Welcome to the CFG Citizens Financial Group Investments website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This website is designed to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate advantaged investing, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.
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Newsletters
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Small Businesses Are Short-Staffed and Overwhelmed
The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?
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HOT TOPIC: Tech Sector Turmoil and the Bear Market
This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?