New Job? Here are 4 Things You Can Do With Your Old 401(k)- Student Loan Hero 4/6/2017
I was quoted in a great article by Student Loan Hero. Click here to read the full article. None of the third party individuals or entities named in this article are affiliated with Celestial Wealth Management or LPL Financial.
Read MoreThe #1 Retirement Savings Goal for People in Their 40’s – Fiduciary News 4/6/2017
I was recently quoted in this great article in Fiduciary News. Click Here to Read Full Article The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are…
Read MoreMarch ADE Investment Newsletter Released
March Madness! Most everyone’s bracket is busted. ESPN reports that 657 out of 18,797,085 brackets picked all four of the teams headed to the Final Four in Phoenix. That is only 0.001 percent. Congrats if you were one of them. I got one right, Gonzaga. This is the shortest newsletter I have ever written and it…
Read MoreThe #1 Retirement Savings Goal for People in Their 30s- Fiduciary News 3/7/2017
I was recently quoted by Christopher Carosa in Fiduciary News for a story about financial planning in your 30s. Click here to read full article. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The Roth IRA offers tax deferral…
Read MoreHow to Manage Your Target-Date Fund After Retirement- WSJ 3/5/2017
I was quoted in a great article by Jeff Brown at the Wall Street Journal. Click Here to read full article. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee…
Read MoreFebruary ADE Newsletter Released
Where did winter go? If you live here in the Northeast, you had maybe a week or two of winter. We have been north of 50 degrees the past 10 days or so. Maybe we are just heading right to spring. I hope you enjoy this month’s commentary. Click on the link below in order…
Read MoreThe #1 Savings Goal for People in Their 20’s- Fiduciary News 2/14/2017
I was quoted in a great article in Fiduciary News. Click here to read full article. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. There is no guarantee that a diversified portfolio…
Read MoreJanuary ADE Investment Commentary Released
Happy New Year! In my first newsletter of 2017, I thought it would be appropriate to release it on Inauguration Day. Hope and trepidation fill the air but I prefer to be cautiously optimistic. It is much easier on the stomach. Here’s to a healthy and profitable 2017. Click the link below to view my…
Read MoreThe #1 Savings Goal for Teens and Children, Fiduciary News 1/4/2017
I was quoted in a great article by Christopher Carosa in Fiduciary News Click here to read full article. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. The Roth IRA offers tax…
Read MoreRecent U.S. News and World Report Interview
I was recently interviewed by Dawn Reiss of U.S. News and World Report on year end tips for small business owners. It was a well written article. 3 Year-End Questions for the Self-Employed Making the right end-of-year financial moves can make a major impact. By Dawn Reiss | Contributor Dec. 7, 2016, at 9:00 a.m.…
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