BluOceanGlobalWealth

"Coaching is unlocking a person's potential to maximize their own performance. It is helping them to learn rather than teaching them" - Timothy Gallwey m.girlsontherun.org//remarkable/44… #NCA #SoleMate @GOTR_Chicago @GOTRNOVA @GOTRNYC @GOTRDC @GOTRI

ChatGPT Planned a $50K/Year Retirement: Financial Planners Pointed Out the Flaws ⁦@YahooFinance⁩ ⁦@GOBankingRates⁩ finance.yahoo.com/markets/option…

I’m a Financial Advisor: These Are the 5 Questions I Wish New Clients Asked ⁦@GOBankingRates⁩ ⁦@YahooFinance⁩ finance.yahoo.com/markets/articl…

Cutting Expenses in Retirement: 6 Home Items To Stop Buying ⁦@YahooFinance⁩ ⁦@GOBankingRates⁩ #retirement #springcleaning yahoo.com/lifestyle/arti…

4 Tools to Help Advisers With Next-Level Estate Planning | Kiplinger #estateplanning #financialplanning ⁦@Kiplinger⁩ kiplinger.com/retirement/est…

A Retiree’s Guide to Maximizing Social Security and Medicare Together ⁦@GOBankingRates⁩ ⁦@YahooFinance⁩ #Medicare #SocialSecurity #Retirement #RetirementIncome finance.yahoo.com/news/retiree-g…

Do You Know how to Protect Yourself From Scams? Insights from a Financial Advisor ⁦@Investopedia⁩ #scams #identitytheft #financialplan #financialplanning investopedia.com/fa-one-thing-n…

5 Expert-Backed Investment Tips for Your Newborn's Future Beyond the 529 Plan ⁦@Investopedia⁩ #financialplanning #CFP #529 investopedia.com/5-smart-ways-t…

Honored to participate in the Closing Bell ceremony with @graniteshares Watch the Closing Bell ceremony live here: nasdaq.com/events/granite… nasdaq.com/marketsite/bel… #Nasdaq #ClosingBell #GraniteShares #ETFs #MarketClose #USMarkets #TradingDay #WallStreet #CapitalMarkets #ExchangeTradedFunds

21 Money Moves Smart People Are Making Before 2026 kiplinger.com/personal-finan… @Kiplinger @PennyWriter

Millennials Break Dated Boomer Money Habits ⁦@GOBankingRates⁩ gobankingrates.com/money/financia…

How I’m Talking to Clients About Interest Rates in 2025 ⁦@Investopedia⁩ #interestrates #investing #financialplanning #investments #financialplan investopedia.com/fa-one-thing-n…

How Millennial, Gen Z Needs Are Shaping Practice Management - Articles - Advisor Perspectives ⁦@Vetta_Fi⁩ #financialplanning #CFP #lifeinsurance #GenZ #millennials advisorperspectives.com/articles/2025/…

Life insurance doesn’t have to drain your budget. 🛡️ Marguerita Cheng breaks down the biggest mistakes people make — and how to avoid them. Full guide: gobankingrates.com/money/financia… @MoneyLion

Life insurance: the thing you keep putting off… until it’s too late. ⏳ CFP Marguerita Cheng shares mistakes to avoid— plus a smarter way to save on your policy. gobankingrates.com/money/financia… @MoneyLion

Asking one key question can help you to know who to trust with financial advice cnb.cx/4gHnKFh @CNBC @AnnieReporter @CarolynMcC @dougboneparth #CFP #fiduciary

How Your Savings Compare to the Average American at Age 55-64 ⁦@Investopedia⁩ #retirement #financialplanning #retirementplanning #retirementsavings #investments #investing investopedia.com/how-your-savin…

4 Budget Travel Destinations for 2026 | GOBankingRates ⁦@GOBankingRates⁩ gobankingrates.com/saving-money/t…

New research from @thinkescalent shows many young affluent investors still lack wills. For clients and advisors alike, estate planning conversations can be tricky to get started. “Sometimes it takes a story,” suggested Marguerita Cheng of @BlueOceanGW. #financialadvisors #wealthmanagement #estateplanning bit.ly/4m8Bgna

Thematic ETFs: Helping Clients Invest in What They Care About #impactinvesting #thematicinvesting #thematicetfs ⁦@Investopedia⁩ investopedia.com/thematic-etfs-…

We’re proud to introduce the 2026 Exchange Advisor Council, a group of trusted professionals shaping the future of @ExchangeETF. This year’s council brings together a wide array of perspectives from across the advisor, ETF strategist, and gatekeeper ecosystem, all united by a shared commitment to raising the bar for 2026. Meet the 2026 Advisor Council: • @EarhartEarhart, Fairlight Advisors • Komson Silapachai, Sage Advisory • Wanda Toro, Finances for Real Life • William Roach, Globalt Investments • @EBiegs_3EDGE, @3edgeam • Kaisa Stucke, CFA, @ConfluenceIM • @AstoriaAdvisors, Astoria Portfolio Advisors LLC • Robin Kaukonen, @SGI_AM • Jim Mocci, EP Wealth Advisors • Andrew Tudor, CFP®, CAP, @networthzenith • John Graves, The Renaissance Group They’re helping shape next year’s agenda and ensuring @ExchangeETF remains built for our community’s leaders, by our community’s leaders. 🔗 Meet the council and see how they’re helping build what’s next: etftrends.com/exchange-an-et… #ExchangeETF #FinancialAdvisors #FinancialServices #Community #FinancialEvent