In the Media - Retirement Investors Are Finally Getting Good Returns... (Yahoo Finance)
Our very own Marcus Holzberg, CFP® was recently featured in an article from Yahoo Finance about CD ladders.
Marcus was also featured earlier this year in the Wall Street Journal about this very same topic. We posted about that media mention and included some great additional information about certificate of deposit (CD) laddering strategies. Be sure to check that out and learn more here.
If you have questions about whether CD ladders may be right for you, talk with a financial advisor. You can schedule a complimentary, no-obligation call with us here!
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About the Author
Holzberg Wealth Management is a family-owned and operated financial planning and investment management firm based in Marin County, CA. As your financial advisors, we serve you as a fiduciary and are fee-only, so we never receive commissions of any kind. We help individuals and families like you in the greater San Francisco Bay Area and virtually nationwide with the financial decision-making process to organize, grow, and protect your assets.
** This writing is for informational purposes only. The author and Holzberg Wealth Management do not guarantee or otherwise promise any results that may be obtained from using this report. No reader should make any investment decision without first consulting their financial advisor and conducting their own research and due diligence. These commentaries, analyses, opinions, and recommendations represent the personal and subjective views of the author and do not constitute a recommendation, offer, or solicitation to make any securities transaction. The information provided in this report is obtained from sources that the author believes to be reliable. External links to third parties are being provided for informational purposes only. Holzberg Wealth Management is not affiliated with the third-party websites linked to, unless otherwise explicitly stated, and does not constitute an endorsement or approval by Holzberg Wealth Management of any of the third party’s products, services, or opinions.