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Bob Korljan, CPA/PFS
Cambridge Wealth Management
CK Tax & FinancialRegister for our Next Lunch & Learn
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Why Women Should be Savvy About Finances
This is clip #1 from the financial seminar for women held in Phoenix, Sept. 21, 2011. Featuring Michelle Matson of Matson Money. Sponsored by Cambridge Wealth Management. It explains why it’s important for women to be financially savvy about their investments. Continue reading
Posted in financial planning, investing
Tagged finances, financial, financial coach, financial future, financial goals, Financial Peace of Mind, financial planning, financial review, financial seminar, free portfolio review, free seminar, independent financial advisor, invest, investing, investments, portfolio review, retirement, retirement plan management
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The Week that Was – The Week Ahead – Sept. 9
Ouch! I was expecting the markets to react today as a result of President Obama’s speech last night. But forget that! Greece may default! Why Greece? Continue reading
Posted in Financial News, stock market drop
Tagged diversification, DJIA, Dow, Dow drops, economy, Euro, Euro zone, Europe Greece, finances, financial, financial future, financial goals, financial planning, free portfolio review, Greece defaulting, invest, investing, investments, market timing, markets drop, rebalancing, retirement, retirement plan management, risk, S&P 500, stock market, trading, Wall Street
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Turbulent Times Seminar Recap
As I post this, the stock market closing bell rang ending another frightful day on Wall Street which reacted to reports that the U.S. and global economies are not doing as well as one would like. Continue reading
Posted in Financial News, financial planning, stock market drop
Tagged asset allocation, diversification, DJIA, Dow drop, Dow falls below 12000, downturn, economic reports, economy, estate planning, ETFs, Europe, finances, financial, financial coach, financial future, financial goals, Financial Peace of Mind, financial seminar, financial success, free markets, free portfolio review, invest, investing, investments, market timing, portfolio review, rebalancing, retirement, Ric Edelman, S&P 500, savings, stock market, stock market tanked, trading, turbulent times, Wall Street
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