Investment Advice in the Best Interest of the Investor

At Raffa Wealth Management we put the client first, making all investment decisions in the best interest of the client.  We see it as our fiduciary duty.  Our goal is to be clear and direct about fees and align our interests with our clients.

However, that is not always the case in the investment advice industry.  This article details new legislation being proposed that seems so obvious; that investment professionals working with clients should put their clients’ needs above their own.

Needless to say we think this is a good step to improve the financial advice industry.

 

Index Performance                                      Feb.     YTD      Trl. 1 Yr.              

US Stock (Russell 3000)                                    5.79%    2.85%     14.12%
Foreign Stock (FTSE AW ex US)                      5.29%    5.35%       1.97%
Total US Bond Mkt. (BarCap Aggregate)      -0.94%     1.14%      5.05%
Short US Gov. Bonds (BarCap Gov 1-5 Yr)   -0.47%    0.48%       1.12%
Municipal Bonds (BarCap 1-10yr Muni)       -0.69%    0.70%      3.35%
Cash (ML 3Month T-Bill)                                  0.00%    0.00%     0.03%

 

 

About

Raffa Wealth Management is an independent investment advisor providing nonprofit organizations, high net-worth investors, and qualified retirement plans with a full range of investment consulting services.  We were established to fill the need for transparency, clarity, and vision in the professional management of investment assets.   Visit us at www.raffawealth.com

There is no guarantee that any investment strategy, including those described here, will be successful. Any investment or investment strategy can lose money. Past performance does not guarantee or predict future results. You should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Raffa Wealth Management, LLC. This information was gathered from reliable sources but we cannot guarantee accuracy. Indexes do not reflect the fees associated with actual investments and such fees would reduce the performance illustrated.
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