When talking to potential clients about my investment strategy, it’s common to hear a lot of the same arguments for the ‘buy and hold’ strategy that their current investment advisor is utilizing. Below are the…
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Chores and Allowances: My Favorite Strategies
Guest Blog Post – Angie Chladek Our oldest daughter, Olivia, is 3 years-old, fiercely independent, and my biggest “helper.” As such, I’ve been researching lots of different approaches for chores and allowances to see what…
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How to Set Your Financial Priorities
In Steven Covey’s book “Seven Habits of Highly Effective People,” I realized that one of his habits (among others) applies particularly well to how we handle our own financial planning. As we always strive to…
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Current Environment – CWM Investment Outlook for 2012
I have my suspicions that the New Year is going to bring some interesting dynamics to the stock market. I’ve attempted to address the Current Environment that we are in by discussing where we’ve been…
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John P. Chladek, MBA, CFP Participates as a Subject Matter Expert for CERTIFIED FINANCIAL PLANNER Board
John. P. Chladek, MBA, CFP® served as a Subject Matter Expert for the Certified Financial Planner Board of Standards (CFP Board) as a member of the Standard Setting Committee. On December 5-6, 2011, John participated…
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