CBI Investment Services

06/10/2026

Markets fluctuate, but perspective matters. 💡

Here’s a look at this week’s key economic and market events: https://www.cbiinv.com/weekly-market-commentary

06/09/2026

The midpoint of the year is a natural time to pause and reflect on your financial plan. A mid‑year review can help identify changes, priorities, or opportunities worth addressing before year‑end.

If you’re considering a check‑in, our team is here to help start the conversation:
👉 https://www.cbiinv.com/contact

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

06/05/2026

Long‑term investing isn’t about timing the calendar. As summer begins, explore three thoughtful portfolio moves to consider before the season is over.

From smart asset allocation to retirement maximization, these three timely moves may be important strategies to implement in your portfolio before summer fades.

06/03/2026

💡 Curious about what’s moving the markets this week? From economic data to investor sentiment, this commentary breaks down the key factors shaping recent market activity—without the noise.

Read the full update: https://www.cbiinv.com/weekly-market-commentary

06/01/2026

“It’s not about the goal. It’s about growing to become the person who can accomplish that goal.” — Tony Robbins

🎯 A strong reminder to start the week focused on growth, not just outcomes.

05/29/2026

A thoughtful mix of investments can help support growth, income, and risk management — explore how asset allocation works and why it matters.

Asset allocation can help you manage the level and type of risks you face as an investor.

05/27/2026

💡 Curious about what influenced the markets this week? Explore recent activity, data, and trends in our latest update.

Click here to read more: https://www.cbiinv.com/weekly-market-commentary

05/25/2026

This Memorial Day, we pause to honor the men and women who made the ultimate sacrifice in service to our country.

In observance of the holiday, our office and U.S. financial markets are closed. Wishing you a safe and meaningful Memorial Day.

05/22/2026

Roth IRAs aren’t only a retirement planning tool. For families thinking across generations, starting early can provide meaningful tax advantages and financial education along the way.

Read the article to explore how Roth IRAs for kids may fit into a broader planning approach.

Kids can get a head start on building wealth with a Roth IRA

05/21/2026

Education planning goes beyond saving for tuition—it’s about understanding how those costs fit into a family’s overall financial picture.

A thoughtful strategy can help support both current savings efforts and long‑term goals. Learn more about our approach to college planning:
👉 https://www.cbiinv.com/