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Enduring Values for Changing Times

For better or for worse, change happens – to ourselves, our family, our world. CTM Financial offers confident wealth management, with solid touchstones to guide your way, with you, your family and your business as the focal points.


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The Foundational Aspects of Planning Your Legacy

  • October 3rd, 2019

Elliot Dole covers some foundation aspects of legacy planning, which often being with defining common values and shared beliefs. By Elliot Dole Families who have determined that they’ve accumulated more wealth than they expect to spend in their lifetimes often approach legacy planning looking primarily for tactical help and technical expertise. They may come to…

Expect Volatility

  • February 9th, 2018

Dips in the stock market over the last few days jolted a lot of investors. But, as Buckingham’s Sue Stevens explains, volatility is normal, and the best course of action right now is simply to do nothing. The past two years have seen an unusually low level of volatility in the stock market. That can…

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