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
Retirement & Lifestyle Planning
Financial Wellness: What does it Need to Work?
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
A Letter from CEO, Tony Mazzali
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
Inflation and What it Means for You
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
What Is Inflation—And Why Is Everyone Talking About It?
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
Market Update: Third Quarter 2021
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