Blog - Fee Only, Fiduciary, Financial Planning and Investments, NAPFA Advisor
Skip to content
Fee Only, Fiduciary, Financial Planning and Investments
Core Wealth Management
Fee Only, Fiduciary, Financial Planning and Investments
  • Home
  • About
    • Our Team
    • Careers
  • Services
    • Financial Planning
    • Investment Management
    • Company Retirement Plan Consulting
  • Blog
    • What We’re Reading
  • Videos
  • FAQ
  • Contact
    • READY TO LEARN MORE
    right-header-mini-widget-nav
    561-491-0231

    Client Login

    Search:
    Search
    • Home
    • About
      • Our Team
      • Careers
    • Services
      • Financial Planning
      • Investment Management
      • Company Retirement Plan Consulting
    • Blog
      • What We’re Reading
    • Videos
    • FAQ
    • Contact
    Financial Advisor-CFP-Savings Account-JupiterFL 1000px

    Cash in the Bank – How Much Is Enough?

    By Jackie Goldstick, CFP®August 30, 2019

    An integral component of a financial plan is making sure that you have adequate cash reserves set aside. But exactly how much is enough? Cash…

    Read more
    Wealth Management-Retirement Planning-CFP

    How “High” Are High Yield Savings Rates

    By Todd Schanel, CFA, CPA, CFP®August 15, 2019

    When looking for a place to stash your emergency reserves, a visit to bankrate.com is probably your best bet. The popular site provides an up…

    Read more
    CFP-NAPFA-FeeOnly

    What is Tracking Error Regret?

    By Todd Schanel, CFA, CPA, CFP®August 1, 2019

    A central tenet of our investment philosophy is diversification. Furthermore, we advocate for “real diversification”, which means owning thousands of stocks in companies of all…

    Read more
    Fee Only - NAPFA - Jupiter FL

    Group Intelligence and Investing

    By Todd Schanel, CFA, CPA, CFP®July 12, 2019

    In 1906, statistician Francis Galton attended a livestock fair where villagers were invited to guess the weight of an ox. No villager successfully guessed the…

    Read more
    Equities Financial Advisor CFP JupiterFL

    Investing in Publicly Traded Equities vs. Direct Real Estate (Part 2)

    By Todd Schanel, CFA, CPA, CFP®June 13, 2019

    In Part 1 of this series, a brief list of the advantages and disadvantages of investing in publicly traded equities vs. direct real estate was…

    Read more
    NAPFA-fee only-Retirement Planning

    Investing in Publicly Traded Equities vs. Direct Real Estate (Part 1)

    By Todd Schanel, CFA, CPA, CFP®May 31, 2019

    Some investors choose to invest their savings in stocks while other others favor investing in directly real estate. Below is a brief list of the…

    Read more
    NAPFA - CFP - JupiterFL

    All Investment Risk is Not Created Equal

    By Jackie Goldstick, CFP®May 16, 2019

    We all know that risk and return go hand-in-hand.  As investors, we are encouraged to think about how much risk we can/want to assume and…

    Read more
    CFP-Retirement Planning-JupiterFL

    Three Reasons Not to React to Financial News

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®May 7, 2019

    Stock prices change as new information becomes available.  It’s not surprising that many investors believe that it is crucial to follow financial news carefully and…

    Read more
    12345678910111213141516171819
    SIGN UP FOR OUR NEWSLETTER












      BROWSE TOPICS
      • Advisor Compensation (10)
      • Annuities (1)
      • Asset Allocation (11)
      • Asset Protection (1)
      • Bonds (1)
      • Charitable Giving (3)
      • College Funding (3)
      • Economics (21)
      • Fee Only (11)
      • Fiduciary Rule (2)
      • Financial Advisor (7)
      • Financial Planning (3)
      • Healthcare (2)
      • Index Fund Investing (4)
      • Investing (56)
      • Investment Risk (18)
      • Investor Behavior (35)
      • IRAs (8)
      • Life Planning (17)
      • Market Research (6)
      • Market Update (15)
      • Medicare (1)
      • Planning Perspectives (71)
      • Portfolio Management (51)
      • Readers Corner (1)
      • Retirement Planning (36)
      • Risk Management (3)
      • Savings (12)
      • Social Security (5)
      • Taxes (18)
      • Workplace Retirement Plans (401k, 403b and 457 plans) (10)
      CONNECT WITH US

      Stay up to date on the latest company news, industry updates, and more.

      •  
      •  
      •  
      •  
      •  
      RECENT POSTS
      • 529 College Savings Plan – Options for Unused Balances August 16, 2023
      • Market Volatility in Retirement: Addressing Sequence of Return Risk June 12, 2023
      • U.S. Debt Ceiling Debate: A Long-Term Investor’s Perspective May 24, 2023
      • Five Questions You Should Ask to Ensure You Find the Right Fee-Only Advisor for You May 9, 2023
      • Understanding the Banking Storm – From Crisis to Confidence May 5, 2023
      • Unnerving Headlines: This is Why We Diversify April 28, 2023
      WHAT WE’RE READING

      what we are reading
      LEARN MORE

      MEET OUR TEAM

      Todd Schanel, CFA
      CPA, CFP®
      Principal and Director
      of Investment
      Advisory Services

      Jackie Goldstick Core Wealth Management Jupitert Florida cropped

      Jackie Goldstick,
      CFP®
      Director of Financial
      Planning Services

      CORE WEALTH MANAGEMENT, INC.

      4600 Military Trail, Suite 215 | Jupiter, FL 33458
      Tel: 561-491-0231 | Fax: 561-624-0726 | Website:www.core-wm.com
      Serving All of Palm Beach County including North Palm Beach, West Palm Beach, Palm Beach Gardens and Jupiter.

      FAQ  |  Legal Disclosures  |  Contact Us

      Terms Of Use  |  Privacy Policy | Security Protocols

      ©2023 Core Wealth Management. Website Developed By Capture Digital Marketing.

      Pay Invoice Online Sign Up For Our Newsletter

      Find us on:

      Facebook page opens in new windowTwitter page opens in new windowYouTube page opens in new windowLinkedin page opens in new window
      Go to Top
      This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept or Reject
      Privacy & Cookies Policy

      Privacy Overview

      This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
      Necessary
      Always Enabled
      Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
      Non-necessary
      Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
      SAVE & ACCEPT