CBTC Investments

09/04/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/03/2026

National College Savings Month is a good reminder that even small contributions made over time can play a part in preparing for future education expenses. A 529 plan is an option designed specifically for education savings, offering tax advantages when funds are used for qualified expenses.

This September, have future education costs as a part of your financial plan. Talk with CBTC Investments about your options and how a 529 plan could fit into the bigger picture.

09/02/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

08/31/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

08/28/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

08/27/2026

Life has a way of changing when we least expect it. A marriage, a new grandchild, buying a home, moving to another state, or changes to your financial picture can all be good reasons to review your will.

Taking a little time now can help ensure your wishes remain clear and your loved ones are cared for the way you intended.

If it's been a few years since you've reviewed your estate plan, this month is a great time to start the conversation.

08/26/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

08/24/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

08/21/2026

Even low inflation rates can pose a threat to investment
returns.