it sound that way. Many of your family or friends may say so. Even you may feel like the sky is falling when your investment statement shows a sudden and rapid...
Read MoreIf you are standing in the doorway trying to protect yourself as the sky (i.e. stock market) falls, then consider these ideas to help you remain calm.1. Keep your long-term goals in mind: Remember that you have an investment...
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Goldilocks is good for the stock market The Goldilocks economy that is not too hot and not too cold is ideal for the stock market. An economy that is too hot raises the likelihood of rapid increases in interest rates that will...
Read MoreAs an update to my commentary several weeks ago, we have been watching closely legislation regarding renewing the so-called Tax Extenders, as mentioned, a series of tax provisions that have lapsed and been reinstated (i.e., extended)...
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As 2015 draws to a close, a turbulent economic and legislative environment means CWM is keeping a close eye on several major planning issues to properly guide our clients:Checking on CongressThe most important thing to do this year for...
Read MoreMany clients and friends I speak with seem to believe that the current stock market rally will end very shortly and a recession is right around the corner. We do not believe this is the case for a number of reasons.
Read MoreWhy Investors Should Avoid Market Timing - A Long-Term, Total Return Perspective
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In the 1994 movie, Pulp Fiction, Mia Wallace ordered a milkshake at Jack Rabbit Slims that cost $5 prompting Vincent Vega to ask, in surprise, “Did you just order a five dollar shake” . After tasting the shake he comments...
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Advisor Alpha – It’s More Than Just Portfolio Performance
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5 Tips for Bulletproof Liquidity and Financial Readiness By Michael T. Ryan - October 2015Unexpected expenses and financial emergencies are unfortunately part of life. As John Lennon once said, "Life is what happens to...
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"Thank you sir, may I have another"…Paying for college….Everyone should complete the FAFSA to be considered for financial aidBy Brian McGeough - October 2015When it comes to paying for college, John Blutarsky would probably...
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China's After Hours Farming! By John Lui - August 12, 2015 While the Shanghai Disney Resort is not expected to open until the Spring of 2016, locals need not wait as they can take a roller coaster ride on the Shanghai Stock Exchange...
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529 Plans – Withdrawal Traps to AvoidBy Gregg Shaw – February 2015As we approach the end of the school year and prepare for the excitement of summer, it won’t be long for high school seniors to be heading off to...
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Welcome to Chatham Wealth Management's Year End Newsletter. Each January, we like to review the big-picture events and scenarios of the past 12 months that influenced our investment strategies and ultimately impacted the value of your portf
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In meeting with my clients, their biggest concern is that the stock market will have to collapse because it has gone up so high since the March 2009 bottom. Their rationale is, “what goes up must come down”. Although the price level of the
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It’s 3am and a wife sees her husband whispering into the phone. Any normal person would suspect something is not right. Just like the wife in the State Farm commercial, investors
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The U.S. economy continued to grow at a steady clip in the second half of 2014.
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Six Reasons to Consider a TrustMany people believe establishing a trust will eliminate estate taxes. Although true with certain types of trusts (i.e., irrevocable trusts), people often fail to appreciate the power a trust...
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Social Security: “Prepare for your Someday”By Gregg Shaw – September 2014Each day, thousands of Americans apply for first time Social Security benefits. Unfortunately, due to the complexity of the...
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““I’ll gladly pay you Tuesday for a hamburger today”.”J. Wellington Wimpy By John Lui – August 2014E. C. Segar, the Great Depression Era cartoonist, who created Popeye, also gave us Wimpy...
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Tuesday, April 1, 2014
The second quarter of 2014 was a solid one for most asset classes.
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BRICS as in Brazil, Russia, India, China and South Africa, which represented the fastest growing emerging markets over the last few decades,
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Saturday, March 1, 2014
Advisers worry about high-speed trading backlash from
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Friday, January 10, 2014
2013 Year in review - A look back at some of the market influencing events:
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Friday, December 20, 2013
As we prepare for the busy holiday season, year-end (2013) is quickly coming to a close. The 2013 federal tax code contains a large number of new items, with implications...
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Friday, November 1, 2013
In today’s environment, it is discouraging to go to the local bank and see the rates you will get on a 6 year CD (certificate of deposit) or one year CD. The website, Bankrate.com publishes the average yield on bank CDs.
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In today’s investment environment, portfolio managers are questioning the use of the traditional allocation of 60% in stocks and 40% in bonds.
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Advisory Fees: Can I Take a Tax Deduction?By Gregg Shaw – Feb 2013Now that tax season is in full swing and with less than one month to go until April 15th, taxpayers are looking for any deduction they may qualify for to reduce...
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Monday, January 7, 2013
All of us at CWM are extremely grateful for another successful year
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Sunday, December 30, 2012
Charitable Giving Strategies in an Uncertain Tax Environment
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It's not easy being a retiree in today's environment of low interest rate and
Read MorePresidential address captivates advisors
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Tuesday, February 1, 2011
Roth IRA's Clients are asking by Gregg Shaw - Febuary 1st
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