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Brexit Strategy

  Looking back a week after the unexpected vote by Great Britain to exit the European Union, it is easy to observe the great uncertainty that vote caused, both politically and economically. With it, there was global market volatility as well. The US stock market (as measured here by the DJIA) went down nearly 5%…

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Focusing on the long term

  “What are you doing to prepare for the November election?” the board member asked us. The CTC investment team was at the recent meeting to discuss the charity’s investment results year to date and what, if any, changes were being made to its portfolio. “Are you going to cash?” This question is being asked in…

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Time to review your finances

It’s hard to believe that it’s already June; how quickly 2016 is passing by. The remnants of winter have given way to the warmer, sunnier days of spring, and the long, hot, school-free days of summer aren’t far behind. And before we know it, class will be back in session and tree leaves will don…

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CTC Podcast Episode 5: Baby Talk

  Starting a family offers plenty of unique challenges and requires smart financial planning. According to the US Department of Agriculture, as of 2013, the average cost to raise a child to the age of 18 is almost $250,000. And that doesn’t even include the cost for college tuition. So how do parents pay for…

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The Fiduciary Rule

The US government is doing something positive for retirement investors. The Department of Labor is putting out a new rule for financial advisors who provide investment advice on retirement investments:  they have to act in the best financial interest of the client and they have to disclose any conflicts they may have. This is called…