MANAGEMENT SERVICES FOR 401(k)s, 403(b)s, 529s For years I (Steve) have been searching for a tool to help clients manage their 401k and 403b accounts. Finally, that day has come! Through our partners at Ponterra, we can manage your 401k by accessing your retirement...
How to Build and Protect Your Portfolio in the Coming Decade So the future forecast for stock and bond returns looks dismal, doesn't it? To remind you of my last missive, I've included the 7-year forecast for stocks and bonds below. Today, we're going to get specific...
What investors should watch in 2022... Welcome to 2022! I hope it will be a healthy, happy year for everyone reading this. While I'm stopping short of making formal "predictions," here are a few things I wouldn't be surprised to see happen this year -- and that could...
"You never know who's swimming naked until the tide goes out..." This is one of my favorite Warren Buffett quotes. What on earth does that have to do with investing, you might ask? Well, you never really know how exposed your investment positions are until they are...
Where Are We Today? A Sense of History As someone who has been in the markets for at least 35 years now, I've realized just how important it is to have a sense of history. Of course, that knowledge is not a prerequisite for participation in the markets or even taking...
Here's a call I always hated to get in the past from clients: "Hey Steve, I've got this annuity and would like to do something with it. Can you help me?" Unfortunately, my answer was usually, "Probably not." You see, annuities and other insurance based products have...
At CSH Investments, we believe that something as personal as financial planning deserves professional guidance that is just as personalized. Just one aspect of our personalized service approach is our passion for keeping our clients informed. CSH Investments sends...
"Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, and one by one." --Charles Mackay Extraordinary Popular Delusions and the Madness of Crowds. That's a mouthful. And, actually, it's a...
Being a member of the investment team at CSH has exceeded my expectations. Of course, it doesn't always work out that way when you take a new job. Let me explain... In my prior life, my dream was to become a golf professional. For most, that evokes images of what you...
Recently we shared with you the top ten questions you should ask when interviewing a potential financial advisor. It’s essential to find a trusted financial advisor to meet your unique needs, so it’s important to ask lots of questions and gain a thorough understanding...