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Goldstone Financial Group
Anthony Pellegrino is the principal and owner of Goldstone Financial Group, an SEC Registered Investment Adviser. He provides financial plans and actively managed portfolios targeted at achieving reliable returns regardless of market fluctuations and uncertainties. Anthony holds a Series 65 securities license and an Illinois Department of Insurance license. He co-hosts the Securing Your Financial Future™ television show with his brother, Michael. It airs on CBS Sunday mornings following Face the Nation. Anthony is married and has three children.
Many investment professionals, including Warren Buffett, advise investors to buy and hold a diversified portfolio of stocks ... and hold and hold. But with today's record-long bull market, maybe it's time to try tactical asset management instead.
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When shopping for investments, you want to choose from the best options possible, but behind-the-scenes deals could be limiting your choices and driving up your costs.
Investors need to bring their hopes back down to earth and possibly tweak their portfolios, because returns in the next decade may be less than stellar.
One is required to put your best interests first. The other isn’t.