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…

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…

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…

Real Estate Scam

In a recent article in Sunday’s real estate section of the Chicago Tribune, columnist Kenneth R. Harney called attention to a scam hitting the real estate world. The new scam involves predators hacking into the real estate agent’s email, then following the email exchange, waiting for just the right moment to hijack the conversation. The hacker, making his…