Follow me on Twitter  View our profile on LinkedIn  View our videos on YouTube  Like us on Facebook
April 20, 2018   
By the time this hits your inbox... 
I'm in St. Louis, MO for a few days to attend an industry conference (I was a panelist yesterday) and to meet up with a few clients who have become great friends over the years.

By the time this email hits your inbox, I'll be putting my phone in my pocket and heading to Busch Stadium with a group of old and new friends to see the Cards play the Reds. So far, the trip is a blast! The city is beautiful and the people are welcoming. If you visit, I highly recommend Kemoll's Italian restaurant. The food is as good as you'll find anywhere and since it's on the 42 nd floor of an office tower overlooking the Gateway Arch and the Mississippi River, it's just a great way to see the city. Anyway, I'm totally pumped on St. Louis. I'll be back in NY tomorrow.


32 weeks ago I decided I'd write a blast email every Friday. You've received enough emails from me to know I'm passionate about writing. But really, I'm passionate about learning and becoming better at what I do, both professionally and personally - which are totally intertwined and have been for many years. If you're new on my list, I didn't start creating content just 32 weeks ago; been doing that for years. But the weekly schedule is new for me. It's not easy. Writer's block sucks. It's not that I can't think of something to write about, it's that I have too many things I want to write about at the same time. I just have to slow my roll sometimes to get the words out. And when I'm done, I feel great for two reasons; I learned something new and I shared it with others. I don't always write about topics I already know; growth comes to me from researching new things while studying the history of markets, capitalism, economics, and behavior. I am resolute in my belief that the key to getting better at what I do - what anyone does, for that matter - is accomplished by sitting down in front of my keyboard and monitor and work the keys like there's no tomorrow.

Writing is what keeps me attached to my industry, clients, and even myself sometimes. It is a joy, pure and simple. It clarifies lessons and corrects mistakes. It tells you exactly what I'm thinking, where I'm coming from, and where I want to take us. After all, we're all in this together and isn't that the basis for all professional-client relationships, being in this together? I hope I helped you become a better investor by showing you different ways to think about investing specifically and money in general. I also hope you get to know me a little better every week. Please reply me so I can get to know you better too!

Here are the most popular articles from the last 32 weeks. If you know someone who may be interested in receiving my content, please forward this with your kind introduction. I'd greatly appreciate it.

Here goes:


The Stock Market Failed Us

This goes way beyond Facebook

We've entered the stupidest part of the bull market. Here's why.

Is your conference or convention looking for a speaker? I am available for public speaking engagements.      

    Thanks for reading,
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.
 To view articles and original content, click HERE.

Your thoughts are valuable! Email me to let me know what you think of this. I'll reply!

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. Indexes are unmanaged, do not incur management fees, costs and expenses and cannot be invested directly. Past performance is not a guarantee of future results.

Mitchell O. Goldberg, AAMS, President | Investment Professional

OSJ Manager 


ClientFirst Strategy, Inc.

290 Broadhollow Road, Suite 200 E, Melville, NY 11747  

(D) 631-920-6622 (F) 631-920-6624 (C) 516-818-0338

mgoldberg@clientfirststrategy.com | www.clientfirststrategy.com



To financially empower our clients so that they can achieve their most

important goals and to confidently plan for the future that they envision.





Securities & Investment Advisory Services Offered through NEXT Financial Group, Inc., member FINRA/SIPC.

ClientFirst Strategy, Inc. is not an affiliate of NEXT Financial Group, Inc.