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September 7, 2018  
The road to hell

 
 
It takes a whole lot of effort, time, and sacrifice to save enough money in your retirement plan so you could one day retire. You sure as sh*t don't want to get screwed out of that hard-earned savings by an unscrupulous financial advisor or insurance salesperson whose level of motivation to sell you something rises and falls based on the size of the commissions on the financial products they recommend to you.
 
The "Fiduciary Rule" was supposed to stop that from happening, but the rule was killed in court. It's a shame, especially because so much of it made sense. But before that, it was a shame in the first place that the rule was doomed to fail. I wrote why this week in the CNBC article below:
 
 
 
 

 
 
 
 
 
 
And now watch " Too Fee or not to Fee"
 
To Fee or not to Fee? 
To Fee or not to Fee?
 
 
 
 
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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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 
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~Alternative investments 
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~Donor Advised Fund/ Charitable Giving 
Insurance: 
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Individual Client Services: 
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*Some services provided by close affiliations. Additional fees may apply.

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

 

 

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