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Preston Cherry - 4 Cherry - 3 — - 2 stoke - 1 Eric Henderson - 1 that's - 1 Henderson - 1 Donald Trump - 1
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Financial - 2 CNBC - 2 Istock - 1 Nationwide Retirement Institute - 1 Finance - 1 Nationwide - 1 Social Security - 1 Social - 1

Search resuls for: "Preston Cherry"


5 mentions found


☆ Nearly half of investors believe 2024 elections will have bigger impact on their portfolios than market performance, survey finds
  + stars: | 2023-11-13 | by ( Lorie Konish | ) www.cnbc.com   time to read: +4 min
Now, there's another risk on the horizon that may stoke their worries — the 2024 elections. Almost half of investors — 45% — surveyed by Nationwide Retirement Institute believe next year's presidential and congressional contests will have a greater impact on their retirement plans and portfolios than market performance. More than two-thirds — 68% — of Republican investors believe the election outcome will have a direct and lasting impact on the stock market, versus more than half — 57% — of Democratic investors. Older investors are most fearful because of the lasting impact a recession may have on their retirement. What moves experts recommend Financial advisors also believe the election may have consequences for the markets, Nationwide's survey found.
Persons: stoke, Eric Henderson, that's, Henderson, Preston Cherry, Donald Trump, Ron DeSantis, Chris Christie, — Organizations: Istock, Nationwide Retirement Institute, Finance, Nationwide, Social Security, Social, Financial, Republican, New Locations: Florida, New Jersey
☆ The tried and true 60/40 portfolio is making a comeback this year after cratering in 2022
  + stars: | 2023-08-17 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
The balanced portfolio — reported by many to have died in 2022 — is experiencing a revival. The iShares Core Growth Allocation ETF (AOR) that mimics the strategy lost 15.6% in 2022, including reinvested dividends. Investors sitting tight were rewarded, however, as 2023's run-up in stocks helped lift the 60/40 model. "And thanks to higher interest rates, investors are getting much higher compensation for taking interest rate risk compared to 2021-2022." A 60/40 portfolio isn't right for all investors and their situations, but it does create a foundation for sound investments, said Preston Cherry, CFP and founder of Concurrent Financial Planning.
Persons: —, Seema Shah, Ryan Salah, Salah, US6M, Preston Cherry, bode, Cherry Organizations: Asset Management, Capital Financial Partners, Federal, CFP, CNBC
☆ Why it's important to spend on joy, according to a financial advisor
  + stars: | 2023-06-25 | by ( Annie Nova | Noah Kaye | Managing Director | ) www.cnbc.com   time to read: +1 min
watch nowA lot of financial planning is, of course, about the future. But people's goals can backfire if they neglect themselves in the present, says Preston Cherry, a certified financial planner and founder and president of Concurrent Financial Planning in Green Bay, Wisconsin. "Starving your current self ... could be discouraging," said Cherry, who is also a member of CNBC's Financial Advisor Council. But people shouldn't have to pick between a good life now and a good life later, Cherry said. 'Wants are needs, too'The division between "wants" and "needs" is often too rigid for people, Cherry said.
Persons: Preston Cherry, Cherry, it's Organizations: CNBC's, Council, Getty Locations: Green Bay , Wisconsin
☆ 'We’re all crazy when it comes to money,' advisor says. How to manage your psyche for better finances
  + stars: | 2023-06-15 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +2 min
D3sign | Moment | Getty ImagesHuman psychology and money don't mix well. Left unchecked, our psyches can easily sabotage financial decision-making, behavioral experts said during a panel discussion at CNBC's Financial Advisor Summit. "We're all crazy when it comes to money," said Brad Klontz, managing principal of YMW Advisors in Boulder, Colorado, and a founder of the Financial Psychology Institute. Additionally, feelings of shame, such as thinking we have too much or too little money, are pervasive, experts added. It's kind of like a thumbprint, so it's very unique," added Cherry, a CFP and member of the CNBC Financial Advisor Council.
Persons: Brad Klontz, Klontz, Preston Cherry, Charles Schwab, Cherry Organizations: CNBC's Financial, YMW Advisors, Financial, Institute, CNBC Locations: Boulder , Colorado, Green Bay , Wisconsin
☆ 3 investing tips as the federal debt ceiling 'X-date' approaches
  + stars: | 2023-05-27 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +2 min
Yellow Dog Productions | Getty ImagesPreston Cherry, a certified financial planner and founder and president of Concurrent Financial Planning in Green Bay, Wisconsin, said the debt ceiling has led to "anxiety stacking" among investors with existing financial concerns. While it's tough to predict how the stock market may respond to the coming debt ceiling negotiations, experts have tips for investors. Avoid 'emotional selling'When facing market volatility from events like the Russia-Ukraine war or the debt ceiling standoff, Cherry said it's important to avoid "emotional selling," especially when the market plunges. These events do occur, so we want to help mitigate the emotional and financial effects. "In the grand scheme of things, I think [the debt ceiling] will get worked out," Baker said.
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