Individual Stocks

Individual stocks only make up a small part of a client’s portfolio, and much is depended on the clients overall situation. Focused Financial Planning, Inc. uses these to take advantage of leading trends in the economy. This part of the portfolio sees a little more frequent buying and selling. The dollars in this category are a small fraction of the overall portfolio. A good example is the internet stock of the late 90s, or energy and solar during the latter part of this decade.

Swiss Precision.  American Knowhow.™