In real estate, it’s location, location, location. In bond portfolios, it’s duration, duration, duration. With the onset of defined maturity or “target date” ETFs, investors now have the ability to tweak their portfolios to their liking. Muni , taxable and high yield offerings are now available in the market place, enabling investors to essentially “ladder Read more […]
Richard D. Steinberg, CFA is the President and Chief Investment Officer of Steinberg Global Asset Management, Ltd., a registered investment advisor. Steinberg Global actively manages approximately $575 million of assets for private clients, retirement plans, corporations, foundations, profit sharing plans and pension accounts.
Richard is a frequent guest on CNBC’s Squawk Box and PBS’ Nightly Business Report. He is often quoted by the Wall Street Journal, Barron’s, Business Week, Bloomberg, and other national press publications.
Richard is a Chartered Financial Analyst and a graduate of Emory University.He serves on the Governance Committee for the Professional Advisory Committee (PAC) for the Jewish Federation of South Palm Beach County. Additionally, Rich serves as Chair for the Anne & Norman Jacobson Jewish Community Foundation of South Palm Beach County and serves on the Executive Committee and is a Board Member of Jewish Federation of South Palm Beach County. Rich sits on the Schwab Advisor Services Advisory Board as well as the SSgA Client Advisory Council.