Listen on Prosper with Keith Singer as attorney and Certified Financial Planner™ Keith Singer educates and empowers listeners 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 which…
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.
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.