Marguerita Cheng
Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita has been quoted and featured in numerous national publications. Marguerita is a monthly columnist for the Washington Business Journal and Be Inkandescent Magazine. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, and a Certified Divorce Financial Analyst. Learn more here .
Articles by Marguerita Cheng
- Money & Life
The IPO Reality Check: What the Headlines Aren’t Telling Investors
The gap between the buzz and the mechanics is where the first disconnect appears. When IPOs Dominate the Conversation When a company that most people recognize goes public, suddenly it's everywhere.
- PowerAdvice
Think You're Safe From Estate Taxes? Read This First.
The federal estate tax exemption remains at an all-time high. For some families, that is genuinely good news.
- Money & Life
Financially Ready for Retirement? Your Relationship Might Not Be.
How you'll spend your time, and what each of you is genuinely looking forward to. We find that many have not thought that far ahead.
- Money & Life
Claim Social Security Too Early? 5 Critical Factors Every Retiree Should Weigh
The better question is: how does Social Security fit into my overall retirement income strategy, including longevity and survivor considerations?
- Money & Life
Three Numbers That Reveal the New Financial Reality for Women
The story these numbers tell is that women are likely to oversee more wealth for longer periods and for more people than previous generations.
- Artificial Intelligence
7 Practical Steps To Reduce Risk From AI-Powered Fraud and Impersonation
Steps you can take to help manage threats to yourself and your family. To paraphrase the old car ad, this is not your father’s identity theft!
- Money & Life
Tax Season Alert: Rising Identity Theft Threats You Need to Know
Unfortunately, this scenario is becoming increasingly common and serves as a stark reminder of why vigilance is essential. #tax #scam
- Opinion
What the Chinese Zodiac Can Teach Us About Personal Finance
It's the Year of the Monkey. Here are some lessons we can learn from this charming and energetic creature.
