Mission Statement:
To financially empower our clients so that they can achieve their most
important goals and to confidently plan for the future that they envision
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Three Financial Advisors
share their advice
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This very moment is like the moment of truth for stock market investors. The buy-every-dip strategy is creating a lot of buyers' remorse.
Obviously, since the stock market has recovered from every bear market, eventually, most investors should do quite well. I say "most" because many investors won't stick with their investments due to fear. Or over trading. Or over speculating. Or over margined. Or an unexpected financial obligation. Or whatever. This is when buying stocks just because they were going up, goes in reverse. Advice is needed. So, I called a few friends to jump on my live stream to chat about what we're saying to our clients and sharing some wisdom. We're all financial advisors with decades of experience. The decades part is why we are calm when so many others are starting to freakout. I hope you'll watch the video below. It is actually an edited version of our 45 minute conversation. This video is about 18 minutes in length. You could watch the full length version from my LinkedIn profile, under POSTS. Here goes:
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On another note, in this week's Monday Money Tip, I talk about investing in a down market. The tip is to be sure that whatever you invest in, make sure it has a proper fit with the rest of your investment portfolio. This way, you won't be second guessing yourself every time the stock market tanks. It's easier said than done, but I think I made the concept easy to absorb in this video. It is definitely a good share with an investing newbie or someone who could use a little reminder. In the meantime, reply me if you want to speak about your investing and financial planning concerns. I sincerely hope my content creation efforts help you out with your understanding of these topics.
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I stream my live show, "Be The Boss of Your Money" onto LinkedIn and Facebook every Wednesday at 12:30 PM EST. The replay is available immediately after to watch it at a more convenient time. You could watch it live or in replay by
connecting with me on LinkedIn or follow me on my Facebook page, ClientFirst Strategy.
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Want to schedule a phone appointment with me to speak about your financial goals? click the "Let's talk" pic.
Or email me directly:
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I opened ClientFirst Strategy, Inc. because I believe that the only way to help my clients potentially achieve their goals is by offering unbiased advice & investment management expertise. To my clients, thank you for your continued vote of confidence. If you are not a client but would like to explore the possibility of becoming one, I invite you to call me directly, visit my website, join my email list, and/or connect with me on social media.
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Mitchell O. Goldberg
AIF®, AAMS
President | Investment Professional
OSJ Manager
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ClientFirst Strategy, Inc.
290 Broadhollow Road, Suite 200 E, Melville, NY 11747
(D) 631-920-6622 (F) 631-920-6624 (C) 516-818-0338
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All the views expressed in this report/commentary accurately reflect our personal views about any and all of the subject securities or issuers and no part of our compensation was, is, or will be, directly or indirectly related to the specific recommendations or views we have expressed in this report. This material is not intended as an offer or solicitation for the purchase of sale of any security or other financial instrument. Securities, financial instruments, or strategies mentioned herein may not be suitable for all investors. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue. Prices, values, or income from securities or investments mentioned in this report may fall against your interests, and you may get back less than the amount you invested. The information contained in this report does not constitute advice on the tax consequences of making any particular investment decision. You should consult with your tax adviser regarding your specific situation. Diversification is a method of managing risk and doesn't protect against loss in a down market. The S&P 500 and Dow Jones Industrial Average are indexes. It is not possible to invest directly in an index. *The Dow Jones Industrial Average is a price-weighted index of 30 actively traded blue-chip stocks. **The S&P 500 is a market-cap weighted index composed of the common stocks of 500 leading companies in leading industries of the U.S. economy.
Securities and investment advisory services offered through NEXT Financial Group, Inc., member FINRA/SIPC. ClientFirst Strategy, Inc. is not an affiliate of NEXT Financial Group, Inc.
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