Reading Time: 6 minutes Accelerating inflation, monetary tightening, slowdowns in GDP growth, and widening credit spreads: for the fixed income investor, the future is not looking bright. As any savvy bond trader or investor knows, the price of a fixed-rate investment...
Reading Time: 3 minutes September 2022 Market Summary The S&P 500 Index returned -4.1% during August, underperforming the Russell 2000 Index (-2.0%) for a second consecutive month. Energy (+2.7%) was the top-performing S&P 500 sector during August despiteoil...
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...
