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Csenge Advisory Group Passes $3B AUM Milestone

CAG Remains Focused on Continued Future Growth CLEARWATER, Fla., Dec. 13, 2023 /PRNewswire/ — Csenge Advisory Group (CAG) has…

CAG Advisor Network Prepares for $10B AUM Within the Next 5 Years

Csenge Continues Planning for Future Growth Csenge Advisory Group’s (CAG) Advisor Network ended 2022 with $2.7B in…

Benefits of HSA Accounts

A health savings account (HSA) is a tax-advantaged investment vehicle that allows individuals with high-deductible…

Tactical Investing

Our approach to asset management is called Fusion Analysis and combines three methodologies: fundamental research,…

Csenge Advisory Group Donated 2% of Net Profit in 2022

Donations Benefited National and Local Organizations In 2022, Csenge Advisory Group (CAG) committed 2% of…

Bonds & Interest Rates

Bonds and interest rates have a complex relationship that can be confusing for investors to…

Planning for the New Year

Happy New Year! As we turn the page on another year, now is the perfect…

What is a Backdoor Roth Contribution?

A backdoor Roth contribution is a way for individuals to contribute to a Roth individual…

2022 Half-Time Event

Continuing our commitment to keeping you abreast of what is happening in the market, Eric…

Staying the Course

Despite the positive long-term trends, volatility across your investment portfolio is more common than you…

Navigating a Turbulent Market

Considering the recent market volatility, we wanted to provide our thoughts on the current market…

Why We Diversify

There is an all too common theme we hear from investors almost every year. Some…

Tax Diversification

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

Csenge Advisory Group Breaks $2B AUM Milestone

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

Biden’s Tax Plan

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

History Repeats

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

Real Financial Planning

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

My View on Bitcoin

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

The Power of an HSA

For most investors, retirement planning consists of a few simple tasks: For a large majority…

The Misinformation Age

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

Look Down, Not Up

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

Hype Investing

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

Intensity vs Consistency

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

Motion vs. Action

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

Boring Wealth

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

What a Year

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

Small Steps

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

Holiday Hours

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

Csenge Advisory Group Partners with Lion Street & AssetMark

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

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…

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…

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,…

72 Hours

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

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…

Csenge Market Update

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

Leadership St. Pete – Class of 2019

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

Managing Our Emotions

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

Stay Focused!

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

How to Make Investing a Habit

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

Choosing a Financial Advisor

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

Information Overload

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

Investing 101 – Start Early

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

Should I Be Doing Something Differently?

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

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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