Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
Date
February 19th, 2025
TIME
11:00 am EST
TOPIC
This session aims to equip financial advisors with the behavioral tools to help their clients make better decisions at the most critical times. Pending approval for one hour of CFP® CE.
Featured
https://ccmg.com/business-owners-campaign/
Downloadable Resources
The Playbook for Winning Business Owners
September 26, 2024
Access our complete playbook to learn how to take advantage of the $10T potential business owner market and receive prospecting ideas, business sales techniques, and more.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, December 2024
January 6, 2025
The “Santa Claus” rally failed to materialize this year, and stocks slumped to close out 2024. Large-cap growth was a bright spot with modest gains for the month, and they showed clear leadership (once again) for the entire year.
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Gauging The Economy
3rd Quarter 2024 Economic and Capital Market Review
October 22, 2024
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
Learn More
Gauging The Economy
2nd Quarter 2024 Economic and Capital Market Review
July 16, 2024
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
Learn More
Gauging The Economy
1st Quarter 2024 Economic and Capital Market Review
April 19, 2024
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
Learn More
Gauging The Economy
4th Quarter Economic and Capital Market Review
January 23, 2024
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
Learn More
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