CBI Investment Services

10/21/2026

💭 Headlines come and go, but perspective matters.

Our Weekly Market Commentary provides context around recent market activity, economic data, and investment themes so you can stay informed without getting lost in the noise.

Read this week's commentary: https://www.cbiinv.com/weekly-market-commentary

10/19/2026

"Everything you've ever wanted is sitting on the other side of fear." — George Addair

🎃 A new week is a great reminder that growth often begins when we step outside our comfort zone. Here's to embracing new opportunities and moving forward with confidence.

10/16/2026

📊 Index funds have become a popular way to invest, offering broad market exposure and typically lower costs than actively managed investments. But not all index funds work the same way.

This article explores different types of index funds and what investors should know when evaluating their options.

Index funds offer a simple, cost-effective way to participate in the markets, but not all funds are so simple.

10/15/2026

⏰ Medicare Open Enrollment starts today!

Open Enrollment runs from October 15 through December 7 and provides Medicare beneficiaries with the opportunity to review and make changes to their coverage for the coming year.

Taking time to evaluate your current plan, prescription drug coverage, and healthcare needs can help ensure your coverage continues to align with your goals.

https://www.cbiinv.com/

10/14/2026

Looking for a quick pulse check on the markets?

Our Weekly Market Commentary provides a concise overview of recent developments, helping you stay informed on the issues influencing today's investment environment.

Catch up here: https://www.cbiinv.com/weekly-market-commentary

10/08/2026

💡 Roth accounts can offer valuable tax advantages, but understanding the rules is key.

One rule that often causes confusion is the Roth 5-Year Rule, which can affect when withdrawals are tax and penalty free. This article breaks down what investors should know and why proper planning matters.

Read more below.

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

10/07/2026

📊 Markets move quickly, but understanding what's driving them doesn't have to be complicated.

Our latest Weekly Market Commentary from LPL Research breaks down key developments, market trends, and economic updates to help put recent activity into perspective.

Read this week's commentary: https://www.cbiinv.com/weekly-market-commentary

10/05/2026

🍂 "The trees are about to show us how lovely it is to let things go." — Unknown

As the leaves begin to fall, we're reminded that every season has its purpose. Sometimes letting go of what no longer serves us creates space for what matters most.

10/02/2026

October is Women's Small Business Month, a time to recognize the entrepreneurs whose vision, leadership, and dedication help drive our economy forward.

Women-owned businesses now represent 39.1% of all U.S. businesses and generate $2.7 trillion in annual revenue, highlighting their significant impact on communities nationwide.

Whether you're growing a business, preparing for retirement, planning for succession, or thinking about your long-term financial future, now may be a great time to revisit your strategy.

Ready to start the conversation? Contact us: https://www.cbiinv.com/contact

10/01/2026

Receiving an inheritance can bring both opportunity and uncertainty.

From understanding probate and taxes to managing inherited investments or real estate, the decisions you make today may have a lasting impact on your financial future.

Our latest blog explores key considerations for beneficiaries and strategies for turning inherited wealth into long-term financial freedom.

📖 Read more: https://www.cbiinv.com/blog/turning-fortune-into-financial-freedom-a-beneficiarys-guide-to-handling-a