Resources

J.P. Morgan Securities to Pay SEC $1.5M for Share Class Violations

“The brokerage firm failed to provide retail retirement account and charity customers with sales charge waivers and lower-fee share classes.” Source: ThinkAdvisor.com | By Melanie Waddell | January 15, 2020, at 2:12 PM CLICK HERE to read the full...

Bottom Half of Households Nearly 50% Richer Under Trump

“The Trump economy is giving the greatest benefits to those who have been at the bottom, according to new data from the Council of Economic Advisers.” Source: WesternJournal.com | By Jack Davis | January 11, 2020, at 8:16 AM CLICK HERE to read the full...

Question: Will tensions between the U.S. and Iran have an impact on the economy?

Brian Rezny answers questions about the current tensions between the U.S. and Iran and if it will have an impact on the economy or whether or not investors should consider any portfolio adjustments.

Investment & Economic Strategy Update – January 06, 2020

Brian Rezny discusses the general outlook for the U.S. economy as we begin 2020 and what to expect throughout the year. Topics include trade talks, portfolio management, and general market trends.

FINRA Bars Brokers Who Wronged Elderly Clients

Source: ThinkAdvisor.com | By Jeff Berman | January 03, 2020, at 3:48 PM The Financial Industry Regulatory Authority separately barred two brokers who, among other infractions, allegedly treated elderly clients badly and then didn’t cooperate with FINRA’s...

Question: What Risk Level Should I Have for my Investment Portfolio?

Brian Rezny answers the question regarding what level of risk (in our opinion) investors should aim for when working with an advisor.

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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