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