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Navigating the Broker/Dealer vs. Investment Advisor Landscape

Tobias Financial

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

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Navigating the Broker/Dealer vs. Investment Advisor Landscape

Tobias Financial

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

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Weekly Market Insights – April 22, 2024

Cornerstone Financial Advisory

A bit of good news punctuated an otherwise sour Monday, as a stronger-than-expected retail sales report showed consumers were spending despite rising inflation. Retail sales increased 0.7% Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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Portfolio Allocation and Diversification

The Richer Geek

APMEX is one of the largest retailers of physical gold, silver, platinum and palladium, and has sold over $15 billion in product over its 20+ year history. In this episode, we’re discussing… [1:29] Investing in gold and silver [4:05] Why is diversification important for your portfolio? [6:09] Today we have Patrick Yip.

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Weekly Market Insights – March 18, 2024

Cornerstone Financial Advisory

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. When sold, investments may be worth more or less than their original cost.

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Weekly Market Insights – December 18, 2023

Cornerstone Financial Advisory

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. When sold, investments may be worth more or less than their original cost.

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Weekly Market Insights – March 11, 2024

Cornerstone Financial Advisory

Retail Sales. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. stock market.