Marguerita In The News « Marguerita Cheng

In Celebration World Financial Planning Day: Check out this webinar with Rita Cheng and Dasarte Yarnway

October 8, 2020 — In this webinar, YCharts celebrated World Financial Planning Day with our special guests: Rita Cheng and Dasarte Yarnway. They discussed current challenges faced by today’s planners and how an unprecedented year has changed their approach to serving their clients. Watch now!

October 6, 2020

US News & World Report: “How to Budget for Long-Term Unemployment”

September 29, 2020

US News: “The Role of Financial Planning During Times of Uncertainty”

September 15, 2020

Business Insider: “What it means when financial planners say you should pay off ‘high-interest debt’ before saving”

September 14, 2020

The Street: “Is Now a Good Time to Start Investing? Why Waiting Won’t Help” Marguerita Cheng explains the key is — Timing the Market vs. Time In the Market

September 9, 2020

Real Simple: Canceled a Trip This Year? Here Are 2 Smart (and 2 Fun) Things to Do With Your Unspent Travel Money

September 7, 2020

Personal Money Service — Rita Cheng shares “Practical Financial Tips to Help You Survive the COVID-19 Crisis”

September 5, 2020

Grow CNBC — Rita Cheng shares thoughts on idea that ‘Nobody ever got rich just by saving money’

September 1, 2020

EFT Report asks Rita Cheng to share insights into the topic: “The Exchange Traded Fund I Always Own”

August 29, 2020

MSN Money: “In a Year of Uncertainty, Should You Still Buy Stocks?”

Marguerita In The News

MSN, October 21, 2026 — Reporter Chris Adams explains in today’s article on MSN.com that of all the generations, Gen Z enjoys going to the movies the most. At least, that's what a recent Fandango survey found. Unfortunately for them, it's a pastime that's seen its fair share of inflation. According to CableTV.com, the average cost of a movie ticket in the U.S. is $16.30, and a typical movie date night sets you back $54.08. Chris turned to certified financial planner (CFP) and CEO of Blue Ocean Global Wealth, Marguerita Cheng, who has multiple clients who love going to the movies, and in her case, they're not all Gen Z.

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.