by Frederick Ravid, ChFC | Jan 3, 2022 | Financial Planning Tips
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 marching in...
by Frederick Ravid, ChFC | Dec 28, 2021 | Market Trends
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...
by Frederick Ravid, ChFC | Oct 10, 2021 | Market Trends
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% return for the third...
