Resources

Question: What do you think about buying airline stocks and cruise line stocks?

Don’t buy stocks solely based on price, future potential plays a major role. If you do not have a disciplined and well-researched investment strategy, you will take on greater risk and you will get lower returns. Daily research is crucial! The airline industry...

Investment & Economic Strategy Update — May 22, 2020

The market is starting to slowly rebound and our clients weathered the storm well. The government has made good choices for an economic rebound moving forward. Our firm believes that the 3rd and 4th quarters of 2020 are going to do well and the US economy will see a...

Morgan Stanley Put My Money in Unsuitable Investments: Elderly Client

Lawyers for an elderly Dallas investor say they have filed a Finra arbitration claim against Morgan Stanley and one of its brokers alleging that the firm’s “unsuitable recommendations” cost the investor more than half a million dollars in losses. Source:...

Question: Are Cruise Lines and Airline Stocks a Good Bargain or a Death Trap?

In this question and answer video, Brian talks about what happens if you invest in stocks that have no real future growth potential. Investing in stocks without doing any real research and only based on gut-reactions to the market is going to hurt your portfolio. Take...

Investment & Economic Strategy Update — May 5, 2020

In this update video, Brian discusses the U.S. economy as state and local governments begin to ease restrictions and allow businesses and recreational areas to open back up. There is not going to be a “new normal”… Things such as travel, shopping,...

The Financial Blunders You Must Avoid

For this video, Brian Rezny discusses the financial blunders that investors should avoid based on questions that he has received on his TV and Radio show, The Rezny Wealth Report. The U.S. continues to be the best place for investors to be invested. Oil markets have...

Real Financial Advice. Real Money Management. 100% of the Time.

Working with investors who have $500,000 of investment assets and greater.
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