CAS News

The Seven Wonders of the Investment World

By Steven T. Merkel, CFP®, ChFC® Most of us at some point have received one of those emails claiming that we’ve been chosen as “the lucky winner of a million dollar jackpot” or have seen an ad for a product which claims to fix everything for “just three easy payments of $19.99!” When something

Stay up-to-date on economic conditions and outlook with our analysis and commentary.

Financial Education

Our advisors share their insights and experience on a wide range of financial topics.

Published Articles

Discover our collection of advisor-generated content; featured in local publications.

CAS Team Achievements

Learn more about the recent accomplishments and community involvement of our family team.

Events & Webinars

Check out our webinar series and recap of 2018 events.

On the Lighter Side

Enjoy some fun content about lifestyle and CAS happenings.