Broker Check

Introduction to the Client Center

We have put a lot of work into creating a website that we believe will be useful and informative to our clients. There is a great deal of information included and we encourage you to explore the site and use it as a reference. You are free to use as little or as much as you’d like and you are more than welcome to refer the information to your friends. We’d like to provide you with a little overview of Client Center and the Research Sections of the website.

Client AccessFor those of you who have investment assets, this button will take you to the CIR Statements website. You will be able to view up-to-date information regarding your investment accounts. If you have not accessed this site before, you will need to let us know so that we can have your accounts set up properly.

NewslettersOur newsletters will be published periodically via email but will also be available on our website.

Monthly Economic Updates/Quarterly Economic UpdatesThese provide updates for specific timeframes relating to domestic, global and world economies as well as by categories of commodities and real estate. It also offers a section on Looking Back and Looking Forward from an economic viewpoint.

Monthly Retirement NewslettersThese newsletters provide tidbits of useful information for the people who are of a “certain” age. But, don’t discount viewing them if you haven’t reached that age yet – the information is useful for “future” planning and the newsletter also contains great “Brain Teasers” and “Did You Know?” tidbits!

Financial Articles of InterestThese are articles that we have come across and believe that you may find useful and educational.