Category Archives: Retirement Planning

Personalized Investment Advice through Self-Directed Brokerage Accounts

Written by Stephen Ostrofsky, CFP® The pursuit of personalized investment advice can sometimes be difficult for many Florida Retirement System (FRS) Investment Plan and PBSO Deferred Compensation Plan investors. Self-Directed Brokerage Accounts (SDBAs) available in both of the above mentioned retirement plans has generally gone unnoticed by many PBSO deputy sheriffs and employees. In January…

The Year in Review: How to Manage Your Retirement Portfolio: Strategic Versus Tactical Asset Allocation

Written by Stephen Ostrofsky, CFP® For the year 2018, the Dow Jones Industrial Average and Russell 2000 Indexes were down 3.48% and 11.01%, respectively. During the year while the Federal Reserve, raised interest rates, the overall bond market was down slightly. So what are investors to do now? That depends on what your investment policy…

Life Settlements Offer Boca Raton Residents Opportunity to Unlock Value of Unwanted Life Insurance Policies

Life Settlements might seem not at all morbid to some Boca Raton residents but they mean big bucks for those who understand how to sell their unwanted life insurance contracts. Owners of life insurance policies who may or may not be the insured can sell ownership interest to a non-related third party. The life insurance…

The Year in Review – Can Help You Stay on Course in 2017

The Year 2016 is near and end. For those who do not have a financial plan, it is sometimes hard for some individuals to not feel a sense of regret as time keeps marching by and there always seems to be so much to do, to keep up, to keep from falling behind, to accomplish…

Category Archives: Retirement Planning

Personalized Investment Advice through Self-Directed Brokerage Accounts

The Year in Review: How to Manage Your Retirement Portfolio: Strategic Versus Tactical Asset Allocation

Life Settlements Offer Boca Raton Residents Opportunity to Unlock Value of Unwanted Life Insurance Policies

The Year in Review – Can Help You Stay on Course in 2017

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