A Message To Our Valued Clients About COVID-19

As the situation surrounding COVID?19 continues to evolve, we want to assure you that your financial security is our top priority, and we are here to help you through whatever the coming weeks and months may bring. We are fully “open” for business and ready to serve you. Remotely.  For the well-being of our clients and our team, we are not … Continue reading

It’s A Good Time for A Portfolio Review

In light of the volatility of the recent market due to the Chinese tariff wars and the controversy of the inverse yield curve, I would like to suggest that we set a time to review your portfolio. In this review, we will concentrate on the positioning of your portfolio, as well as the opportunities that lie ahead for the rest … Continue reading

Prediction: We’ll Go Higher From Here.

At the end of 2018, we experienced a 20% correction in the stock market. It was CGO Wealth Management’s belief at that time that because the economy was still strong, the stock market would recover and continue to climb. Now, the question is: Where do we go from here? Our prediction is that we go higher from here. And, as … Continue reading

We Steady Our Wobbly Knees: A Post-Presidential Election Review

Our roller coaster ride of a presidential election provided us with 18 months of political thrills, including one of the biggest surprises in U.S. history. Now that our collective adrenaline levels have settled a bit, we’ve collected some thoughts about the election and how it might benefit investors like you. After the Election: The First 100 Days So, what’s likely … Continue reading

How Will Our Next President Affect Small Businesses in America?

When we go to the polls on Tuesday, November 8 to vote for our next president, we’ll also be deciding the future of the economy and small businesses in America. Whether the winner is Hillary Clinton or Donald Trump, you can bet that his or her tax policies will impact small businesses, which truly are the backbone of our economy. … Continue reading

Don’t Believe the Dire Economic Predictions: CGO’s Take on the Road Ahead

Wall Street is warning investors to brace for an economic downturn. That’s understandable, given the changing U.S political landscape and the uncertainty of the Brexit vote. One well-known financial expert, Stan Druckenmiller, recently offered his dire prediction of the next financial apocalypse. In 25 years as a hedge fund manager, he compounded money at an annualized rate of return of … Continue reading

What Happens To The Markets During Elections?

We’re all familiar with the old saying, “markets hate uncertainty.” And there are few things more uncertain than the outcome of this November’s election. At this point, it’s a toss-up who will become our 45th president, but whether Hillary Clinton or Donald Trump takes the oath of office January 20, it could have a huge impact on our economy – … Continue reading

My Philosophy of Business and Life

By President and Founder Claude Ohanesian As the President and Founder of CGO Wealth Management, I am sometimes asked to deliver speeches about myself to local groups, detailing how I got started in the field of investment advising and my philosophy of business, and life. I’d like to share those views with you now. My thoughts on money and the … Continue reading

The Brexit Vote Is In. What’s Next For The U.S.?

The world economy is still reeling from the Brexit vote held on June 23. On that day, people in the United Kingdom voted by a four-point margin to leave the European Union. The obvious question people in this country had in the days after the vote was, “How will this affect me?”   According to CGO President and Founder Claude … Continue reading

Should Annuities Be A Part Of Your Financial Strategy?

There’s a lot of talk these days about annuities and whether they are good investments. As is true for most things when you’re talking about money, no answer is right for all people, all the time. Annuities are popular with many investors. Last year alone, U.S. annuity sales topped $200 billion. Before you can determine if they are right for … Continue reading