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We enjoy educating our clients and providing the solutions they need to pursue their financial goals, without all the complicated language. We create clarity out of complexity.

This Just in: CCWM Seasonal Magazine

Perspectives Fall 2022 Edition

Perspectives Fall 2022 Edition

In This Issue:

  • Preparing for a Once-in-a-Lifetime Experience
  • Hunting Zombified Accounts
  • Holiday Door Decor
  • Give Your Autumn Baking a Twist

9 investment pitfalls

The financial markets reached record highs in 2017, reflecting a growing economy.

  1.  Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate.
  2.  Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. While balancing ongoing changes can seem daunting, a steady course can help buffer you against turbulence and uncertainty.

To help you overcome these challenges, we’ve compiled a list of common mistakes and guidelines.