Broker Check

Do I own the right stocks?

July 27, 2023


Here's the question we get more often than not. Many people are coming to us for this knowledge plus they seem to be holding more cash because they lack a plan or don't believe it is working. Mostly they are over-diversified and/or holding the wrong stocks or ETFs and we're here to help.

Our analytic tools clearly show you what you own and we discuss why you own them. That's why we work so very hard to buy companies that will stand the test of time and through tough times. You guessed it - buy the best, not the rest!!!

Call us 262-456-3535 to learn more.