Resources and Financial Tools
Your Hub for Financial Empowerment
Welcome to our education hub, your go-to resource for confidently navigating the complexities of personal finance. Our thoughtfully curated selection of articles, calculators, and the latest market trends, along with our video library, provides engaging content designed to equip you with the essential tools you need to understand and assess your financial situation.
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06 Dec 2024
CIO Insights
Gravy, Gratitude, & Market Gains
Black Friday concluded the final day of November trading, and the holiday-shortened session put an exclamation point on a tremendous month for equi...
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07 Nov 2024
CIO Insights
Yielding The High Ground
October ended with a downturn for the major indices, which were spooked by mixed corporate earnings, increasing bond yields, and the looming presid...
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04 Oct 2024
CIO Insights
Rate Cuts Engaged
Financial markets defied typical September weakness – often the worst-performing period of the year – to conclude a winning month and quarter. The ...
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13 Sep 2024
CIO Insights
Signals Sent
After hitting all-time highs in July, cracks began to appear during the month of August. The unofficial last summer month began with a ferocious se...
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20 Aug 2024
CIO Insights
The Great Rotation
Like Independence Day fireworks, equity markets popped off in July, with the S&P500 notching its 10th consecutive monthly gain and tagging its ...
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07 Jul 2024
CIO Insights
Halftime!
Posted by Jason Edinger on Tue, 07/02/2024 – 11:22 First Half Highlights Tempus fugit. An apt Latin reminder that time is fleeting. With the ...
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11 Jun 2024
CIO Insights
Nvidia Games
Posted by Jason Edinger on Sunday, March 3, 2024 The rally rolls on. Hard. Statistically, February is a challenging month, but this go ‘round the b...
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11 Jun 2024
CIO Insights
Rain Down On Me
Posted by Jason Edinger on Friday, May 3, 2024 Indisputably, the weather affects mood, and the mood amongst investors in April was gloomy and downb...
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11 Jun 2024
CIO Insights
Four Stars Out Of Five
Posted by Jason Edinger on Tuesday, June 4, 2024 May was a solid month for equity markets, rebounding from a weak April to close in the black for t...
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05 Apr 2024
Financial Guidance
What Can a Financial Advisor Do for You?
How can you get closer to achieving your financial goals? Depending on your income, assets, investments, and personal knowledge of finance, you may...
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05 Apr 2024
Financial Guidance
Ways to Reduce Your Tax Liability
Want to pay less taxes? If given a way to legally reduce tax liability, most Americans would welcome that opportunity with open arms. But methods f...
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05 Apr 2024
Financial Guidance
Financial Tips for Female Breadwinners
An increasing number of women are becoming primary breadwinners in their households, so one might assume women are also taking on most of the finan...
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05 Apr 2024
Financial Guidance
8 Things to Consider Before Buying Your Aging Parents Home
The “great wealth transfer” is set to take place over the next two decades, when baby boomers (the wealthiest generation in American history) will ...
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05 Apr 2024
CFN Market News
CFN Market News 2024 Quarter 1
Market Update—Quarter Ending March 31, 2024 Posted April 4, 2024 Strong Start to the Year for Stocks A positive March for stocks caps off a solid f...
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05 Apr 2024
CIO Insights
Serenity Dow
Posted by Jason Edinger on Tuesday, April 2, 2024 Coming off a robust quarter to conclude 2023, US equities rode the momentum to a series of new al...
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13 Feb 2024
CIO Insights
A Tale of Two Years: ’23 In Review and ’24 In Prediction
Posted by Jason Edinger on Friday, January 5, 2024 In Review: Following a tumultuous and disappointing 2022, we faced a fork in the road in terms o...
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