Articles by CFG Wealth Management


Wealth Management for Business Owners


 



Articles of Interest


This commentary discusses recent global events in Japan and the Middle East within the context of the global energy market. It includes an in-depth discussion of the Middle East's role in these markets and the outlook for the future.





New Rules for Roth IRAs

Americans are increasingly relying on their personal savings to fund retirement. Reasons for this include e
mployers' discontinuing of their pension plans, shift of the responsibility for saving to individual employees, and increased life expectancy; all these have contributed to an overburdened social security system that, according to numerous reports, is expected to become insolvent in our lifetime.


Is the Time Right for Investing in Real Estate?

The above headline is a loaded question—it implies that market “timing” should play a critical role in making real estate investing decisions, in the same way that technical analysts attempt to time the buying and selling of stocks. In reality, while all investment performance is tied in varying degrees to timing, investors may want to consider different metrics to gauge when transacting in real estate.


Bulls Vs. Bears: A Look at Both Sides of the Current Environment

Historically, equity markets have often mirrored the calm and lazy pace of summer, but this year investors seem to have their eyes fixed on the dark clouds of summer storms. The question is whether they're as harmless as heat lightning, or as dangerous as a summer hurricane.




Chocolate, Lions and . . . Taxes

February may be best known as the month when Cupid takes center stage, and early March for when the lion comes roaring in, but this time of year is also ideal for getting your tax documentation in order.





Tax Season Internet Scams

“Experience is the name everyone gives to their mistakes.”
— Oscar Wilde

One mistake you don't want to make, though, is to fall victim to an Internet scam, which could lead to the loss of money or even your identity.



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