Joseph Leonczyk (CRD #: 2911492), an investment adviser registered with Commonwealth Financial Network, has two pending customer disputes involving unsuitable investment recommendations, according to his BrokerCheck record, accessed on October 22, 2020. Keep reading to find out why these recommendations may have been unsuitable. On September 15, 2020, a client alleged that Joseph Leonczyk made…

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Stocks, bonds, cash equivalents—your investment portfolio is composed of different asset categories. But a 25-year-old’s portfolio looks markedly different from that of a 65-year-old—or at least it should. As you age and move closer to retirement, your asset allocation should reflect your desire to preserve capital, which manifests itself as a decreased tolerance for risk.…

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