Wealth with Simplicity® Bimonthly Call
Cliff and Sheri will address the current market situation and the strategies CMR uses to potentially help preserve and protect your investment portfolios.
They will also address
Israel and Iran – how will a war affect the markets
The state of our Indicators – Has the Long Term indicator turned positive? 
Portfolios are back into Energy
Progress on the “Big Beautiful Tax” bill 
Real Estate and AI
Time: 3:30pm
Date: Wednesday, June 18th, 2025 Place: Zoom – Click to join
Friends and family are welcome to attend; forward this email to them.
Cliff M. Robello, CFP®, ChFC
Chief Executive and Senior Advisor
P.S. We’re always on the lookout for more clients just like you. If there’s anyone you know who could use a second opinion on their investments and financial peace of mind, I’d love to hear about them.
CMR Financial Advisors, Inc.
Mailing Address:
111 Hekili St Ste A PMB 607 Kailua, HI 96734
Office:
1003 Bishop Street, Suite 2620
Honolulu, HI 96813
Ph: (808)537-2912
Fax: (866)543-1845
Securities offered by Registered Representatives through Private Client Services ("PCS"). Member FINRA/SIPC. Investment advisory services for CMR are provided through Pinkerton Wealth Partners (“PWP”), an SEC registered investment advisor. Registration with the SEC does not imply a certain level of skill or expertise. PCS and CMR are not affiliated. Neither PCS nor CMR are affiliated with PWP. Neither PWP nor CMR provides legal or tax advice. For more information on PWP’s advisory services please review the firm’s disclosure documents including our Client Relationship Summary which can be found by clicking on the following link
https://adviserinfo.sec.