n the investment world, there are thousands of possibilities and millions of combinations you can use to build a portfolio. On top of that, we have to deal with the incredible force of the unknown. Today, we dig into why picking the best-performing investments is a true superpower.
You can find several personalities on social media, YouTube, and the airwaves offering generic financial guidance. Dave Ramsey and Suze Orman star in these spaces. Is the guidance they share “good enough” you should just blindly follow? We discuss that on today’s Wealth Wednesday.
This year, Commonwealth Financial Services celebrates its 20th anniversary as a firm. Over that time, we have made many changes. Those evolutions culminated this year as our firm became an independent Registered Investment Advisor. The financial services industry confuses many people. Many different firms serve different roles and the lines between them lead to confusion. Today on Wealth Wednesday, we try to clarify those roles. There are some important distinctions that impact how you seek planning and advice. In addition, we have introduced a new name into the mix. Charles Schwab now serves as our primary custodian. We explain the role and function of the custodian and why we
Here is the replay of our latest live show.
Commonwealth Financial Services is excited to announce the addition of our newest financial advisor, Vince McManus.
Ciara is a Relationship Manager for the Commonwealth Financial Services Office in Woodsfield, Ohio. In this role, she collaborates with Senior Advisors among the firm to gain knowledge about financial planning and investment strategies to assist our clients. Ciara is eager to serve the community in which she grew up in and currently resides.