CSH Investment Management LLC

08/27/2026

Say Amen

08/15/2026

Battle Bank is open for business - https://mailchi.mp/27d51e728469/battle-bank-is-open-for-business

08/10/2026

We are over halfway through with the tax year and as your summer fun is winding down you need to take time to look at your financial picture for income tax purposes. You still have time to make changes, so run through this handy dandy checklist!

By mid-summer, most investors have filed last year’s return, seen their 2026 estimated tax vouchers, and moved on. Yet from an advisor’s perspective, July through October is prime time for proactive moves that can reduce taxes, improve portfolio positioning, and align family goals before the cal...

08/03/2026

If you do your own investing, where are you getting your information from? Don't always trust the talking heads on TV or YouTube. Even the "stock tip" you get from friends or family needs to be researched. Better yet use a CFP to give you the advice you need to turn your early investments into a long term strategy.

For many young urban professionals, investing often begins with a smartphone notification. A friend may share a stock idea, a social media post may highlight a cryptocurrency, or a brokerage app may make purchasing shares of a familiar company remarkably simple. While these experiences can serve as....

07/27/2026

The worries are real and they are all not connected to war.

Major equity indexes remain near record highs despite geopolitical tension, volatile oil prices, shifting policies, higher interest rates, and elevated valuations. Rather than treating record highs as a signal to buy or sell, the article encourages investors to review their goals, time horizon, liqu...

07/21/2026

Have you hugged your Financial Advisor today?

07/20/2026

Even in today's economic environment we all social pressure to dictate where we spend our money. Experiences are great but we have to be aware when we just cannot afford the experience everyone thinks we should have.

https://abm.emaplan.com/ABM/MediaServe/MediaLink?token=5529e942d0d3460db96df24a84777e0a

07/13/2026

Are you in your employer's retirement program? (you should be)
Are you actively monitoring what they do with your money?
(you should be)
Did you know CSH offers a service to help?
(Now you know)

If you are a salaried professional, you may have access to one of the most useful wealth-building tools available: an employer-sponsored retirement plan. Yet many young adults underuse or underfund these accounts, potentially leaving tax advantages and employer matching contributions on the table. I...