by Frederick Ravid | Jan 3, 2022 | Uncategorized
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’...
by Frederick Ravid | Jan 3, 2022 | Uncategorized
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 be an experimental lab-rat?...
by Frederick Ravid | Jan 3, 2022 | Uncategorized
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 certain whoever helps you...
by Frederick Ravid | Jan 3, 2022 | Uncategorized
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 to former Securities and Exchange Commission Chairman and...
by Frederick Ravid | Jan 3, 2022 | Uncategorized
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 | Dec 28, 2021 | Uncategorized
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...
