Follow me on Twitter  View our profile on LinkedIn  View our videos on YouTube  Like us on Facebook
My best of 2016! It morphed over time... 

Whatever it takes to break down financial matters and markets into clear, common sense terms, I will use every tool available to me; text or video, references to and from pop culture or conventional wisdom, social media or old media, it all takes place right here at the ClientFirst Strategy. Inc. email blast zone. I love what I do for a living and it never gets old. And I don't do anything because it's the "tradition" of my industry. I'll openly and honestly sound off on investing mistakes, my own included, and anything helpful or rotten in my industry. It's my passion. I come to you with an open hand, an open ear, and an open heart. It's corny, I know. But I am who I am. People depend on me. It's not a burden, it is the best gift that can be bestowed upon a professional.
These emails and articles started out as notes in a spiral pad in 1990. They morphed into talking points, faxes, emails, and social media posts. Introspect, retrospect, circumspect, it makes no difference; I pour my heart into my writings. You'd think that writing would take time out of my day, but the reality of it is that it supercharges my productivity. A clear mind and conscience are amazing things that I get from writing. It makes be better at my career and in life. When my children are adults, I want them to be proud of my writings. THAT'S how important it is to me.
I am on LinkedIn every day, but I haven't reviewed my profile in a long while. Nothing to change - it still says exactly what I want to say:
"A deep understanding about the real reasons behind the ups and downs in financial markets gives my clients an edge. I explain in my colloquial writing style about what separates outside noise from the key issues readers and clients need to understand to look past tough market conditions.
Be it credit default swaps, mark to market accounting rules, MACRO and MICRO issues...the list goes on...my knowledge about how economics, markets, and politics interact is what separates me from other writers.
Having worked with clients through over 20 years of economic and market cycles and all of their unique challenges, I have amassed real world experience that I put to work every day to the benefit of my clientele and readers. As a business owner, I am totally unbeholden to a large financial services giant that knows little about its clients. My clients value my unbiased advice."
Any hoo, it's been another fascinating trip around the sun. I'm grateful to all of you for coming along for the ride. I can only hope I helped you get through it. Here are my top 4 most widely read articles this year. If you're new here, I hope you find them interesting. If you've been here for a while, maybe they're worth a re-read.
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. 

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.


- 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 
~Long Term Care
~Disability Income
~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.