As a firm, we are thrilled to participate in MassMutual's grant programs. This year, our Managing Director, Sam Philbrook, received a Gold Community Service Award for his philanthropic initiatives with Friends of Jack Foundation, Inc. A generous $10,000 donation has been made from the MassMutual Foundation to Friends of Jack in support of its mission is to provide and expand overlooked programs that benefit the physical, mental, and emotional health and well-being for children and families.

Our team was excited to attend another year of Finseca’s Leaders and Managers Program (LAMP), an opportunity for us to connect with industry peers and showcase the exceptional leadership and distinctive culture we've fostered at CFG. This premier three-day event drew over 1,300 attendees dedicated to advancing the financial services sector.

On behalf of Commonwealth Financial Group (CFG), we are delighted to announce a generous $25,000 donation has been made from the MassMutual Foundation to Gnome Surf in support of their impactful philanthropic initiatives and volunteer endeavors. This recognition underscores CFG's commitment to contributing to the transformative mission of Gnome, which is providing life-changing surf therapy, art therapy, yoga, and eco-therapy experiences for children and families from diverse backgrounds, including those on the autism spectrum, with Down syndrome, and LGBTQ+ youth.

Sam Philbrook, Managing Director at Commonwealth Financial Group, is recognized by the National Association of Insurance and Financial Advisors (NAIFA) as a recipient of the 2023 AdvisorToday's 4 Under 40. Every year, AdvisorToday magazine honors four financial advisors for their accelerated excellence and professional success. These individuals effectively balance their work and home lives, are actively involved in their communities, and help their clients secure sound financial futures.

This award has been awarded by AdvisorToday on September 20, 2023, for the following period: August 31, 2022 – August 31, 2023. A fee of $40 was paid to be considered for this award.

Commonwealth Financial Group is delighted to announce that four esteemed financial professionals, and partners of the firm, have been recognized in the prestigious 2023 Forbes/SHOOK Top Financial Security Professionals Best-In-State for Massachusetts.

We are delighted to announce that Special Olympics Massachusetts has been awarded a generous $10,000 grant from the MassMutual Foundation through its esteemed Community Service Award (CSA) program. This grant serves as a testament to the remarkable volunteer efforts of Eric Spindt, CFG’s Chief Executive Officer and dedicated Board Chair for Special Olympics.

CFG attended Finseca’s 2023 Leaders and Managers Program (LAMP), a premier leadership event for the financial security profession. We spent three days with industry professionals learning new trends, sharing critically important insights, and networking with the best in the field.

If you think that finance is all about numbers and calculations, think again. Human psychology and emotions play a significant role in our financial decision-making, which is known as behavioral finance.

Traditional finance assumes that people always act rationally and make decisions based on objective facts and figures. However, behavioral finance recognizes that human behavior is often irrational and influenced by emotions, biases, and heuristics.

Triangle, Inc. has received a $5,000 donation from the MassMutual Foundation as part of its national Firm Community Service Award (CSA) program, on behalf of Commonwealth Financial Group (CFG). The program recognizes the volunteer work that CFG has accomplished with Triangle, Inc. in 2022.