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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

New Proposed Rule Requires Fiduciary Standard for FRS Investment Plan Rollovers

New Proposed Rule Requires Fiduciary Standard for FRS Investment Plan Rollovers
The new rule change proposed by the Department of Labor (DOL) is designed to require the same level of financial advisor responsibilities for Individual Retirement Account (IRA) rollovers, as is currently mandated for FRS Investment Plan accounts. The higher standard referred to by the DOL rule change is known as the fiduciary standard. A financial…
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When Can Too Much of a Good Thing Results in Unmet Investor Expectations

When Can Too Much of a Good Thing Results in Unmet Investor Expectations
Investor appetite for a “good thing” seems to be boundless, and the pursuit of a good thing, some investments might not meet expectations. Before the credit crisis investors flocked to Mortgage Backed Securities (MBS) because of the yield and great credit ratings. How could you lose? A Puerto Rico investor’s pursuit of a “good thing”…
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