Newsletters « Marguerita Cheng

Newsletters

April 8, 2022

Today in Yahoo Finance: Marguerita Cheng, CFP® Pro, shares a good way of ‘taking emotion out’ of investing

March 05, 2022

Meet this year’s member of University of Maryland Board of Governors: Marguerita Cheng ‘91, ‘93

January 01, 2022

Welcome the Year of the Tiger: Personal Finance Tips for 2022 from Marguerita Cheng, CFP® Pro

December 01, 2021

Diary of a CFP® Pro: 7 Steps to Make Charitable Giving Part of Your Estate Plan

November 19, 2021

New York Times: “How to Beat Retirement’s Nemesis — Inflation”

November 08, 2021

CNBC Announces Speaker Lineup for “CNBC’s Your Money” on November 10

August 25, 2021

Financial Planning News: “Asian American advisors see unmet potential for industry amid success”

August 17, 2021

US News & World Report: “Where to Find Free Professional Financial Advice”

June 29, 2021

Marguerita Cheng, CFP® Pro is named one of the Top 10 Most Influential Advisors of 2021 by Investopedia

June 16, 2021

CNBC: “Inflation is continuing to rise—here’s how it could affect your money”

May 19, 2021

AAPI Perspectives: “Marguerita Cheng on Early Lessons and Lifelong Learning”

November 09, 2020

US News & World Report: “Estate Planning: Create Your Legacy”

Guest Posts

Fall 2023: "Money Queen" author Cary Carbonaro explains, "When I think of Girl Scouts, the first thing that comes to mind is their delicious cookies. Still, beyond that, I see an organization that empowers young girls to become strong, confident, and compassionate individuals. As a former Brownie and Girl Scout from ages 7 to 12, I fondly remember the joy of spending extra time with friends in the evenings and creating cherished memories." Check out her Guest Blog post!

Sept. 14, 2023, Wealth Management EDGE Podcast — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro. Don't miss this episode to learn all about it.

July 27, 2023 — Today in USNews, columnist Marguerita Cheng explains "8 Ways to Minimize Taxes in a Taxable Investment Account." Check it out!

May 2023: In honor of Asian American and Pacific Islander Heritage Month (AANHPI), I am thrilled to be part of this book featuring the stories of 20 Asian women. It's the third installment of the Women Who BossUp series, which profiles women who have broken the mold to achieve, overcome difficulties or inspire change through relentless endeavor. Check it out!

July 2023: Learn all about Marguerita's company, which strives to help take the stress out of financial planning: BlueOceanGlobalWealth.com.

July 31, 2020: Investment News — To work in the best interest of clients, you need to understand how a client thinks. Marguerita Cheng of Blue Ocean Global Wealth explains her approach. Click below to learn more.

Advisor Perspectives — Marguerita Cheng, CFP® Pro will be teaching a continuing education-eligible ethics training is now available free of charge to Advisor Perspectives Premium members on Monday, Oct. 17, 1 pm Eastern. Click here to sign up!