Re-Post: Ten Ways to Teach Children About Money

A few years back, I found this fabulous blog by Alison Van Dyke, and each time I read it I'm reminded how current the ideas still are today.  She was a fee-only financial planner in San Francisco who worked specifically with new parents.  The ideas she posted are easy, fun, and best of all- help [...]

July 3rd, 2012|

Market Commentary: May 2012

Despite a strong last week to the month, April marked the first loss for the S&P 500 since last November. The S&P 500 lost 0.75%, though it was down as much as 4% earlier in the month.  Recent economic data suggests that the U.S. economy may be slowing, and Spain has officially entered a recession [...]

May 2nd, 2012|

Market Commentary: Week Ending 03-30-12

This will be CWM’s last weekly market commentary as we are changing our communication strategy.  Going forward, we will be sending a monthly market commentary, as well as a quarterly financial planning newsletter.  For all of our clients that have questions or concerns about the markets, feel free to give us a call or send [...]

April 2nd, 2012|

Market Commentary: Week Ending 03-16-12

The global markets saw big gains for the week. With the current gyrations in the markets, I thought I’d share my perspective on my current stance. Buy Low The US stock market has put in a nice run since October 2011. But, most of the gains, undeniably, have come along in a period where the [...]

March 19th, 2012|

Market Commentary: Week Ending 03-09-12

Global markets posted a fairly flat week. The big news for the week was the Greek debt restructuring that was approved on Friday. Private holders of Greek bonds, who for the most part are banks, hedge funds and the like, agreed to a “haircut” of up to 74%. Greece had as much as 85% of [...]

March 12th, 2012|

Do You Qualify for FREE Money?

This Rare Credit Expires April 16th, 2012 Have you been considering making a change with your IRA?  Or do you have an old employer retirement plan just sitting around that you could rollover into an IRA?  Well, here’s one more reason to consider Chladek Wealth Management.  If you rollover an IRA or 401k/403b/457 to Scottrade [...]

March 7th, 2012|

Market Commentary: Week Ending 03-02-12

For the most part, global markets posted very modest gains for the week. Yet again, the big market driving news of the week came from a central bank. This week it was the European Central Bank (ECB) and their most recent lifeline to the banks in Europe. On Wednesday we awoke to the news that [...]

March 5th, 2012|

Market Commentary: Week Ending 02-24-12

Global markets put in a mild week.  The news of the week was gas prices.  If you have not filled up lately, you’re in for a shocker.   This week also saw the beginning of our fearless leaders already blaming those darn speculators for driving up the cost of black gold. higher upon hearing I [...]

February 27th, 2012|

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 fits with our financial and parenting philosophies. I wanted to publish this information in a format that would be useful [...]

February 10th, 2012|

Market Commentary: Week Ending 02-03-12

The Global stock markets fared well for the week and were finished off with a non-farms payroll report on Friday that was, frankly, unbelievable – literally, unbelievable. Many economists do not rely too much on the Bureau of Labor statistics (BLS) data for a plethora of reasons such as: BLS is a government entity and [...]

February 6th, 2012|