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  • Planning
Tax Diversification

Every investor approaches their investment strategy a little bit differently. Some investors prefer to focus...

  • Firm
Csenge Advisory Group Breaks $2B AUM Milestone

CLEARWATER, Fla., June 24, 2021 /PRNewswire/ — Csenge Advisory Group (CAG) has surpassed the $2B...

  • Planning
Biden’s Tax Plan

After one crazy year, everyone is beginning to see the signs of normalcy returning. States...

  • Markets
History Repeats

There’s a famous quote in the investing world that “this time things are different.” This...

  • Planning
Real Financial Planning

What is financial planning? When you really take the time to boil it down, it’s...

  • Planning
My View on Bitcoin

Over the past 5 years, the world has begun to be inundated with news on...

  • Planning
The Power of an HSA

For most investors, retirement planning consists of a few simple tasks: Stuff some money in...

  • Planning
The Misinformation Age

Peter Lynch is famously quoted saying “buy what you know”. A simple statement to help...

  • Planning
Look Down, Not Up

How do we evaluate our investments to understand how we are doing? For most, we...

  • Planning
Hype Investing

Flavor Flav was right…the hype mans’ job is to get everyone excited, engaging, and participating...

  • Planning
Intensity vs Consistency

Stumbling through Twitter, I came across a great quote from James Clear. The message is simple,...

  • Planning
Motion vs. Action

Over the past few weeks, I have been diving into Atomic Habits by James Clear....

  • Planning
Boring Wealth

Nobody likes boring. Boring people, boring conferences, boring sporting events, boring shows. Boring sucks… But…...

  • Planning
What a Year

2020 is one for the record books. Not just the annual record books, but more...

  • Planning
Small Steps

Starting a new goal or routine can sometimes seem unimaginable. Understanding that your body can...

  • Firm
Holiday Hours

Updated Holiday Office Hours In observance up the upcoming Christmas holiday, Csenge Advisory Group will...

  • Firm
Csenge Advisory Group Partners with Lion Street & AssetMark

Launch of Csenge Advisory Group Proprietary Models Exclusively for Lion Street Owner-Firms on the AssetMark...

  • Firm
Wealth Strategies Joins Csenge Advisory Group’s Advisor Network

Wealth Strategies, LLC with $250M Latest RIA to Join Fast-Growing $1.5B Csenge Advisory Group Network...

  • Firm
KTB Wealth Partners Joins Csenge Advisory Group’s Advisor Network

CLEARWATER, Fla., Nov. 12, 2019 /PRNewswire/ — Chris Tipton and his team joins Csenge Advisory Group (CAG) Advisor Network...

  • Firm
Park Square Financial Group Joins Csenge Advisory Group’s Advisor Network

CLEARWATER, Fla., Sept. 24, 2019 /PRNewswire/ — Park Square Financial Group (Park Square), a wealth management firm,...

  • Planning
72 Hours

What is it that makes us upset, angry, or even mad when we see losses...

  • Firm
Csenge Advisory Group Partners with Lion Street Financial

Lion Street Lands $1.3 Billion RIA with CSENGE New partnership will benefit both firms, giving families...

  • Markets
Csenge Market Update

We understand it can be unnerving to watch your portfolio balance gyrate as volatility returns...

  • Community
Leadership St. Pete – Class of 2019

An amazing journey begins! I am excited to announce I was accepted into the 2019...

  • Planning
Managing Our Emotions

2018 has become an unbelievably stressful year for investors. From tariffs and trade wars to politics...

  • Planning
Stay Focused!

In the spirit of Halloween, Mr. Market decided to wake up October 1st and scare...

  • Planning
How to Make Investing a Habit

How do you make investing a regular part of your life? How can you increase...

  • Planning
Choosing a Financial Advisor

Why do most individual investors hire a financial advisor? Why should most individual investors hire a financial advisor?...

  • Planning
Information Overload

This is kind of scary but it’s accurate. Every 60 seconds, the following information happens:...

  • Planning
Investing 101 – Start Early

Today, we start with something simple; how to get younger investors focusing on the right...

  • Planning
Should I Be Doing Something Differently?

This question has come up so many times the past few months and seems to...

  • Community
Eric Caisse Honored for Community Inspiration Award

AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Event Firm recognizes...

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