by CEA Wealth | Dec 19, 2024 | Financial Articles, Newsletters
December 19, 2024 As 2024 comes to an end, allow us to share some thoughts on what has transpired and what is top of mind for 2025. Without over-embellishing, equity performance has been outright impressive. With almost no exception, investors have been rewarded for...
by CEA Wealth | Nov 14, 2024 | Financial Articles, Financial News
John’s Take: Sadly, $1 million is not what it once was. What’s it like to feel like a million bucks? Millionaires indicate it’s less about believing you’re rich and more about having confidence and clarity about the future. Nearly 80% of...
by CEA Wealth | Nov 13, 2024 | Financial Articles, Financial News
John’s Take: Life insurance for business owners helps lower the taxman’s take! Clockwise from top left are Eric Benchetrit of Sage Advisory Corp. , Michael Godsoe of Langhaus Financial, Trevor Shaw of Unity Insurance, and Dustin Schneider, also of Unity...
by CEA Wealth | Oct 14, 2024 | Financial Articles, Financial News
John’s Take: After a tough 2022, 2023 is showing signs advancement thanks in part to AI. Boston Consulting Group issued its annual Global Wealth Report for 2024. The report highlights that global net wealth staged a significant recovery in 2023, growing by 4.3%...
by CEA Wealth | Sep 20, 2024 | Financial Articles, Financial News
John’s Take: Numbers speak louder than words, are you ready? An interesting article in the New Economies newsletter by Marine Auge, title The Great Wealth Transfer: A New Era in Wealth Management Here is a summary of the article. The wealth management industry...
