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Finance and Career Tips to Jumpstart Your Journey
Whether you’re navigating school, managing your first job, or planning your next step following a life change, getting a handle on investing, budgeting, and professional development can help you feel more confident and prepared.
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MARKET REVIEW: 4Q 2023
Despite crosscurrents in the US economy, 2023 was a year marked by stubborn resilience: a strong consumer willing to spend on the back of real

Tax-efficient giving comes with specific guidelines
With the holidays and end-of-year deadlines, charitable giving is top of mind for many people. Cash is generally the least tax-efficient method of making charitable

TEAM SPOTLIGHT – Di Thigpen-Shankles
Many of you may know Di as your incredibly efficient and capable Client Service Associate who makes sure money is transferred when you request it,

Stay the Course but be Willing to Adjust Your Sails
When it comes to investing, market volatility can cause fear so strong that even basic training in the risk-reduction, return-enhancing benefits of diversification is forgotten

MARKET REVIEW: 3Q 2023
Stocks started off the third quarter on a positive note, as inflation in the US continued to decelerate and underlying indicators of economic growth held

Update from our Scholar
The report from Hawi Kadir, our scholarship recipient, on her freshman year at UW provides insight into the impact that CSF is having on students.