2 episodes
Prosper with Keith Singer Keith Singer, JD CFP
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- Business
Keith Singer, an attorney and Certified Financial Planner™, educates and empowers listeners of Prosper! with Keith Singer on how to make the smartest possible financial choices to maximize and protect their family’s wealth. Singer Wealth Management is a full-service wealth planning firm that specializes in conservative tax efficient growth strategies. Keith Singer, JD CFP offers advisory services through Singer Wealth Advisors a Florida Registered Investment Advisory Firm.
Call 1-866-WEALTHY for a free consultation or visit our website at singerwealth.com
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Investing Alternatives and Advice From Pete Georgakopoulos
Keith Singer, along with Roy Rosner, touch on the stock market volatility of today, benefits of long-term investments, risk tolerance, and portfolio alignment. The pair also address the lack of confidence in stocks and bonds, and identify and explain alternative investment options, such as private equity and private real estate. The annual Barron's Report is also analyzed. Special guest, Pete Georgakopoulos, shares his findings and strategies on investing with Keith and Roy.
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Mitigating Risk and Leaving a Secure Legacy for the Next Generation
Today, Roy Rosner and I talk about mitigating risk and leaving a secure legacy for the next generation. We discuss the election cycle and seasonality of market returns. We dive into estate planning and recall stories of how we have serviced our clients.