CBI Investment Services

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

09/29/2026

💡 Tax laws don't change every day, but when they do, new opportunities can emerge.

Recent legislation expanded potential tax benefits for certain small business investments, making it worthwhile for business owners and investors to understand the latest changes.

Take a closer look.

Legislation enacted in 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

09/28/2026

"An investment in knowledge pays the best interest." — Benjamin Franklin

📚 As a new week begins, take time to learn something new. The knowledge and experience you gain today can create opportunities that benefit you long into the future.

09/25/2026

💼 Retirement plans don't have to stay behind when you leave an employer. Whether you're starting a new job or entering retirement, it's important to understand your options for managing workplace retirement savings.

Explore the benefits and considerations of each approach.

When you leave your job, you may have four options to manage funds in a work-based retirement plan.

09/23/2026

What were the biggest drivers behind this week's market activity? The latest Weekly Market Commentary recaps the economic news, market trends, and investor insights that shaped the week.

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