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The CM Group is a wealth management group that has been working with investors since 1985. In the last, almost four decades, there has been tremendous change to the investment industry as well as to the structure and services of The CM Group. Historically being sought after by investors to broker stock and bond transactions and now so much more. We refer to this as the evolution of investing and wealth management. A movement from knuckle dragging stock picking to a more refined experience of goals-based planning.
Our podcast is termed “free lunch” as there are only a few things that investors can do for free. The economist Milton Friedman referred to free lunch as opportunity cost, as such the only things that we consider to be free lunch are asset allocation and diversification.
During our podcasts we will bring educational content on investing, savings strategies, financial planning, and more. The content will be delivered by the partners of The CM Group as well as with special guest hosts. The hope is to deliver relevant content about all things market related, planning related, as well as topical items of interest and even the odd wacky topic. The content is serious yet we hope to have some fun along the way.
The value we bring to our listeners is our vast knowledge and experience in dealing with uncertainty. Markets are uncertain, this is a challenge for investors. Investors are always trying to create certainty out of what is perpetually uncertain. We will address this area by sticking to fundamentals that mirror our mission statement. Our mission is to help clients achieve their vision through a deep understanding of what is important to them that requires planning, money & time.
