Sound asset allocation is the critical foundation for every successful investment portfolio. We at CWM have always preached the need to be diversified, to own quality, and to have patience when markets are volatile and fear is outpacing greed. Some days that is easier said than done, but we strongly believe... read more →
Feb
16
Feb
14
Fears of a major conflict between Russia and Ukraine/NATO intensified over the past week as White House officials urged all U.S. citizens to leave Ukraine as intelligence suggests ‘major military action very soon’. Of course, diplomacy can, and we hope, prevail but in case it does not we wanted to... read more →
Feb
08
With 56% of companies (worth 73% of market capitalization) of the S&P 500 index having reported results for Q4 2021, it is shaping up to be another remarkable quarter for corporate America. Compared to the same period last year, sales for S&P 500 companies are coming in 16% higher, while... read more →
Jan
27
From January 4th, the S&P 500 has fallen close to 10%. A monthly decline of this magnitude has occurred 15 times in the last 50 years; and of those 15 times, 11 have occurred during recessions. We are not in a recession and our proprietary recession model currently forecasts a... read more →
Jan
26
The American population continues to age, and more and more baby boomers are entering their twilight years. Every day, 10,000 Americans reach retirement age; and baby boomers are retiring with the lion’s share of U.S. disposable wealth. Advisors have the opportunity of managing not just senior clients’ accumulated wealth, but... read more →
Jan
19
Our Chief Compliance Officer has put together a summary of the fiduciary advice exemption PTE 2020-02 for our own Wealth Managers. PTE 2020-02 provides an exemption from the prohibited transaction rules for investment advisor fiduciaries with respect to employee benefit plans and individual retirement accounts (IRAs). Please consult your compliance consultant... read more →
Dec
07
Carl Noble, Senior Vice President of Investments and Sauro Locatelli, Director of Quantitative Research, of Congress Wealth Management join us today to discuss their recently authored peer-reviewed white paper for the Journal of Financial Planning on how sector rotation and asset allocation, in sync with the economic business cycle, can... read more →