Plenty of Room for Momentum and Value Stocks in His Portfolio, Guru Focus 6/19/2018

Colin Exelby was recently interviewed by Yamil Berard at Gurufocus.com for a great article about investment strategy. Colin Exelby spent almost a decade at Morgan Stanley before founding his own wealth management firm, Celestial Wealth Management, several years ago. The Maryland-based organization operates as a small boutique financial planning and investment management firm. Exelby likes to “marry” value…

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Clients Often In Left Field With Retirement Expectations, Insurance News Net 10/12/17

Mr. Exelby contributed to a thought-provoking article about retirement expectations By Brian O’Connell on InsuranceNews.net. The expectations of pre-retirees aren’t all that realistic, concluded a new Nationwide survey of U.S. adults age 50 and older.   In fact, survey respondents believe they’ll get more from their retirement savings and from Social Security than is actually possible.…

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7 Back to School Financial Tips Webinar

  I am hosting a 30 minute webinar September 14, 2017 at 4:15 PM that will cover a variety of topics designed to improve your cash flow, improve your risk management, manage your savings, reduce your taxes and outline the various deadlines for government assistance programs.  Register here: Click Here

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New Koffee Talk Video Released

Do you have a pension?  Does someone you know have a pension?  We just released our new Koffee Talk Video about pension buyouts and pension arbitrage.  Click here to watch.

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