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I am 61 and plan to work. My last advisor is nowserving 13 years for mini madoff activities. As a result and became paralyzed on investing. I am just beginning to realx and begin investing again.
I always read that one should invest mostly in fixed income vehicles to preserve principle. I recently met a few advisors that appear aggressive and lead me to believe that this is not the case any longer. They advise investing a good amount of money in equities.
What is the way to go
stock broke
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Dear Sir or Madam,
My sympathies on your situation with your former advisor. My name is Brian Jackson from David Lerner Associates. We specialize in investments that provide consistent dividends or interest payments while protecting your principal from stock market volatility. I can not tell you exactly what to do without knowing your situations, needs, concerns, fears, and current financial status. I do believe I can help you clarify your direction. Please do not hesitate to call me so we can structure your path properly. (914)539-2013. I can offer you a no cost, no obligation consultation at your convenience.
Thank You,
Brian Jackson,
Senior Associate
David Lerner Associates
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At your age, you should be more concerned about current income, rather than appreciation in value of your investments. You should review your need for income, the more income you need, the more you should be in fixed income investments or bonds.
As a financial planner, it is important to match a client's needs to the appropriate investment tools that will help them achieve their goals. We work with clients to identify their investment goals and match the right investments to help them achieve these goals.
I have been managing client's investments for over 20 years here in Westchester. Give me a call and we can discuss your needs further.
David Goldwasser, MBA, CLU, ChFC, Financial Planner
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My advisor is Ed Zapson at Edward Jones in Mt. Kisco. His response to such questions has been to ask about my risk tolerance, tax bracket, and other things that are about MY situation, rather than a one size fits all approach.
I have known him for years, and he has always done right by me, and works for a very reputable international firm. Isuggest you give him a call.
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