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Cedar Brook periodically publishes its own white papers, articles and newsletters. These documents are designed to inform our clients of relevant developments at Cedar Brook, as well as convey news and insights from our advisors on financial planning issues.
Our most recent publications, as well as news releases from Cedar Brook, are available for downloading below.
Hidden Treasure?
Cedar Brook Financial Partners LLC has announced its first Life Insurance Roadshow will be held October 4-8 at its offices in Cleveland, OH.
Finance Executive Frank Legan Joins Cedar Brook Financial As Partner
Cedar Brook Financial Partners LLC announced that Frank Legan has joined the firm as a Partner. Prior to his new role at Cedar Brook, Legan was a financial advisor in the private client groups at Merrill Lynch and National City/PNC investments.
Financial planning — so you can savor the simple things
I went to a wake last week. Not that that is such an unusual event as we grow older. It was just that the friend and client who died was only 46 years old. She was a marvelously positive individual who was afflicted with cancer years ago.
Cedar Brook Financial Partners Welcomes Helene Shafiyan
Experienced Advisor Joins one of the Region's Premier Independent Wealth Management FirmsCedar Brook Financial Partners LLC today announced that Helene Shafiyan, an industry veteran with more than 25 years experience, has joined the firm as a Financial Advisor.
Checks and Balances for Your Protection
Yet another scandal has enveloped the investment world, with the highly publicized scheme perpetrated by Bernie Madoff. This is just the latest black mark contributing to the track record of impropriety on Wall Street. Because this is the world we live in; we feel it is timely to reiterate the many protective measures that we take at Cedar Brook Financial Partners to ensure that your assets are safe.
Back to Basics in 2009: Mindful Money Management Can Transform More Than the Bottom Line
As Barack Obama takes office, expectations are running high as to what the new administration will or can do about the current financial crisis. "Pessimism has seeped into every corner of the financial world, but on a personal level there are ways to regain a positive approach to managing finances," says Bill Glubiak, Chief Executive Officer of Cedar Brook Financial Partners, LLC.
Cedar Brook Financial Partners Elects William Hawke Principal Partner
The wealth management firm Cedar Brook Financial Partners LLC has named William Hawke, CLU, CFP? as the seventh member of its' Principal Partner Group. Hawke joined Cedar Brook in 2006 as a Financial Advisor with 27 years experience in the industry.
Cedar Brook Financial Partners Names Industry Veteran Jeffrey M. Biggar Chief Operating Officer
The wealth management firm Cedar Brook Financial Partners LLC ("Cedar Brook") has named Jeffrey M. Biggar ("Biggar") to the new position of chief operating officer. Biggar was most recently the senior managing director and chief executive officer of Sterling Asset Management ("Sterling"), the private wealth and family counsel division of National City Corporation ("National City").
Subprime Commentary; February 2008
The collapse of the residential housing and mortgage markets has been at the epicenter of the recent pain in the capital markets. It has also rippled out into the financial sector as a whole, and the global equity markets in general. Various financial entities across the world have found their balance sheets linked to our domestic subprime lending failure, and because the world markets have become intertwined by a global business environment, the contagion has been widespread. Who's to blame for all of this? What is yet to come? What to do?
Three Industry Veterans Join Growing Financial Services Firm and Establish Corporate Retirement Plans Division
Cedar Brook Financial Partners LLC ("Cedar Brook") today announced that Richard A. Anderson, Keith W. Blain and Craig C. Gabel have joined the firm and established the Retirement Plans Division with the firm's Corporate Services Group. The advisors of this new division will focus on the design, implementation and ongoing advisement of qualified and non-qualified retirement plans for small to mid-sized corporations.
Market Volatility Commentary; Fall 2007
The capital markets today are experiencing extreme volatility. Many pundits blame the crisis in the subprime mortgage market, while others point to more secular trends such as the overall leverage in the markets, squeeze on the capital supply, role of private equity and hedge fund players, eroding confidence in the U.S. dollar or economy, etc., etc. Regardless of the cause, the fact remains that investors have been on a wild ride through the summer of 2007.
Socially Conscious Investing
One of the fastest growing segments in the Asset Management world today is Socially Conscious Investing. Many investors are wielding their dollars toward supporting a socially conscious agenda. It's not just the little guy either - major endowments, foundations, and even some institutional investors have built social screens into their investment decision process.