Broker Check

Know What You Own....And Why

February 06, 2024

Throughout the years, we still get questions from people with varying levels of experience, knowledge and business owners. 

"I don't really understand what I own in this fund or ETF but I think I'm diversified...."

We recommend you not guess yet we can run some analysis to show you exactly what you own and then discuss whether you should hold, buy more, or sell. The important aspect of this exercise is more about WHY you own what you do and does that fit your future goals and objectives plus all of your risk factors.

We like to recommend growth and dividend paying companies that are growing and dominate their marketplace. 

Buy the BEST not the rest!!!