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Beauty of Finance

Starting a Business

Marguerita Cheng | Jul 10, 2019
Categories
Business

Ring the Bell for Gender Equality 2019

Marguerita Cheng | Mar 8, 2019
Categories
Uncategorized
Large gold "2018" on a graphic of a hundred dollar bill

Key Lessons Learned from the 2008 Financial Crisis

Marguerita Cheng | Dec 8, 2018
Categories
Financial Planning
A graphic with the word "Taxes" in bold letters and several smaller icons around it. The icons are mainly people and finance-related.

2018 Year End Financial Planning

Marguerita Cheng | Dec 6, 2018
Categories
Financial Planning
An easel with a picture that says "Personal Finance". Next to the easel is a piggy bank and a jar of coins.

Reboot Your Personal Finance with These Easy Steps

Marguerita Cheng | Aug 17, 2018
Categories
Financial Planning
A group of college graduates throwing their caps into the air

Six Financial Tips for New College Graduates

Marguerita Cheng | Jul 6, 2018
Categories
Financial Planning
Silhouettes of a bear and a bull in front of some modern-looking charts

Is It Time to Prepare for a Bear?

Marguerita Cheng | May 23, 2018
Categories
Financial Planning
Marguerita "Rita" Cheng

Tips for Choosing the Best Wealth Manager for Your Business and Family

Marguerita Cheng | Mar 27, 2018
Categories
Financial Planning
Marguerita "Rita" Cheng at the Washington Memorial

What, Exactly, Is Wealth Management?

Marguerita Cheng | Mar 8, 2018
Categories
Financial Planning

Financial Lessons from the Year of the Dog

Marguerita Cheng | Mar 4, 2018
Categories
Financial Planning

Rita interviews David Siegel, CEO of Investopedia

Marguerita Cheng | Nov 20, 2017
Categories
Interviews
Parent and child sitting at a computer together

Helping Your Kids Become Financially Literate

Marguerita Cheng | Mar 27, 2017

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Categories

  • 50s
  • 60s
  • Budgeting
  • Business
  • Chinese New Year
  • divorce

Office

9841 Washingtonian Boulevard
Suite 200
Gaithersburg MD 20878

Contact Info

P: 301-502-5306
E: mcheng@blueoceanglobalwealth.com

     

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Our Commitment to Accessibility

Advisory and Brokerage Services offered through Private Client Services LLC, member FINRA/SIPC.  Private Client Services LLC and Blue Ocean Global Wealth are unaffiliated entities.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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