Reading Time: 2 minutes A common question from mutual fund owners that we commonly receive during tax season is, “Will I have taxes due on mutual fund capital gains when I didn’t sell any shares of the fund?” The unfortunate answer is yes. In some...
Reading Time: 4 minutes July 2022 Market Summary The S&P 500 Index produced a +9.2% total return during July, underperforming the Russell 2000 Index’s +10.6% total return. All eleven S&P 500 sectors produced positive returns during July. Consumer Discretionary...
Reading Time: < 1 minute CF Financial is proud to sponsor the 9th annual educational B2B CFO Ballpark Event on August 2nd, 2022 in Dallas-Fort Worth. This year’s theme for the event is “Are You Ready for Your Next Big Business Decision?” The...
Reading Time: 7 minutes Looking Back at a Rocky First Half of 2022 Financial markets remained unsettled and volatile during the second quarter. The stock market’s trend changed multiple times as investors continued to search for direction amid a sea of changing...
Reading Time: 4 minutes May Market Summary The S&P 500 Index produced a +0.2% total return during May, in line with the Russell 2000 Index’s +0.2% total return. Energy was the top performing S&P 500 sector during May, returning +16% as the price of WTI Oil...
