Through a brokerage account you can invest or buy ownership in companies traded through one of the major exchanges. Investing in a public company can be beneficial in the short or long term but you can also lose your total investment if the company goes bankrupt.

How do you determine which stock to buy? Why are you buying it? What are the financials of the company? When do you buy? When do you sell? These are questions that are asked to assist you through the investment process. 

The amount of ownership you have is based on how many shares of the company are purchased or owned. The value of each share of stock is determined by the marketplace. The value of each company is based on many factors and will fluctuate daily. 

You can either purchase a Common Stock or a Preferred Stock. Owning shares of common stock allow the owner of the shares  to vote, obtain information about the company through annual meetings and prospectuses plus share in the profits if dividends are declared. Owning Preferred Stock allows an owner to share in the profits but does not vote. 

We coach our clients through the process as it is up to each investor to make the final decision as to when to buy and sell. Our role is to ask questions, investigate and provide information to make an informative decision. 

Where many people fail at investing is when they don’t ask good questions, don’t review income statements or pay attention. Let’s talk strategy!