Stocks

What Are Stocks?

When a business needs to grow, but it lacks the funds, it may decide to go public. This means that it is offering percentages of the company to the public. A person can then buy a percentage, or stocks, of the company. As the company grows, the value of the percentage will also grow.

man adjusting financial chartsWealth Management and Stocks

Just like any type of investment, stocks can be risky. However, there are certain strategies of investing that can be more conservative. How you decide to invest is based on how much you are willing to lose and how much you want to gain. This is something that you should discuss with your financial planner. Your financial planner will be able to help you figure out your financial goals and help you understand the best way to invest in order to gain the profits you want.

Monitoring Your Stocks

Investments in stocks need to be constantly monitored. When stocks don’t do as well as predicted, your financial advisor needs to be aware of this and needs to advise you on better investments. Just as with any investment, diversification in stocks is the best way of lowering risks. You should not invest all of your capital into one company, you should buy stocks from many different companies.

Our Certified Financial Planners©

Our financial advisors will always be available to answer any of your questions about your stocks. We will help you create an investment planning strategy according to your financial goals. We can also advise you on the best bonds and mutual funds.

Begin your investment planning. Schedule an appointment with one of our certified financial planners©.

GET STARTED