Certified Financial Group (CFG) is pleased to welcome Charles Curry, CFP®, AIF®, MBA to our team of CERTIFIED FINANCIAL PLANNER™ professionals! Charles has over 20 years of wealth management experience working with high-net-worth individuals, families, and organizations in Central Florida. He served most of his career as Vice President at Charles Schwab and at SunTrust […]
Welcome Charles Curry, CFP®, AIF®! Read More »
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help you target your goals by
Financial Planning: Helping You See the Big Picture Read More »
The Markets (as of market close March 4, 2022) Wall Street was hit hard last week as traders moved from stocks to bonds and gold. Each of the benchmark indexes listed here lost value, with the Global Dow dropping more than 4.0% and the Nasdaq declining nearly 3.0%. The Russian escalation of the war in
MARKET WATCH: MARCH 7, 2022 Read More »
The Markets (as of market close February 25, 2022) Stocks closed mostly higher last week, despite a tumultuous week with the Russian invasion of Ukraine. Of the benchmark indexes listed here, only the Dow and the Global Dow closed the week in the red. The Russell 2000, the Nasdaq, and the S&P 500 each posted
MARKET WATCH: FEBRUARY 28, 2022 Read More »
Article originally published on: https://wallethub.com/ Super Bowl LVI (56) will crown either the Cincinnati Bengals or the Los Angeles Rams as champions of the National Football League’s 102nd season. Though the COVID-19 pandemic is still a threat, the vaccine has helped to reduce the danger, and the Super Bowl will be played for a live
Super Bowl Fun Facts – The Big Game By The Numbers Read More »
The Markets (as of market close December 23, 2021) Wall Street closed the holiday-shortened week at record levels as investors seemed to speculate that the economic recovery could weather the growing number of coronavirus cases. The S&P 500 closed the week at a record high. The Nasdaq and the Russell 2000 ended up over 3.0%.
MARKET WATCH: DECEMBER 27, 2021 Read More »
The Markets (as of market close November 5, 2021) The first week of November saw stocks climb higher on the strength of favorable corporate earnings data, strong job growth, a dovish policy statement from the Federal Reserve, and favorable news on the battle against COVID-19. Several of the benchmark indexes listed here reached record highs.
MARKET WATCH: NOVEMBER 8, 2021 Read More »
From Forbes.com If you’re not using online banking yet, you’re part of an increasingly small club. According to a 2019 American Bankers Association survey, 73% of Americans access their bank accounts online or through their mobile device. And for good reason. Online and mobile banking make managing finances easy and convenient. You can pay bills, deposit checks and
Cybersecurity Month Tips For Protecting Your Online Banking Read More »
Certified Financial Group (CFG) is pleased to welcome Charles Curry, CFP®, AIF®, MBA to our team of CERTIFIED FINANCIAL PLANNER™ professionals! Charles has over 20 years of wealth management experience working with high-net-worth individuals, families, and organizations in Central Florida. He served most of his career as Vice President at Charles Schwab and at SunTrust
Welcome Charles Curry, CFP®, AIF®, MBA to Certified Financial Group! Read More »
Thinking of replacing your SIMPLE IRA with a 401(k) in 2022? There are a few deadlines approaching to keep in mind to be able to make the switch. Under IRS rules, a SIMPLE IRA must be the sole retirement plan in effect during the year and the deadlines for terminating a SIMPLE IRA in 2021
Replacing a Simple IRA for 2022? Deadline’s Approaching Read More »
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