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Breaking Down Wall Street

Client Centered

At ClientFirst Strategy, Inc., we're not afraid to break with Wall Street tradition to make things better for investors. In fact, we do it all the time. We'll educate, share, and point out what no one else will tell you.

Click on the links below to see for yourself!

1/22/21: Bitcoin, Banks and Oil stocks

1/15/2021: Tax Increases and the Stock Market

12/18/2020: Pro-Aging

12/11/2020: Zoom, Pelaton, Amazon and Dominos

12/4/2020: 15 Year Anniversary

11/20/2020: It's Time To Ask This Question

11/13/2020: Same As It Ever Was

11/6/2020: What did we learn from the election

10/30/2020: Comparing the Trump and Biden tax proposals: what you should know

10/9/2020: Presidential Myth Buster!

9/25/2020: Oy vey it's the holy trade!

9/18/2020: How on Earth did the Federal Reserve choose 2% as its inflation target?

9/11/2020: No, I won't be making any changes because of the election

8/28/2020: Presidents, policies and the stock market come next January 20th

8/21/2020: The Boardwalk in Long Beach

8/14/2020: Are You Taking Too Much Risk

8/7/2020: More About Robinhood

7/31/2020: Interesting Not In A Good Way

7/24/2020: Regression

7/17/2020: Rip Van Winkle

7/10/2020: Huge Tech Stocks

7/2/2020: Memories

6/26/20: The recent stock market gains were predicated on states reopening. Now what?

6/19/20: Is the U.S. about to become the next Zimbabwe?

6/12/2020: The Guns and Roses Stock Market

6/5/2020: The deep end of the pool

5/22/2020: This couldn't come soon enough

5/15/2020: You have to think long term. I have no other answer.

5/8/2020: Another Crazy Week

4/17/2020: Two up weeks in a row

4/3/2020: Badlands...

3/27/2020: Sucker's Rally?

3/20/2020: Humanity

3/13/2020: Pandemic Week

3/10/2020: Coping with Coronavirus Anxiety in the workplace and home - Attn: Business Owners & Executives

3/6/2020: Stock Market Plunge 2020 | Listen to 3 Financial Advisors share their advice

2/28/2020: The Coronavirus stock market Q&A that everyone wants to see

2/21/2020: This young person built a niche recruitment business

2/14/2020: Big problem: alzheimer's and dementia

2/7/2020: How to deal with head spinning stock market volatility

1/31/2020: The week the coronavirus became inevitable

1/27/2020: Coronavirus fear is tanking stocks. How should you react?

1/24/2020: What one woman is doing to raise our level of financial literacy

1/17/2020: Don't wait until the next recession or bear market to do this

1/10/2020: Can Millennials with Student Loans get a Mortgage?

1/3/2020: Wall Street is predicting that the S&P 500 finishes 2020 where it is now

12/20/2019: Biggest financial stories of 2010's that changed us

12/13/2019: How to CRUSH your financial goals in 2020

12/5/2019: Attention businesses: My bud says to spend THIS much on marketing

11/29/2019: She wants every business to attract more customers

11/22/2019: Here's a woman who's helping other women level up in the corporate world

11/18/2019: Before you buy a house, check out what this realtor told me

11/8/2019: Why even a low inflation environment crushes retirement dreams

11/1/2019: This is what beginner investors need to know

10/25/2019: 5 investing mistakes even experienced investors still make

10/18/2019: Here's my surprise conclusion about Socially Responsible Investing

10/11/2019: He won't finish what he started is the bottom line for Ken Fisher

10/3/2019:The cannibals are eating each other

9/27/2019: The latest in Financial Planning? Walk with me in NYC

9/20/2019: Invest in Gold?

9/6/2019: Perfect analogy to explain Financial Planning to clients

8/23/2019: It's glaringly obvious that Pres Trump doesn't have a Plan B to win the trade war

8/14/2019: The inverted yield curve: What does it really mean to you? Explanation video

8/9/2019: Doing this one consistent thing could save you from stock market corrections

8/2/2019: Yes, young investors should be aggressive with their retirement accounts

7/26/2019: Is it time for you to sell stocks? Here's how to decide

7/12/2019: The Federal Reserve admitted what we all know - we're in La La Land

7/5/2019: Is gambling the same as investing?

6/28/2019: The Boardwalk in Long Beach

6/21/2019: Who knew Beyond Meat would save the stock market?

6/14/2019: Oh. My. God! THIS is way bigger than the Presidential election.

6/7/2019: The more things change... nothing you know means anything anymore

5/31/2019: Going to cash during stock market corrections: What you need to know

5/24/2019: How Should Baby Boomers Invest?

5/17/2019: What could be the financial destroyer of pre-retirees and retirees?

5/10/2019: Don't let FAKE NEWS ruin your financial future

5/3/2019: A bear market is not your biggest risk

4/18/2019: By the time this hits your inbox, I'll be in the French Quarter

4/12/2019: Risk Tolerance Explained by a Financial Advisor

4/5/2019: For beginner investors: Explaining small, mid, and large cap stocks

3/29/2019: THIS is how I explain to pre-retiree clients the biggest risk they face

3/22/2019: What employers (maybe yours?) don't know about Cybersecurity could put them out of business

3/15/2019: Here's why we make lousy decisions and what we could do about it

3/8/2019: I was thinking this is more of a Rodney Dangerfield kind of market

2/28/2019: This one simple question could make client outcomes better

2/14/2019: The biggest risk to stocks right now might not be as much of a risk as you think

2/8/2019: The ETF-ization of Billionaire investing sucks

2/1/2019: Could we please stop calling Artificial Intelligence artificial?

1/25/2019: Should you buy Apple ahead of earnings?

1/18/2019: Should your financial advisor give end of life advice that goes beyond....

1/4/2019: Suddenly.....Goldilocks is back!!!!

12/28/2018: Economists and Investors

12/21/2018: Big Ladder

12/14/2018: Buybacks gone bad

12/7/2018: There is no WAZE for this...Can't get enough of this Ed Sheeran And Andrea Bocelli...Happy New Year

12/5/2018: Are investors making too big of a deal about a recession warning from the bond market?

11/30/2018: It's pretty obvious that tariffs hurt everyone, starting with the country that initiates them

11/28/2018: Are we really in a bear market?

11/16/2018: Amazon-mania hits NYC like a bat out of hell!

11/9/2018: If you want to invest in bonds, this is the way you need to think about them

11/5/2018: The midterm Election, dirty laundry, and the statistic investors need to know now

11/2/2018: Here's the stodgy, old Wall Street advice that I thank my lucky stars for ignoring

10/26/2018: Investors, in this crazy stock market, meet your new best friend

10/19/2018: Fatal Attraction

10/12/2018: Trump's new nemesis could spell doom for his economic agenda

10/5/2018: I just advised a client to sell everything in his account! Should you?

9/28/2014: Inside-the-box thinking when outside-the-box solutions are needed

9/21/2018: Warning: This is going to be a real Buzzkill to Cannibas stock investors

9/14/2018: Can we have another Lehman Brothers style stock market crash again?

9/7/2018: The road to hell

8/24/2018: What would a Trump impeachment mean for investors? This is serious business that needs an historical, unbiased perspective right now.

8/17/2018: Can the American economy keep soaring like an eagle when it flies with Turkeys?

8/10/2018: I'm crushing it this summer!

8/3/2018: 5 ways to hack the next stock market drop

7/27/2018: Connecting the dots

7/20/2018: What's the most important thing investors need to know right now?

7/13/2018: Investors are freaking out about this. Should you?

7/6/2018: Another one bites the dust

6/29/2018: We are witnessing a mass extinction of all kinds of businesses

6/22/2018: Here's the truth about Social Security being available for your retirement

6/15/2018: Here is the toughest question I ask my clients

6/8/2018: The 3 Most Important Words in the Life of an Investor

5/31/2018: Here's a situation where awareness could help you (or your parents) now

5/25/2018:Getting crushed - but is it time to buy those consumer stocks?

5/11/2018: This is how I explain to pre-retiree clients the biggest risk they face

5/4/2018: What to do if you're not Warren Buffett and buying more stocks doesn't look so great

4/27/2018: Warning: Safe havens aren't so safe

4/20/2018: By the Time this hits your inbox…  

4/13/2018: I've met a lot of successful people. They have these 6 traits in common

4/6/2018: Are big financial losses deadly? Short answer: Yes

3/30/2018: This goes way beyond Facebook. It's the defining issue of our time.

3/23/2018: Peak earnings may arrive sooner than expected (spoiler alert: that's not good)

3/16/2018: Is something broken?

3/9/2018: Goldilocks is back. For now.

3/2/2018: Here we go again!

2/23/2018: The Black Panther, Vibranium, and Apple's Cobalt mission

2/16/2018: If you blinked, you practically missed it! 6/28/2019: The Boardwalk in Long Beach1/31/2020: The week the coronavirus became inevitable