CBTC Investments

10/09/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

10/06/2026

A financial plan gives all those individual goals you’re working toward a place to come together. Retirement, investments, major purchases, and plans for your family can all look different on their own. A thoughtful financial plan considers the bigger picture and helps you make decisions with your long-term goals in mind.

During Financial Planning Month, we are ready to help you craft a financial plan based on where you are today and where you want to be in the years ahead.

Give us a call at 731-641-9332 and let’s start building a financial plan designed around the future you have in mind.

10/05/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

10/02/2026

Three important questions to consider before you start taking.

09/30/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

09/28/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

09/25/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

09/23/2026

A special needs trust can help care for a special needs child, even after you’re gone.