CI-Associates Wealth Management

What are stocks

A stock is a portion of a company’s ownership.The stockholder, as the owner of the stock, has a claim on the company’s assets and earnings. Assume John has just started a business and needs $200,000, but he does not want to borrow money from a bank. Instead, John invests $20,000 of his own money into …

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protect your wealth

Protect your wealth

We are aware that safeguarding and maintaining your current assets is a top priority. And that makes sense. Our financial planners can make sure you’re ready and that your assets are secured should things unexpectedly change. Life may throw you a curveball that impacts your health, family, and/or business. Preparing for the unforeseen: A cost-effective …

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Stock market crashes

Stock market crashes are an unavoidable element of investing. We can’t forecast when the next crash will occur since stock market crashes are intrinsically unexpected. An unforeseen catastrophe will cause a significant market fall at some point, and you should be ready for it. Understanding your investments and why you chose them, allocating cash effectively …

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