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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

The Year in Review – Can Help You Stay on Course in 2017

The Year in Review – Can Help You Stay on Course in 2017
The Year 2016 is near and end.  For those who do not have a financial plan, it is sometimes hard for some individuals to not feel a sense of regret as time keeps marching by and there always seems to be so much to do, to keep up, to keep from falling behind, to accomplish…
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Tax Loss Harvesting Strategies Should Be on Investors’ To-Do Lists

Tax Loss Harvesting Strategies Should Be on Investors’ To-Do Lists
Now is the time to take a good look at your taxable brokerage accounts to consider tax loss harvesting strategies for your portfolios.  Effective tax loss harvesting can help avoid capital gains taxes that will be due next year on April 15th.  Every investment portfolio has unrealized gains and losses.  The key to effective tax…
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How to Invest Retirement Portfolio with Upcoming Presidential Election?

How to Invest Retirement Portfolio with Upcoming Presidential Election?
Investors are asking, how should I invest my retirement portfolio with the upcoming Presidential Election?  This is the time many investors can become seduced into the notion of “beating the market”, or reaping “windfall profits” from moves in certain sectors and/or stocks in the securities market.  Unfortunately, market pundits supported by academic research would have…
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Estate Planning Primer: No Plan Can Lead to Unintended Consequences

Estate Planning Primer: No Plan Can Lead to Unintended Consequences
Every individual has an estate, whether they manage their estate or not, certain rules apply which may result in unintended consequences, unless an estate plan is developed.  The transfer of one’s wealth is a both a selfless and selfish act. Perhaps like no other, being our final act.  The estate plan that is designed to…
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