Lessons From the Pros

Weekly Newsletter

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Lessons From The Pros November 18, 2019 Featured  |  By Gabe Velazquez A Trader’s Relationship with Risk When I started in this business back in 1987, one of the first events I witnessed was a Market crash now infamously known as Black Monday. When this happened, I was a rookie broker and had very little money, no experience and not many clients to speak of. What came from that experience were some…read more   Watch Now OTAcademy Videos  |  By Merlin Rothfeld Retirement Planning – Challenges Of Retirement Life expectancy is increasing which means retirees have some added challenges. Watch to learn about five common concerns for retirees and how diligence with retirement funds is key. Proactive Investor  |  By Russ Allen Tax Strategy for Allocating Investments Today I want to talk about a tax-related issue that applies to many if not all, investors – the allocation of funds to minimize taxes. Different kinds of investments provide different levels of returns, each with its own particular risks. In general, investments that generate returns whose long-term average is high… read more

The Week Ahead  |  By Merlin Rothfeld The Year is Winding Down but the Announcement Calendar Isn’t Just Yet The week is chocked full with earnings reports and economic announcements. Make sure you are in the know about the stocks you are trading.   Watch Now

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