What factors should I consider before making a stock investment?

  • Is this investment too risky for me?
  • Do I feel comfortable with this investment?
  • Do I have any moral conflict with what the business provides?
  • Is this investment registered with the SEC?
  • What sorts of fees are associated with this investment? Does it have a load that could possibly cancel out the earnings that you would receive?
  • How liquid is the investment? Could I sell this quickly?
  • What would need to happen in order to profit from this investment?

About Us

For over forty years, our firm has been providing quality, personalized financial guidance to local, national, and international individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. We have a wide background in audits and numerous initial offerings for a varied number of clients.> Read more »