The CFS Group

02/05/2026

08/27/2025

Gold has long been viewed as a safe haven, but recent shifts in global
monetary policy and investor behavior suggest we may be entering a new
chapter.

Key takeaways from RBC’s latest insights on gold:
• Central bank buying has become a dominant force in the market
• Gold is showing strength even without the usual tailwinds like falling interest rates
• The metal may play a different role in portfolios going forward, particularly as a strategic long-term asset
• Diversification remains essential when adding commodities to your investment plan

As the market adapts, so should your strategy. The CFS Group can help you determine if gold fits into your long-term financial goals.

Learn more:
https://bit.ly/4g0udL0
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The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand.

08/23/2025

What if your investments could reflect your values—without compromising on results?

Impact investing is a growing movement that integrates social and environmental priorities into the investment process. Whether you care about climate action, diversity in leadership, or ethical business practices, there are ways to invest intentionally while still working toward long-term financial goals.

At the CFS Group, we help clients:
● Define what impact means to them
● Identify ESG and impact-focused opportunities
● Balance values with performance expectations
● Track progress toward both financial and personal objectives

It’s about aligning your wealth with your worldview. Learn more about how we approach impact investing:

Tips for aligning your investment dollars with the values that matter to you most.

08/20/2025

Women today are taking charge of their financial futures, and we’re
here to support that journey. Whether you're managing family
finances, growing a business, or preparing for retirement, building a
strong financial foundation is key.

Explore RBC Wealth Management’s Women & Wealth hub, filled
with tools, tips, and resources to help you:
• Plan for long-term financial independence
• Navigate career changes and major life transitions
• Build confidence in your financial decision-making
• Align your goals with a clear, actionable strategy

At the CFS Group, we work closely with women to provide
personalized guidance and empower smart, strategic choices for
every stage of life.

Resources and insights geared to empowering women to reach new financial heights.

07/18/2025

At the CFS Group, we believe the people behind the advice make all the difference. Our team is dedicated to understanding your goals and helping you navigate your financial journey. Get to know the individuals who bring their expertise and passion to everything we do.

Meet Tony Connor, the head of our group and Senior Portfolio Manager - Portfolio Focus. With a background in construction and a passion for helping others, Tony transitioned into wealth management to make a difference in his clients' lives.

His philosophy? He feels lucky to be in an industry where he has the opportunity to help people understand their portfolios and build the life they’ve always dreamed of.

Best advice? “It’s a big world - go out and see it”

Outside of work, you’ll find Tony surfing, woodworking, or participating in off-road rallies with classic cars across the United States, Asia, Europe, and Africa. His bucket list? Visiting Easter Island.

07/16/2025

We love any reason to celebrate together, especially when it's for one of our own! Earlier this year, Grace and Harrison tied the knot, and were generous enough to include the whole CFS team in the celebration. From the ceremony to the lineup of vintage cars, every detail reflected their personality and style perfectly. Wishing these two a lifetime of joy, classic road trips, and new adventures ahead.

07/11/2025

At the CFS Group, we believe the people behind the advice make all the difference. Our team is dedicated to
understanding your goals and helping you navigate your financial journey. Get to know the individuals who
bring their expertise and passion to everything we do.

Grace joined the CFS Group as a college student in 2016 and now serves as Senior Vice President - Financial Advisor. She also assists Tony with client portfolios and serves as one of the team's wealth planners and insurance professionals. She focuses on helping clients align their investments with their life goals—balancing the
numbers with meaningful, human connection. What sets her apart? Grace builds relationships that go beyond
the balance sheet, often becoming a trusted part of a client’s life journey.

Her best financial advice: “Time in the markets beats timing the market. Stick to the plan and trust your
advisors.”

Outside of work, Grace enjoys culinary adventures, road trips in classic cars with her husband, hiking with their
springer spaniel, and training for marathons. A fifth-generation Californian and culinary school graduate, she
brings passion and energy to everything she does.

06/30/2025

Destination weddings can be unforgettable, but they can also come with a hefty price tag. If you’re considering helping fund your child’s wedding, it’s important to approach the decision strategically so you don’t jeopardize your own financial future.

Here are a few smart ways to contribute:
• Determine a budget you’re comfortable with before any planning begins
• Explore tax-considerate gifting options
• Coordinate timing with other major financial goals, such as retirement or travel
• Consider working with a financial advisor to map out a funding strategy

At the CFS Group, we help families balance generosity with long-term security. Let’s make a plan that supports your child’s big day, without sidelining your own.

https://bit.ly/4l71WEd
ment-plans

Luxury destination weddings can create lasting memories, but they also present unique planning challenges, especially when it comes to finances.

06/28/2025

The rise of women’s sports has been on powerful evolution, fueled by performance, passion, and perseverance. As audiences grow and investments pour in, the impact women are making in athletics is rewriting the playbook for investors.

Here’s what to know:
• Women’s sports are achieving record-breaking attendance and viewership
• Brands and media are investing long-term, not just sponsoring, but partnering
• Revenue growth is accelerating, and the market shows no signs of slowing down

This is more than an opportunity to invest, it’s a chance to champion lasting change. Ready to align your portfolio with purpose? Reach out to the CFS Group. To learn more:

Professional women’s sports are thriving. A new study reveals this sector's long-term potential for sustainable growth, ROI and making a positive impact.

06/25/2025

Meet Olivia Kuehl, our summer Wealth Management Intern!

She’s a rising junior at the University of Maryland’s Smith School of Business, majoring in Finance and playing for the NCAA Women’s Lacrosse Team. Originally from Potomac, MD, Olivia is passionate about learning the ins and outs of the industry and building a strong foundation in finance. Fun fact — she’s the middle child between two brothers and a big Chris Stapleton fan. Welcome to the team, Olivia!