facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

 Wealth Wednesday

Looking for something specific?  Enter your Search Terms Here.

%POST_TITLE% Thumbnail

The Difference Between Investment Return and Investor Return

Investing is a key component of your financial plan. To be successful, one of the most important traits you need is intestinal fortitude. Reaching for return introduces some emotional stress, and sometimes that stress can be Intense. Big decreases in value cause many people to sell investments – and most do it when they shouldn’t. Today, we talk about the difference between investment return and investor return.

Insights Retirement Planning Investing Stock Market
%POST_TITLE% Thumbnail

Meet the New Faces at Commonwealth

Planning for the future is something we firmly believe. It not only applies to our clients but also to our firm. Today, there are eight financial advisors at Commonwealth. The experience on our team ranges from 10 months to over 40 years. It is also critical for us to also plan for the future, and that means finding bright young minds. In the last few months, we added two financial planning residents. Today we introduce you to Madison Gontarek and Khoury Kloss.

Insights
%POST_TITLE% Thumbnail

CFS at 20 Years: A New Chapter

This year, Commonwealth Financial Services celebrates its 20th anniversary as a firm. Over that time, we have made many changes. Those evolutions culminated this year as our firm became an independent Registered Investment Advisor. The financial services industry confuses many people. Many different firms serve different roles and the lines between them lead to confusion. Today on Wealth Wednesday, we try to clarify those roles. There are some important distinctions that impact how you seek planning and advice. In addition, we have introduced a new name into the mix. Charles Schwab now serves as our primary custodian. We explain the role and function of the custodian and why we

Insights