by Capital Management Corporation | May 3, 2023 | In The Know, News
What’s changed for retirement distributions/withdrawals and taxes for 2023? Click below to download a 2-page quick guide to help you make the right decisions with your savings and finances this year. View 2023 Quick Guide in PDF...
by Peak Dev | Mar 31, 2023 | In The Know, News
View in PDF form INTEGRITY OF INVESTMENT PERFORMANCE REPORTING The Capital Management Corporation’s (CMC) investment composites are Global Investment Performance Standards (GIPS®) compliant. While some investment advisory firms choose to disregard this voluntary...
by Peak Dev | Mar 23, 2023 | In The Know, News
CMC’s Investing for Retirement Toolkit has become a popular tool for our clients. The 2023 version includes the latest charts/graphs, retirement provisions and budget worksheets to help you with your retirement plans. Get the Investing for Retirement...
by Peak Dev | Mar 21, 2023 | In The Know, News
View in PDF form MILKING CASH COWS BEWARE: Approximately half of the 3,500-plus publicly traded stocks do not generate excess cash. For decades, the Capital Management Corporation (CMC) has focused on one prudent strategy for its clients: Wisely investing their...
by Peak Dev | Feb 16, 2023 | In The Know, News
View in PDF Form KEY IMPROVEMENTS FOR RETIREES & RETIREMENT SAVERS The long-anticipated retirement savings package SECURE Act 2.0 was signed into bill at the end of 2022. Here are some of the main provisions of the Act along with standard enhancements to...
by Peak Dev | Dec 28, 2022 | In The Know, News
View in PDF Form 2022: THE GOOD. THE BAD. THE UGLY Starting with the Ugly. 2022 can be summed up in one word: Inflation. It inflicted pain on mostasset classes. The Bad…not so Bad. Though inflation has moderated, the sustained high prices for goods and services...
