In this question and answer video, Brian Rezny talks about do-it-yourself investors and the shortcomings that their portfolio faces by not doing proper research or developing any type of investment or risk assessment strategies. No research, no investment strategy, and no risk assessment strategy = Mediocre investment returns. Real money management and great client communication come from working with a fee-only fiduciary money manager. Not from the so-called advisors that work for big Wall Street firms, banks, and insurance companies.
top of page
bottom of page