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Blog

Dec 17, 2024

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
Dec 3, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups...
Nov 19, 2024

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Nov 5, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many...
Nov 1, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially...
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Oct 15, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money...
Oct 1, 2024

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Sep 17, 2024

4 Pervasive Myths About Inflation

Investments
Finance
4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is. 1 That...
Sep 3, 2024

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Aug 20, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame — I wish I had invested in that new tech before it went...
Digital art image of a business person looking through a large set of binoculars.
Aug 6, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and...
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Aug 1, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially...

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About Us

Our mission is to provide fee-based, highly personalized professional investment advice and management to a select group of qualified investors. Our focus is firmly fixed on controlling risk and achieving superior long-term results for our clients utilizing unique investment and trading strategies.

Our Office

846 Riverbend Avenue
Powell OH 43065

E: lkramer@cma-investments.com
P: 740-879-4306
M: 614-832-1953

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