Lenard A. Silverman, CPA, CFP
14 Penn Plaza Suite 1310 NY, NY 10122 (212) 868-2511 (34th Street between 7th and 8th)

Contact Us

 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:


  1.     Too many technology stocks in your portfolio
  2.     Holding on to stocks for too long
  3.     Averaging down
  4.     Not holding some fixed income securities in the portfolio

Let's rebalance your portfolio and get back to having a winning investment strategy