Posts Tagged ‘celestial wealth management’
Is A Solo 401(k) Or An SEP-IRA Better For A Small Business With No Employees? Forbes, 4/22/2019
Colin Exelby, CFP® contributed to a great article by Chris Carosa in Forbes Magazine that discusses whether a SEP IRA or a Solo 401(k) is better for a business owner with no employees. Now that this tax season is over, it’s time to start planning for the next one. If you own a small business,…
Read More25 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…
Read More3 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…
Read MorePlenty 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…
Read MoreMonthly 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…
Read MoreClients 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.…
Read More7 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
Read More8 Clever Ways to Slash the Cost of Your Car Insurance, TheStreet.com 6/19/2017
Mr. Exelby contributed to a great article by Brian O’Connell on auto insurance from TheStreet.com. The price of car insurance is ticking up slightly so far in 2017 – up 5% to 10% in average state-to-state price increases. Additionally, in the past five years, the auto insurance consumer price index has risen by 21.5%, while…
Read MoreHere’s How to find out How much Social Security Income You’ll Receive – Magnify Money 5/24/2017
Colin Exelby contributed to a great article by Janet Berry-Johnson of Magnify Money. This article focused on social security…how to find your statement and what important points on the statement to focus on. Click here to read the entire article.
Read MoreThe #1 Retirement Savings Goal for People in Their 50’s – Fiduciary News 5/3/2017
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…
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