Question & Answer Videos

Question: What do you think about this stock?

Brian answers a question for do-it-yourself investors. A lot of them think they are managing their money, but, with no real investment strategy or research, investors often do a horrendous job of managing their portfolios. Buying and selling stocks just because you have heard of the company is a very poor approach with no real research to back your decision. Don’t fall victim to the do-it-yourself investment game.

Do You Trust the Person/Firm That is Managing Your Portfolio?

Brian answers questions regarding what you should do if you suspect that the financial advisor, and/or the firm that they work under, is mismanaging your money OR If you are currently seeking advisory services, what you should do before you hire a firm/financial advisor. REMEMBER: Fee-Only fiduciary money managers are the ONLY advisors that you should work with because they are legally obligated to work in a client’s best interest, 100% of the time.

Question: Is Life Insurance a Good Investment Tool to Have in Your Portfolio?

In this video, Brian answers the question of whether or not it is a good idea to purchase a life insurance policy as an investment for your portfolio.

Question: Will the Coronavirus Outbreak have any Impact on the Economy?

In this question and answer video, Brian Rezny talks about the Coronavirus outbreak that is happening in China and around the world and whether or not it will have any impact on the U.S. or World economy and what that means for investors.

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.

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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