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Bob Korljan, CPA/PFS
Cambridge Wealth Management
CK Tax & FinancialRegister for our Next Lunch & Learn
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Tag Archives: portfolio review
Nov. 4 The Week that Was-The Week Ahead
The markets this past week looked the typical rollercoaster – up one day and down the next. Altogether the Dow, S&P & NASDAQ ended down for the week. Continue reading
Posted in economy, Financial News, financial planning
Tagged economy, finances, financial, financial coach, financial future, Financial Peace of Mind, financial planning, financial review, market timing, Phoenix, portfolio review, retirement, S&P 500, stock market, trading, Wall Street
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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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Hiring a Good Investor Coach
The most effective way that I know of to get all of these things lined up [financial and investment choices] is to find a good investor coach. It will be like having your own personal Bela Karolyi for your finances. Call it what you want, but you need someone who is going to do the dirty work for you, to sift through the loads of information that you don’t need, and only deliver the essential information that you need to make sound investment choices. Continue reading
Posted in financial coach, free financial seminar
Tagged fee-based, finances, financial, financial coach, financial future, financial goals, Financial Peace of Mind, financial planning, financial seminar, financial sucess, free seminar, independent financial advisor, invest, investing, investment philosophy, investments, investor coach, Phoenix, portfolio review, retirement, retirement plan management, stock market
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