CBI Investment Services

09/04/2026

📅 Year-end financial deadlines have a way of arriving faster than expected. Taking a proactive approach now may help reduce stress, provide more flexibility, and create opportunities before the year comes to a close.

Read the article to discover 8 year-end planning strategies worth considering before Q4 arrives.

Preparing during the fourth quarter to review your plans, make decisions, and take appropriate actions may help manage year-end financial planning. Early fall is a practical time to review your finances, organize your records, and look ahead to deadlines that could arrive more quickly than you expec...

08/28/2026

📊 Not all investment income is taxed the same way. Understanding how different investments are taxed may help you make more informed decisions and potentially improve after-tax returns. Read the article to learn how tax planning can play a role in your overall investment strategy.

Investment tax planning can help you maximize after-tax returns on your investments. Tax planning for specific types of investments helps you identify which types of investments are best suited to your unique situation. Because different types of investments produce income or gain that may be taxed....

08/26/2026

Every week brings a new set of market-moving events.

Whether you're interested in economic updates, market performance, or broader investing trends, this week's commentary provides a thoughtful recap of what happened and why it mattered.

View the latest update: https://www.cbiinv.com/weekly-market-commentary

08/24/2026

“Energy and persistence conquer all things.” — Benjamin Franklin

⚡Monday is a fresh opportunity to bring your best effort to the goals that matter most. Small actions, repeated consistently, can lead to big results.

08/21/2026

Looking for ways to help children build financial security from an early age? 🌱 This video provides an overview of 530A Accounts, including key features and potential benefits for long-term savings. Click to watch.

A new tax-advantaged investment account designed to help children prepare for the future is available.

08/19/2026

🔎 Staying informed doesn't mean keeping track of every market headline.

Each week, LPL Research breaks down the key economic data, market-moving events, and broader trends impacting investors. If you're looking for a straightforward recap of the week's biggest developments, this commentary is a great place to start.

Explore the latest update: https://www.cbiinv.com/weekly-market-commentary

08/18/2026

🌿 Financial wellness starts with a plan. Whether you're preparing for retirement, growing your wealth, planning for your family's future, or navigating life's next chapter, CBI Investment Services is here to help. Our personalized approach is designed around your goals, your values, and the future you envision.

Ready to take the next step? Connect with our team today: https://www.cbiinv.com/contact

08/14/2026

📅 August 14 marks National Financial Awareness Day—a reminder that a clear understanding of your financial picture can be an important part of pursuing your long-term goals.

Learn more: https://www.cbiinv.com/

08/13/2026

Social Security and Medicare play an important role in many retirement plans, but ongoing funding challenges could lead to future changes. ⏳ Learn what the latest projections mean and why maintaining a strong retirement savings strategy remains important. Read more.

Social Security and Medicare benefits may be reduced unless Congress acts soon.

08/12/2026

📊 What captured investors' attention this week?

Our latest market commentary highlights the events, data, and trends influencing markets right now.

https://www.cbiinv.com/weekly-market-commentary