The new year is the perfect break in the calendar that allows us to take off the old and put on the new. It’s like turning the page. It’s a… Read More

The fourth quarter of 2021 was another positive time for US stock markets. This brought year-end performance well above historic averages. Developed International stocks advanced also, though to a lesser… Read More

Financial Wellness Needs a Long and Short Game to Work for Both Participants and Organizations In the retirement plan industry, all too often we tend to conflate financial wellness with… Read More

Happy Holidays, As another year draws to a close, it is time to look back and review the initiatives CG Financial Services relayed to you for 2021. As we move… Read More

2021 has experienced an increase in inflation to levels not seen in decades. The current Consumer Price Index (CPI-U) trend is over a 5% increase according to the Bureau of… Read More

Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the  subsequent economic crash have resurrected a long-dormant fear: runaway inflation. But what is inflation, and is… Read More

The third quarter of 2021 was a roller-coaster for stocks, mostly climbing, then descending back to a similar level as they started. The US Aggregate Bond Index similarly finished near… Read More