You have a “relationship” with a Financial Advisor but, who and what is actually driving this affair?
This lady can't tell the difference between a Financial Advisor and a Registered Investment Advisor. She's ready to get help.
What are Financial Advisors’ real motivations?
Oh, the sheer marvel of it… here’s a cut-rate automated asset management solution! What could be better than that? We suggest a human being? Seriously! Here’s why: Wall Street loves to bypass responsibility for your outcome Do you want to…
Make sure your money is in the right PLACE, with the right HANDS, NOW. When it comes to Money these are the essential things to look for: Get a Fiduciary who serves your account diligently. That means frequent, understandable reviews Make…
Where is the real power in the USA? Where is the real power in the USA? Over 169 million shareholders¹ in the United States are the sleeping giant of power. The time has come for the giant to awaken according…
Your parents should be treated like people not numbers. Cookie Cutter solutions are abundant. If your parents are dealing with a retail brokerage like a bank or major investment company, they probably don’t realize that their “Financial Advisor” is either…
Market Performance Optimism We remain optimistic about market performance and do not find justification for bearish sentiment that appeared under the fear-inciting Omicron news cycle. Portfolio Rebalances Master portfolio holdings have already been adjusted to meet our intended allocations for…
Markets reached a high at 3rd week of September, then we saw a inflation anxiety drawdown lasting about 1 month that flattened S&P quarterly return to a mere 0.58% while those clients fully participating in the CFS Master Portfolio exceeded 3%…