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Senior Financial Services |
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Investment Summary
'If you have less than $50,000 to invest, you don't need a broker. The strategy that makes the most sense is investing in low-cost mutual finds, especially index funds that match performance of a stock index.'
"If you have more that $50,000 to invest, you should fire your broker and find an investment advisor. Brokerage firms would like you to think that they perform the same function as investment advisors. But they are not the same as independent investment advisors."
Arthur Levitt Jr.
"Take on the Street"
Former Chairman of the Securities and Exchange Commission
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