The latest issue of Market Week is available.
关于我们
CFO4Life offers individuals and businesses unparalleled service in investment portfolio management and financial planning. With over 100 years of collective professional experience, our dedicated team of Certified Public Accountants, Certified Financial Planners?, and MBAs provides personalized and comprehensive guidance for wealth management. We seek opportunities to maximize your wealth through strategies guided by fundamental research, disciplined valuation techniques, and a long-term approach. Our team is always motivated by a focus on you and your financial security. We understand the importance and value of time. We give you what you want- more time, less stress. Advisory services through CFO4Life Group, LLC. Securities offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Dr., Davenport, IA 52807. 563-326-2064 CFO4Life Group, LLC. and Ausdal Financial Partners are separately owned and operated.
- 网站
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https://www.mycfo4life.com
CFO4Life的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Coppell，Texas
- 类型
- 私人持股
- 创立
- 1998
- 领域
- Retirement and Family Planning、Investments、Risk Management (Insurance)、Employee Benefits、Estate Planning和Tax Planning
地点
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主要
获取路线
735 Plaza Blvd
Suite 100
US，Texas，Coppell，75019
CFO4Life员工
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Rusty Boaz, CPA, CFP?
Partner | CERTIFIED FINANCIAL PLANNER? at CFO4Life specializing in Investment Management | Insurance
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Levi McMellian, CPA, AIF?
CEO | Founding Partner | Managing Director at CFO4Life specializing in Investment Management
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Kristina Miller, ChFC?, FPQP?
Financial Advisor and Operations Director at CFO4Life
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Victoria Areingdale, CFP?, CRPC?
Financial Planner
动态
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Faces of Financial Wealth, featuring our CEO, Levi McMellian and CIO, Brian Chastain! https://conta.cc/3X8tn6N
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A rise in values last Friday wasn't enough to prevent stocks from closing generally lower last week. Each of the benchmark indexes declined to start the new year, with the exception of the Russell 2000. Among the market sectors, only energy, utilities, real estate, and health care advanced, while consumer discretionary fell the furthest. Ten-year Treasury yields ended the week where they began. Crude oil prices reached a two-month high, driven by cold weather in Europe and the U.S. coupled with growing optimism over increasing Chinese demand. The dollar remained near its highest levels in two years as investors banked on continuing U.S. economic resilience and fewer interest rate cuts. Gold prices rose following a dip in prices the previous week.
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Christmas week saw stocks climb higher, despite a tumble last Friday. Each of the benchmark indexes listed here posted gains, led by the Global Dow and the NASDAQ. Scant holiday trading amplified market moves during the week. Information technology led the market sectors, with health care, communication services, utilities, financials, and energy also outperforming. Bond values receded, pushing yields higher. The dollar edged up, while gold prices ticked lower. Crude oil prices gained after falling the previous week.