Marguerita In The News « Marguerita Cheng

ETF Working Lunch: Why Advice Matters

ETF Working Lunch, March 29, 2021 — When it comes to financial advice, there’s no such thing as a one-size-fits-all offering. Rita Cheng, chief executive officer at Blue Ocean Global Wealth, knows this well, and shares here what it takes to meet clients wherever their needs are.

Click here to listen!

March 26, 2021

Care.com: “Cost of home care vs. nursing homes — what you need to know”

March 25, 2021

OwnGuru: Rita Cheng is featured

March 24, 2021

CNBC: Equal Pay Day: Single moms are hit the hardest by the gender pay gap — and custody arrangements can matter

March 19, 2021

CNBC: Quick tips to help college students start saving money

March 11, 2021

NerdWallet: Why You Might Treat Your Third Stimulus Check Differently

February 18, 2021

CNBC Grow: 70% of Americans want a side hustle: Here’s where to start

February 17, 2021

CNBC: Blank check funds are hot but may be risky: ‘The trust level is through the roof’

February 1, 2021

CNBC: “Here’s what college students need to know about making a budget — and sticking to it”

January 27, 2021

CNBC: “Covid has hurt women’s retirement accounts. Here’s how they can rebuild”

Marguerita In The News

September 15, 2026, AOL: "Your Side Hustle May Be Bigger Than You Think — And the IRS Could Agree"

Reporter Chris Adams writes in today's article on AOL.com, "You're crushing it with your side gig — deposits flowing in, bank account looking healthy. But the IRS sees your thriving side hustle very differently. While those earnings feel like pure profit, Uncle Sam is calculating something far less appealing."

He asked Marguerita Cheng, certified financial planner (CFP), CEO of Blue Ocean Global Wealth: So, what's the bottom line?

Private Capital Frontiers invites you to it's Aug. 5 webinar: "Educating clients, building trust" featuring Marguerita Cheng, CFP® Pro — I will be joining an upcoming CFA Institute webinar to discuss how firms can better educate clients and build trust in increasingly complex private markets environments. We will explore strategies for communicating nuanced investment concepts clearly, improving transparency, and helping investors navigate today’s evolving private wealth landscape with greater confidence. Please join us for this conversation alongside leaders from across the industry, including Lauren Minch, CFA, and Daniel Drabinski, CFA. (CFA Institute members can earn 1 PL credit for attending.) Register today

Search host Gregory Wilnau shares: "In this episode of Financial Planner Search, Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, explains why her practice always leads with financial planning before discussing asset management." Don't miss it!

Meet Corey Beal, CEO and Director of Joy, at Empowering Finance and learn about financial planning for the bold, the ambitious, and the badass. Don't miss this interview with Marguerita Cheng!

With my publisher, Hope Katz Gibbs of the Inkandescent PR + Publishing Co., I am so excited to share with you my newest book this year, "Diary of a CFP® Pro." Learn a month at a time how to flex your financial muscles using tried and true strategies.