Chris: Hey there, Central Florida. Welcome into another edition of On The Money presented by the Certified Financial Group on WDBO 107.3 FM and AM 580 Orlando’s News and Talk. We are here taking your calls right now at 844-580-WDBO, 844-580-9326. Financial Times calls them one of the top 300 firms in the country and […]
On The Money Podcast Transcript: Make July 4th your “financial” Independence Day Read More »
Article originally published on: https://www.ready.gov/ Financial Preparedness Tips Americans at all income levels have experienced the challenges of rebuilding their lives after a disaster or other emergency. In these stressful times, having access to personal financial, insurance, medical and other records is crucial for starting the recovery process quickly and efficiently. Gather financial and critical
Financial Preparedness Read More »
The Markets (as of market close July 2, 2021) Stocks opened last week mixed. Tech stocks surged, driving the Nasdaq to an all-time high. The S&P 500 inched ahead, while the Global Dow (-0.8%), the Russell 2000 (-0.5%), and the Dow (-0.4%) fell. Besides technology, other sectors performing well last Monday included communication services, utilities,
MARKET WATCH: JULY 6, 2021 Read More »
Originally published on: https://hsi.com/blog/summer-safety-tips It’s the time of year when we break out the BBQs, sunscreen, and swimming trunks. Let’s review some tips to make sure your summer holiday cookouts, pool parties, and firework celebrations are safely enjoyed with friends and family. BBQ Summer is peak fire season, and each year, the classic backyard cookout
Summer Safety Tips Read More »
The Markets (as of market close June 25, 2021) Despite hawkish rhetoric from some high-ranking Federal Reserve officials, equities kicked off last week on an upswing, enjoying their biggest rally in several sessions. Energy, financials, and industrials helped push the S&P 500 up 1.4%. The Russell 2000 rebounded from a rough prior week, gaining 2.2%.
MARKET WATCH: JUNE 28, 2021 Read More »
You’ve worked hard your whole life anticipating the day you could finally retire. Congratulations — that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets to give them lasting potential. Review your portfolio regularly Traditional wisdom holds that retirees should value the safety of their principal above
Reaching Retirement: Now What? Read More »
We are pleased to congratulate Aaron Bert, CFP®️, AIF®️ on his invitation and approval to join the Catholic Foundation of Central Florida’s Planned Giving Advisory Council. The Council comprises a group of active and talented charitable gift and estate planning professionals dedicated to the mission and vision of The Catholic Foundation of Central Florida (CFOCF).
Aaron Bert, CFP®️, AIF®️ joins the CFOCF Planned Giving Advisory Council! Read More »
The Markets (as of market close June 18, 2021) Stocks opened the week with mixed returns: The Dow, the Russell 2000, and the Global Dow lost value, while the Nasdaq and the S&P 500 rose. Tech shares and consumer services closed higher, while financials and materials fell. Anticipating the Federal Open Market Committee meeting later
MARKET WATCH: June 21, 2021 Read More »
Bring the whole family together for a day full of fun activities. There are so many different ways to celebrate your dad on Father’s Day. Picking out the perfect Father’s Day gift and writing a sweet message in his card may be a given, but it’s also important to make sure that your dad’s special
22 Creative Things to Do for Father’s Day That’ll Make Dad Feel Extra-Special Read More »
Speaker 1: Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but it’s limited to
Transcription: Memorial Day Weekend Tribute for Vietnam War Veterans Read More »
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