At The Chardukian-Goldstein-Cox Team we are very proud that Financial Advisor Adam Goldstein was named a Forbes/SHOOK Best-In-State Wealth Advisor in 2020. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Adam!
We endeavor to provide the same solutions and services to individuals and businesses that we would apply to our families and ourselves, given the same circumstances. We do this by carefully listening to our clients' concerns, analyzing the information received, making recommendations, assisting with the implementation of our agreed upon plan and reviewing as needed.
RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.
If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.
The U.S. government moves more like a lumbering supertanker than a speedboat that can suddenly veer off in new directions. Yet a Democratic sweep of the White House and Congress, were that to be the election outcome, would bring with it some key policy changes. We look at how this scenario could affect different market sectors and subsectors, and identify which of these could be the winners and losers. Read the full economic outlook in the latest edition of Global Insight.
Learn more about the Chardukian-Goldstein-Cox Team.
January 15, 2020
September 3, 2020
Global Insight Weekly
October 30, 2017
Social Security: At a glance
July 22, 2020
November 3, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.
The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact us if you have questions about your plans for retirement and the SECURE Act changes.