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! →
We are honored to be featured on SeniorAdvisor.com’s blog! Cheryl Sherrard, CFP® shares her knowledge and expertise with adult children who are trying to navigate the changing relationship with their aging parents. You can preview a snapshot of the article below, or read the entire post by visiting SeniorAdvisor.com. How do you navigate this changing stage of life with your parents, without losing your mind or your relationship with them? Is there an easier way to work through these aging phases with your parents, while still allowing them to be in control of their own futures? This can be a difficult phase for both parent and child, but it can be manageable if approached in the right manner. If you’ve never been down this path before, locating the right resources to fit your parent’s needs can be both time consuming and confusing. You may not know what the realistic options are for your parents based on affordability, as they may be hesitant to share their financial information with you, their child. Many adult children are finding that a good approach is to engage a trusted financial Read on! →