Posts Tagged ‘colin exelby’

25 Questions to Ask a Financial Advisor, Fit Small Business 8/15/2018

Colin Exelby contributed to a great article by Benilyn Formoso-Suralta that discusses the top 25 questions to ask a financial advisor during financial planning. A financial advisor can help you plan financially for your future by analyzing your most confidential financial information. They spoke with the industry experts who shared their different ideas on what…

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3 Times When You Should Sell a Stock, U.S. News World and Report 8/6/2018

Colin Exelby recently contributed to a great article by Jeff Brown.  The article was picked up by U.S. News World and Report and Yahoo Finance among others. Even when you’re frustrated with your investments, it’s important to keep your emotions in check when making important decisions about your portfolio. Sooner or later every investor is…

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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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Monthly Path Toward Prosperity- May 2018

WHAT IS NORMAL? How much volatility is normal? THINK LONG-TERM Hitch your wagon to long-term innovation WHERE ARE INTEREST RATES HEADED? If  only knew… Quantitative Easing’s Effect on the Dollar Different than many had thought SUMMARY OF INVESTMENT THEMES WHAT ARE NORMAL STOCK MARKET RETURNS? This is a question I get from almost every new…

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Monthly Commentary

DOWNLOAD PDF #EBI2017 Evidence Based Investing in 2017 WHAT IS EVIDENCE BASED INVESTING? What happens when you challenge conventional thinking? NOTES FROM #EBI2017 Here are all my notes from an excellent conference SUMMARY OF INVESTMENT THEMES Share This #EBI2017 What a great conference I attended in New York. After picking up the 5:30 am train…

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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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