Crown Investment Committee: Q3 2020 in the Books
Every quarter the CWG Investment Committee takes a look back at the calendar year and reviews what has taken place in the economy and markets.
CWG Insight Series: Understanding college costs and ways to save for them
When a child is born, you’ve got 18 years to make sure you have the eighty thousand plus dollars ready to go to cover those costs, otherwise you’ll be using your family cashflow and/or student loans.
CWG Insight Series: Is your old pension plan the best choice for retirement income or should you take matters into your own hands?
For those who are lucky enough to have one, a pension plan can be a wonderful piece of the retirement income pie. For most there is not much thought involved with the pension plan decision; turn it on when you retire and select the option that continues 100% of the income for your spouse if you pass away. While that works just fine, you’re most likely leaving money on the table and you lack control of the asset. Let me explain why…
CWG Market Commentary: Summer Marches on During These Trying Times
Main Street USA continues to cope with a variety of concerns
CWG Insight Series: Preparing for PPP Loan Forgiveness
Many of you are most likely nearing the end of your PPP loan spend and are starting to think about getting the loan forgiven. While the process for obtaining the loan was chaotic, confusing and stressful, it looks like the forgiveness process should be much easier
CWG Market Commentary: What a ride in the 1st half of 2020! What is the next stop?
In this past quarter we saw a 20% rally in the S&P 500 index. We finished June up 41% off the March 23 low. Q3 starts off -8.6% from the market top of 3393.52, yet -3% YTD at 3100.29 on June 30, 2020.