Articles

  • 2 weeks ago | money.usnews.com | Marguerita M. Cheng |Rachel McVearry

    Advisor's Corner is a collection of columns written by certified financial planners, financial advisors and experts for everyday investors like you. See MoreThough President Donald Trump's tariff agenda has been a point of contention, most agree that the new policies have introduced uncertainty into the global economy. Even with the 90-day pause in reciprocal tariffs on U.S. imports from China, the average tariff rate on U.S. imports is higher than it has been in decades.

  • Feb 13, 2025 | money.usnews.com | Marguerita M. Cheng |Rachel McVearry

    Advisor's CornerAdvisor's Corner is a collection of columns written by certified financial planners, financial advisors and experts for everyday investors like you. See MoreFor investors with a longer time horizon, the long-term return of an exchange-traded fund, or ETF, is more important than its short-term performance.

  • Jan 16, 2025 | money.usnews.com | Marguerita M. Cheng |Rachel McVearry

    Advisor's CornerAdvisor's Corner is a collection of columns written by certified financial planners, financial advisors and experts for everyday investors like you. See MoreThere are many criteria dividend investors can use to narrow down the list of available exchange-traded funds, or ETFs. Dividend yield – the annual dividends paid by an asset divided by its market price – is one of those factors.

  • Jan 16, 2025 | missionmatters.com | Marguerita M. Cheng

    In this episode, Jennifer discusses the results of a survey and shares the top financial concerns for retirees. Jennifer Schell is a Certified Annuity Specialist® and award-winning writer focused on demystifying annuities and other financial topics. Her expertise has been featured in prominent publications including Finseca Focus Magazine, TABBForum, CNET, and Yahoo! Finance.

  • Jan 9, 2025 | missionmatters.com | Marguerita M. Cheng

    In this episode, Christian answers the following questions: How complex is the process of buying an annuity? What do potential customers need to do before starting the buying process? How important is it to work with an insurance professional or financial advisor? What information will people need when going through the process of buying an annuity? What happens after you have picked your annuity or product?

Try JournoFinder For Free

Search and contact over 1M+ journalist profiles, browse 100M+ articles, and unlock powerful PR tools.

Start Your 7-Day Free Trial →

X (formerly Twitter)

Followers
Tweets
DMs Open
BluOceanGlobalWealth
BluOceanGlobalWealth @BlueOceanGW
9 May 25

Ways a Weaker Dollar Could Benefit You ⁦@GOBankingRates⁩ ⁦@InstituteDFA⁩ https://t.co/SOK3egn8oZ

BluOceanGlobalWealth
BluOceanGlobalWealth @BlueOceanGW
28 Apr 25

✨ It’s here! Women and Wealth by @CaryCarbonaro is now available! This book is for anyone ready to rethink how we build, manage, and celebrate the upcoming wealth shift.  https://t.co/u2hTR83l8c https://t.co/WHixhYpeuA

BluOceanGlobalWealth
BluOceanGlobalWealth @BlueOceanGW
25 Apr 25

Tech Investing Trends To Keep an Eye On | GOBankingRates https://t.co/p5K8FPQ9fd @GOBankingRates