@BlueOceanGW

We help our clients gain clarity, confidence & control about their financial lives. #BeautyofFinance #IDFAAmbassador #GlobalMarathoner

 Gaithersburg, MD
blueoceanglobalwealth.com
Joined October 2013
  • Tweets23.5K
  • Following5.7K
  • Followers42.8K
3.8KMedia
"Coaching is unlocking a person's potential to maximize their own performance. It is helping them to learn rather than teaching them" - Timothy Gallwey m.girlsontherun.org//remarka… #NCA #SoleMate @GOTR_Chicago @GOTRNOVA @GOTRNYC @GOTRDC @GOTRI
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Don’t Let Car Costs Ruin Your Golden Years — A Money Pro’s $10K Savings Plan ⁦@GOBankingRates⁩ ⁦@YahooFinance⁩ finance.yahoo.com/markets/ar…

Don’t Let Car Costs Ruin Your Golden Years — A Money Pro’s $10K Savings Plan

Living on a fixed income? A money expert shares a simple car-buying strategy that retirees can use to cut costs, avoid money pits and protect retirements.

finance.yahoo.com
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Retirees' Investments Amid Iran War | GOBankingRates ⁦@GOBankingRates⁩ #retirement #investments #retirementplanning gobankingrates.com/investing…

4 Ways Retirees Should Adjust Their Investments Amid the Iran War

Advice to help retirees navigate volatility.

gobankingrates.com
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BlackRock's Larry Fink: Trump accounts, paired with other assets, may be 'very significant' for young adults cnb.cx/4rTNHFf @CNBC @katedore @jdickler @BlackRock

BlackRock's Larry Fink: Trump accounts, paired with other assets, may be 'very significant' for...

BlackRock CEO Larry Fink said Trump accounts, if paired with other investments, "could be a very significant step" for young Americans.

cnbc.com
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ChatGPT Planned a $50K/Year Retirement: Financial Planners Pointed Out the Flaws ⁦@YahooFinance⁩ ⁦@GOBankingRates⁩ finance.yahoo.com/markets/op…

ChatGPT Planned a $50K/Year Retirement: Financial Planners Pointed Out the Flaws

ChatGPT built a $50K‑a‑year retirement budget. Financial planners explain what the chatbot got right -- and where retirees could be at risk with the plan.

finance.yahoo.com
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I’m a Financial Advisor: These Are the 5 Questions I Wish New Clients Asked ⁦@GOBankingRates⁩ ⁦@YahooFinance⁩ finance.yahoo.com/markets/ar…

I’m a Financial Advisor: These Are the 5 Questions I Wish New Clients Asked

Financial advisors reveal some key questions on fees, investing philosophy, taxes and retirement planning that they want new clients to ask. Find out more.

finance.yahoo.com
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Cutting Expenses in Retirement: 6 Home Items To Stop Buying ⁦@YahooFinance⁩ ⁦@GOBankingRates⁩ #retirement #springcleaning yahoo.com/lifestyle/articles…

Cutting Expenses in Retirement: 6 Home Items To Stop Buying

You've worked hard for decades, and now it's time to make those golden years truly shine. But let's face it, living on a fixed income can be trickier than doing the Macarena at your grandkid's...

yahoo.com
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4 Tools to Help Advisers With Next-Level Estate Planning | Kiplinger #estateplanning #financialplanning ⁦@Kiplinger⁩ kiplinger.com/retirement/est…

A Financial Planner's Guide to 4 Tools That Help Advisers Take Estate Planning to the Next Level

Specialist estate planning software can help advisers provide a more seamless service to clients, forge much deeper relationships with them — and even leverage the power of AI to provide unique...

kiplinger.com
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A Retiree’s Guide to Maximizing Social Security and Medicare Together ⁦@GOBankingRates⁩ ⁦@YahooFinance⁩ #Medicare #SocialSecurity #Retirement #RetirementIncome finance.yahoo.com/news/retir…

A Retiree’s Guide to Maximizing Social Security and Medicare Together

Learn how to coordinate Social Security and Medicare to boost retirement income, cut healthcare costs and avoid costly mistakes.

finance.yahoo.com
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Do You Know how to Protect Yourself From Scams? Insights from a Financial Advisor ⁦@Investopedia⁩ #scams #identitytheft #financialplan #financialplanning investopedia.com/fa-one-thin…

Do You Know how to Protect Yourself From Scams? Insights from a Financial Advisor

How Marguerita Cheng, financial advisor and founder of Blue Ocean Global Wealth, is talking to clients about protecting themselves from increasingly sophisticated financial scams.

investopedia.com
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5 Expert-Backed Investment Tips for Your Newborn's Future Beyond the 529 Plan ⁦@Investopedia⁩ #financialplanning #CFP #529 investopedia.com/5-smart-way…

5 Expert-Backed Investment Tips for Your Newborn's Future Beyond the 529 Plan

When college is covered, how should you invest $25,000 for a newborn? Explore custodial accounts, Roth IRAs, and flexible strategies with expert guidance.

investopedia.com
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Honored to participate in the Closing Bell ceremony with @graniteshares Watch the Closing Bell ceremony live here: nasdaq.com/events/granite… nasdaq.com/marketsite/bel… #Nasdaq #ClosingBell #GraniteShares #ETFs #MarketClose #USMarkets #TradingDay #WallStreet #CapitalMarkets #ExchangeTradedFunds
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21 Money Moves Smart People Are Making Before 2026 kiplinger.com/personal-finan… @Kiplinger @PennyWriter

21 Money Moves Smart People Are Making Before 2026

These steps can help trim your tax bill, boost your savings, lower your health care costs and set you up for financial success in 2026.

kiplinger.com
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Millennials Break Dated Boomer Money Habits ⁦@GOBankingRates⁩ gobankingrates.com/money/fin…

Millennials Are Breaking These 6 Outdated Boomer Money Habits

Millennials flip the script on old school money habits.

gobankingrates.com
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How I’m Talking to Clients About Interest Rates in 2025 ⁦@Investopedia⁩ #interestrates #investing #financialplanning #investments #financialplan investopedia.com/fa-one-thin…

How I’m Talking to Clients About Interest Rates in 2025

How Marguerita Cheng, founder of Blue Ocean Wealth Global, is talking to clients about interest rates and how they should or should not affect their investment decisions in 2025 and beyond.

investopedia.com
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How Millennial, Gen Z Needs Are Shaping Practice Management - Articles - Advisor Perspectives ⁦@Vetta_Fi⁩ #financialplanning #CFP #lifeinsurance #GenZ #millennials advisorperspectives.com/arti…

How Millennial, Gen Z Needs Are Shaping Practice Management

As younger generations are more often delaying life milestones, like marriage, parenthood and homeownership, advisors may need to adjust their conversations with millennial and Gen Z clients.

advisorperspectives.com
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BluOceanGlobalWealth retweeted
GOBankingRates@GOBankingRates26 Sep 2025
Life insurance doesn’t have to drain your budget. 🛡️ Marguerita Cheng breaks down the biggest mistakes people make — and how to avoid them. Full guide: gobankingrates.com/money/fin… @MoneyLion
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BluOceanGlobalWealth retweeted
GOBankingRates@GOBankingRates26 Sep 2025
Life insurance: the thing you keep putting off… until it’s too late. ⏳ CFP Marguerita Cheng shares mistakes to avoid— plus a smarter way to save on your policy. gobankingrates.com/money/fin… @MoneyLion
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Asking one key question can help you to know who to trust with financial advice cnb.cx/4gHnKFh @CNBC @AnnieReporter @CarolynMcC @dougboneparth #CFP #fiduciary

Asking one key question can help you to know who to trust with financial advice

Wondering about what kind of professional you can trust with financial advice? Finding one that is a fiduciary is a good first step, experts say.

cnbc.com
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How Your Savings Compare to the Average American at Age 55-64 ⁦@Investopedia⁩ #retirement #financialplanning #retirementplanning #retirementsavings #investments #investing investopedia.com/how-your-sa…
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4 Budget Travel Destinations for 2026 | GOBankingRates ⁦@GOBankingRates⁩ gobankingrates.com/saving-mo…

4 Cheap Travel Spots for 2026 — and Why You Should Plan Now

Four expert-backed destinations.

gobankingrates.com
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