Planning to Retire in 2015? Read this. Before collecting that final paycheck, new retirees need to make important decisions. And it’s not just money. There’s also the issue of how people are going to fill their time in a rewarding way. “You don’t want to see people just stepping off a cliff into the big unknown,” says Cheryl Sherrard, director of financial planning at Clearview Wealth Management in Charlotte, N.C. “Planning and talking about the things that are ahead will make for a much smoother transition.” This is an excerpt from The Wall Street Journal article by Tom Lauricella. To read the article in its entirety, click here.
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