Author: Louis Wolkenstein

Live Your Life On Your Terms

Live Your Life On Your Terms The Investment Advisor is Putting Together a Series of Educational Events Designed to Provide You With the Information and Perspective You Need to Make Decisions About Your Financial Life. It’s About Your Dreams, Your...

2018 was a pretty dramatic year for most people.

2018 was a pretty dramatic year for most people. The markets soared to new heights and became extremely volatile. Bitcoin crashed. The Fed increased interest rates, the principal value of bonds fell, yields rose and inflation ticked up past the...

Healthcare-FACHT

Re: FACHT The Investment Advisor LLC is Pleased to Announce Managing Principal Louis Wolkenstein is Now a Fellow at the American College of Healthcare Trustees. The Investment Advisor is a Registered Investment Advisory Firm serving Families, Individual, Small and Mid...

We Help Improve Your Life

The Missino of The Investment Advisor is to Help You Improve Your Life The Investment Advisor is Proud to Announce: The Investment Advisor, LLC is Donating the Following Advisory Services for 6 Months as a Show of Support for the...