February 2024 Q. Why do we have to do tax returns? Doesn’t the IRS already have all the info? I don’t have a business, so why doesn’t...

February 2024 Albert Einstein considered compound interest the "8th Wonder of the World."  It is a powerful force for growing savings and...

February 2024 As an investor you probably have often asked yourself, should I be more concerned about the Dow Jones Average or the...

February 2024 Despite expectations to the contrary, stocks prices have continued to climb. For the past twelve months the return of the...

July 2023 Jack Bogle, Vanguard’s founder, famously said he could fix Social Security in five minutes. Unfortunately he passed on before...

July 2023 ESG is an abbreviation for environmental, social and governance. Investing in ESG refers to investment strategies that attempt...

July 2023 Customers with an aggregate investment in Vanguard funds of at least $1,000,000 are designated Flagship. They get discounts on...

July 2023 Government funded studies find that most people want the good news first. The good news is the economy is strong, the...

April 2023 Interest rates are the cost of borrowing money or the reward for lending it. The Federal Reserve sets the federal funds rate,...

April 2023 Both the stock and bond markets finished the first quarter with single digit gains. The stock returns listed in the table...

April 2023 Based on recent events in California, you don’t need to worry, as long as the government is willing to expand FDIC insurance...

December 2022 On the very first business day of 2022 the S&P 500 index hit its all time high of 4,797. For the next nine months it was...

January 2023 A friend asked me for a recommendation for a financial advisory firm and, of course, I referred her to CIM. She asked would...

Decoding the new Clean Vehicle Tax Credit January 2023 A lot of folks are considering switching to an electric vehicle (EV). Their...