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August 10, 2018  
I'm crushing it this summer!


I'm going to get this post started by cliché-ing away (and by turning cliché into a verb):
 
"If you're not moving forward, you're moving backward"
 
"The only constant is change"
 
And one of my all-time favorites, which comes from Iron Mike Tyson:
 
"Everyone has a plan until they get punched in the mouth"
 
Well, that last one might not exactly be an old cliché, but you just have to marvel at the raw, simple truth of it. All three and many more well-worn phrases that we could all come up with really do have some truth to them. They apply to business, hobbies, sports, self-motivation, and to everything else we humans do on a daily basis. Sometimes they're mundane and sometimes they wake us up, these versatile little sayings.
 
How about you and I adopt a brand new one? "I'm going to absolutely crush it this summer!" Let me explain:
 
This summer has been - and shall continue to be - all about stepping up my game. My website is completely updated and it rocks. It shouts "I'm here to help!" Please take a look if you haven't already done so in a while.
 
I revamped my wealth management process, "Our 7 step process to wealth management". My internal, detailed version of my 7 step wealth management process is designed to maximize my clients' potential to achieve goals. My use of online screen-sharing technology has enabled me to see, update, and bond with clients more often and better than ever. I'm no longer bringing any paper on client appointments (Ipad), whether here in my conference room or on the road. My new order entry, block trading, and rebalancing program that is integrated with my clearing firm, Pershing, LLC, is literally one of the best things to ever happen to my career - it's THAT good. I am an expert in the new features from my main financial technology software vendors, Riskalyze and MoneyGuidePro. This is amazing stuff, guys. I can test out how a new stock addition to an investment portfolio could impact the overall portfolio and how the other holdings interact with each other.
 
My industry, your industry; they're changing at warp speed and I'm determined to be at the forefront of that change - uh oh, get ready for another newly minted cliché - to be the disruptor, not the disrupted.
 
I'm a little paler than usual for this time of year, but so be it. I'm in a career that I love, in an industry that fascinates me. The fact of the matter is that even though I've been in my career for 28 years, I feel like I've been in dozens of careers due to all of the rapid changes it has undergone since I started in 1990. In 2020, I'll celebrate my 30
th year in this industry and my 15 year anniversary of opening ClientFirst Strategy, Inc. I can't wait to write the post in 2 years about the things I've learned along the way, the mistakes I learned from, and the friendships I've built. Any who, this has been a great summer of accomplishment and I'm just grateful to have an amazing clientele to serve.
 
Over the last few weeks I've been testing out LinkedIn and Facebook video to share knowledge I've accumulated over the years in 1 to 2 minute videos. Nothing overly fancy, just the important stuff. I'll post a few below, but going forward, they're mainly for LinkedIn. So, if we aren't already connected, please hit me with an invitation to connect.
 
Should you buy FACEBOOK stock now? Or Amazon? Or Netflix? Or Alphabet? 
Should you buy FACEBOOK stock now_ Or Amazon_ Or Netflix_ Or Alphabet_

To Fee or not to Fee? 
To Fee or not to Fee?
 
 
What are your
What are your "Rules of Engagement" for your investment accounts when stocks go UP & DOWN?
Is it a good idea to put your name on a checking account with your aging parent(s)? 
Is it a good idea to put your name on a checking account with your aging parent(s)?
 
 
If you're looking for a better way to save, invest, and plan for your retirement, click on the "Let's Talk" picture below to schedule a 15 minute phone call with me.
 

 
Click below  
 
   
 
Thank you for taking the time to read this!
Mitch
 
 
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.      

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

   
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. 
  
  

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

      

MissionStatement:

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

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

  

- Asset Management:
~Asset Allocation Strategies 
~Unbiased advice 
~Strict mutual fund screening 
~Alternative investments 
~Retirement plans 
~401(k) rollovers 
~College savings plans 
~Donor Advised Fund/ Charitable Giving 
Insurance: 
~Life
~Long Term Care
~Disability Income
~Health
~Annuities, fixed & variable
~Life settlements

-Group Benefits:
~401(k) plans
~Group health plans




-
Individual Client Services: 
~401(k) plan review and advice
~Financial plans
~Specific goal planning

 

*Some services provided by close affiliations. Additional fees may apply.

Some fees may be lower or may be waived for clients.

 

 

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.