Lenard A. Silverman, CPA, CFP

450 Seventh Ave. Suite 3105 NY, NY 10123 (212) 868-2511

We all know that you can't get good unbiased portfolio advice from a stockbroker these days.

So a lot of people are trying to go it alone with a discount broker.

But without a proper strategy, you are spinning your wheels and going nowhere.

So make an appointment with me for a portfolio evaluation

The biggest investing mistakes that I have noticed in my
clients' portfolios are:
  • Too many technology stocks in your portfolio
  • Holding on to stocks for too long
  • Averaging down
  • Not holding some fixed income securities in the portfolio
Let's rebalance your portfolio and get back to having a winning investment strategy