by Peak Dev | Dec 4, 2023 | News, Quick Studies
View in PDF Form CHARITABLE GIVING (DONOR-ADVISED FUNDS) There are a variety of ways to make charitable contributions during your lifetime. One of the fastest growing vehicles is a Donor-Advised Fund (DAF) because it offers a flexible, convenient and cost-effective...
by Peak Dev | May 3, 2023 | News, Quick Studies
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 | News, Quick Studies
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 | News, Quick Studies
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 | News, Quick Studies
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 | News, Quick Studies
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...