Treven Ayers, CIO was quoted in the Wall Street Journal as part of an article entitled, “Oil’s Decline Creating Stock Bargains for Financial Advisers”. Treven Ayers, chief investment officer at Clearview Wealth Management in Charlotte, N.C., has also been taking advantage of the downturn, rebalancing client portfolios into the selloff. His firm, which manages $65 million, is finding opportunities in domestic and international stocks as well as energy-focused MLPs and global bonds. If you are a current subscriber to the Wall Street Journal online, you can view the entire article here.
Clearview Wealth Management has gone to great lengths to leverage interactive technology platforms to enhance the overall client experience, improve client-advisor communication, and increase service standards to provide a more proactive and versatile approach to each client relationship. Eric Clark was recently featured by The Wall Street Journal to showcase Clearview’s hands-on approach to help older clients embrace online technology. If you have a subscription to The Wall Street Journal online, you can read the article in its entirety here.
Liz Ann Sonders from Charles Schwab & Co., Inc. shares key takeaways from the Fed meeting this week: Key Points The Fed kept its statement largely intact relative to July’s; opting to retain the much-ballyhooed “considerable time” phrase. It was confirmed that QE’s tapering would be concluded by the end of October; while the Fed’s rate expectations were increased. Yellen took great pains to explain that “considerable time” should not be considered calendar-based guidance. Click here to read the full summary.
Cheryl Sherrard and Megan Rindskopf were honored to speak with a wonderful group today at Elliott Davis’s Women, Wisdom and Wealth lunch in Charlotte! If you’re feeling stretched, you’re not alone. Check out these stats. @CherylJSherrard @Elliott_Davis "Sandwiched" btwn 2 generations? You're not alone. Check out our piktochart for stats pic.twitter.com/3J8gXVrPvW — CVW Mgmt (@cvwmgmt) September 10, 2014
We are once again honored this week to be featured in Roger Wohlner’s blog, The Chicago Financial Planner! Roger was recently named #3 on the list of “Top 100 Most Social Financial Advisers in the US.” Last week Roger featured a blog by Cheryl Sherrard on the Money Conversations you should be having with your spouse regarding caring for your aging parents. You can read an excerpt from the write-up below, or read the whole article, here. We all know that when we get married, we marry the entire family. What we may not realize is that each of us comes into a marriage with expectations about how we will interact with and assist our families. Most couples talk about and come to consensus on topics such as when to visit which set of parents and can usually resolve that by rotating holidays with their respective families. However, the discussions you may not have had revolve around each of your expectations surrounding caring for aging parents and in-laws. You may be fortunate if the prior generation has already dealt with planning Read on! →