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Navigate Retirement
CFG was recently featured in Fortune, Money and Bloomberg Businessweek magazine
Planning for retirement can be overwhelming. At CFG Wealth Management, our goal is to help you streamline and simplify the process, and to provide the tools and information ...
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Through our partnerships with Securities America, Inc. and Securities America Advisors, CFG Wealth Management offers a wide variety of investment products and fee based ...
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Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should allow you to plan for the possibility of your ...
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Upcoming Seminars & Events
CFG Wealth Management regularly hosts educational seminars and other events. Please visit our Seminars and Events page for a schedule of upcoming events, or Contact Us for more information.
Weekly Market Commentary
July 27th, 2020
Stocks fell Friday, ending a volatile week of trading and marking the first weekly decline in four weeks. Negative factors included rising concerns of another tech bubble, escalated China-U.S. tensions, worse-than-expected jobless claims and a new coronavirus milestone. Known coronavirus cases surpassed 4 million in the U.S. For the week, the Dow fell 0.74 percent to close at 26,469.89. The S&P lost 0.27 percent to finish at 3,215.63, and the NASDAQ dropped 1.33 percent to end at 10,363.18.
Quarterly Market Commentary
October 1st, 2019
At the end of every quarter, The CFG Wealth Management investment team provides a Quarterly Market and Economic Commentary. This report focuses on what’s going on in the capital markets this quarter and provides our perspective and advice.
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