In 2013, the S&P 500 index was up 32.15%, while the overall bond market had declined in value. So what are investors to do now? That depends on what your investment policy statement states, which details your investment portfolio asset allocation and how it is to be adjusted over time. There is little debate amongst…
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About: Stephen Ostrofsky
For over 36 years, I've been involved professionally with the financial services industry in many capacities. With my client's best interest in mind, I have dedicated myself to investor advocacy and financial education in pursuit of their True North.
Recent Posts by Stephen Ostrofsky
FRS Investment Plan Offers Self-Directed Brokerage Account Option With Greater Investment Choice
In January 2014, the Florida Retirement Systems (FRS) announced a self-directed brokerage account option for FRS Investment Plan participants, including teachers and public school employees. According to the FRS, “The Self-Directed Brokerage Account (SDBA) allows Investment Plan members to invest in thousands of different investments in addition to the Investment Plan’s primary investment funds.” In…
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FRS Investment Plan Offers Self-Directed Brokerage Account Option With Greater Investment Choice to Law Enforcement Officers and Firefighters
In January 2014, the Florida Retirement Systems (FRS) announced a self-directed brokerage account option for FRS Investment Plan participants, including law enforcement officers and firefighters. According to the FRS, “The Self-Directed Brokerage Account (SDBA) allows Investment Plan members to invest in thousands of different investments in addition to the Investment Plan’s primary investment funds.” In…
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True North Financial Advisors Offers Financial Planning Advice in Boca Raton
True North Financial Planning Advisors, launches a financial planning website to promote investor education in financial planning and investment advisory services. True North Financial Advisors founder, Stephen Ostrofsky, CFP®, has 25 years of experience in the financial services industry. Mr. Ostrofsky strongly believes, “most financial advisors’ compensation is structured in a way that is diametrically…
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