2024 Investment Event

Our annual client event with Michael Costa, our Chief Investment Officer, provides insight into the previous year’s markets and gives a forecast of what’s to come in...

January 2024 Market Thoughts

Brad McMillan, Commonwealth’s CIO, recaps December’s market and economic news. Markets around the world were up from 3 percent to 6 percent last month and up by double-digits across the board for the year. The lack of a recession drove these positive results, with job...

December 2023 Market Thoughts

Brad McMillan, Commonwealth’s CIO, recaps November’s market and economic news. Markets roared back in November as interest rates dropped to September levels. U.S. indices were up from 8 percent to 11 percent, with the Nasdaq performing best. Fixed income showed...
Long Term Care – It’s All About A Plan

Long Term Care – It’s All About A Plan

We partnered with Ash Brokerage to discuss Long-Term Care. Quick Hits What is Long-Term Care, and what’s your plan? Medicare vs. Medicaid Private Long-Term Care Options Long-Term Care Insurance Options Watch the entire webinar...
November 2023 Market Thoughts

November 2023 Market Thoughts

Brad McMillan, Commonwealth’s CIO, recaps October’s market and economic news. U.S. indices were down for the third consecutive month, with the Nasdaq doing the worst. International markets also pulled back, and fixed income was down. Despite the market performance,...