Peter Dizdar, Senior Wealth Advisor

Peter Dizdar, Senior Wealth Advisor We operate as your personal chief financial officer (CFO), your “go-to” person for any financial Weekend appointments available by request only

10/13/2021

I felt it prudent to share a great article I read early this morning from the FT (no subscription required for this one). Really validates how we manage assets for our clients in our models. If interested to chat further, DM me.

Stay informed.

https://on.ft.com/3atiovN

09/14/2021

If you’ve been waiting for a correction, it’s been like waiting for Godot. The statistic of the week was that we have not had a 5% correction since last October. If that holds up for the rest of the year, it will only be the third time that has happened since 1980.

The stock market finally gave us at least a hint of
concern this week, but which direction the next step is going to be remains a mystery. Check out our latest Weekly Commentary we curate, author and publish for our clients.

Stay informed.

02/25/2021

Thank you to Fordham University and the SWS Investment Club for allowing me the privilege to present again to 80+ students and hopefully inspiring and motivating some along the way. Look forward to teaching again.

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Great Neck, NY

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Tuesday 7am - 7pm
Wednesday 7am - 7pm
Thursday 7am - 7pm
Friday 7am - 7pm

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