Please note that this article was originally featured by our CEO, Marguerita Cheng, on Kiplinger’s Wealth Creation channel. image credit: kiplinger.com With back-to-scho[..]
Blue Ocean Global Wealth is an investment advisory firm that strives to be a trusted partner and educational resource. We provide corporations and institutions with portfolio construction, investment due diligence, and risk management consulting. We deliver comprehensive financial planning and wealth management solutions to families, entrepreneurs, and executives. We embrace global diversity and steward the protection, growth, and distribution of our clients’ wealth. Our Blue Ocean Strategy is education.
image credits: Clear Money Analysis shows four discrete segments of respondents; each involves unique findings regarding money management, retirement savings and outlook on finances &nbs[..]