Diary of a CFP® Pro: February News from Award-Winning Financial Planner Marguerita Cheng

Hello friends! I am thrilled that Money magazine has named me one of the nation’s best financial planners. Editors surveyed more than 1,000 financial planners to arrive at the 80 best, who all earned high marks for qualifications, trust, services and customer service. Learn more here.

It is my privilege to serve you: If you have visited my website before, you know it is filled with podcasts, videos, and articles about ways to harness your financial savvy, including:

Margaritas with Marguerita Show: On my podcast and video show, Margaritas with Marguerita, we’ve conducted more than 100 conversations with leaders in the finance world who are determined to help you grow your confidence and wealth for your entire lives. Click here to listen to the podcasts and find all of the video versions of the interviews on MargueritaCheng.tv.

Books like Diary of a CFP® Pro: I can’t think of a better gift to women than to get a handle on our finances. Some may want to save more or invest more wisely. Others may need to learn to find ways to work better on money issues with their partners or make sure there’s enough money for their kids to attend college. Whatever your financial goal, click here for monthly ideas and insights in my latest book, Diary of a CFP® Pro.

News you can use: Below, you’ll find my media interviews and articles I’ve penned for publications including Kiplinger, USNews, and CNBC. I hope these will give you insights into what you need to do in the coming year! Click here to read all of the media mentions.

Hhow you can maximize your financial plan? Click here to contact me today! — Rita


Latest News

By Marguerita Cheng, CFP® Pro, columnist, USNews & World Report

There are many criteria dividend investors can use to narrow down the list of available exchange-traded funds, or ETFs. Dividend yield – the annual dividends paid by an asset divided by its market price – is one of those factors.

There are many criteria dividend investors can use to narrow down the list of available exchange-traded funds, or ETFs. Dividend yield – the annual dividends paid by an asset divided by its market price – is one of those factors.

Also, if multiple ETFs are equally attractive to you (based on factors like expense ratio, dividend growth, dividend consistency and risk profile), you can use dividend yield as the deciding factor to choose the one to buy. Just remember, though, that most investors consider total return the ultimate measuring stick, and just because a stock or fund has a high dividend yield doesn’t mean its total return is high. Therefore, inclusion in this lineup of ETFs is not necessarily an endorsement.

So, Which ETF Has the Highest Dividend Yield? Click here to read the entire article.

Click here to read more articles featuring insights from Marguerita Cheng: In the News