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Market Thoughts for August 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for July. It was a great month for U.S. markets, as the Dow, S&P 500, and Nasdaq were all up. […]

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Market Update for the Quarter Ending June 30, 2018

Volatile June caps off eventful quarter

June was a volatile month, with earlier gains offset by later losses. Still, both the S&P 500 Index and the Nasdaq Composite ended the month […]

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Market Thoughts for July 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for June. It was a mixed month, as U.S. markets went down with the Dow and up with the S&P […]

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Our Mission, Values, and Promise at SRP

What does a company owe its clients? Is it simply a transaction or should there be something deeper? Should a company share its core mission, be transparent about its values, […]

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Market Thoughts for June 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for May. It was a good month, continuing the recovery from the pullback we saw at the start of the […]

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What Is Our Strategy For Managing Client Investments?

Have you ever wondered what goes into the strategy for investing our clients’ funds? What does that process look like and how is it different for each client? We’d like […]

CFN Articles, Home, Risk Management|

Market Thoughts for May 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for April. It was a good month, as both U.S. and developed markets were up. This news was encouraging, indicating […]

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Market Thoughts for April 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for March. Last month, both U.S. and international markets saw losses. It was the second down month in a row, […]

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How will the new tax laws impact your retirement?

It’s the time of year when many people are taking care of their tax obligations. This will be the last year for doing your taxes before the new rules of […]

CFN Articles, Home, Taxation|

Market Thoughts for March 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the economic news for February. Last month, there was a 10-percent market drawdown in the U.S., something we haven’t seen for almost two years. Although […]

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