Frederick Ravid, ChFC

Frederick Ravid, ChFC

Wall Street veteran, educator, and founder of Moneygrow.com®, with nearly 10,000 trading days of investment management experience since 1987. He helps individuals, families, trusts, and business owners make informed financial choices through disciplined investment management, financial education, and personalized strategic guidance.
  • Joined: August 14, 2025
  • Articles: 22

Year-End Notifications

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…

4Q 2021 Market Update

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%…