Equities Investment Plan

We spot opportunities with stocks that are trading at a lower price than what the company’s performance may otherwise indicate. These value stocks are usually the blue chip companies.

Growth stocks are companies that are anticipated to grow at a rate significantly above the average growth for the market. These stocks generally do not pay dividends but choose to rather re-invest profits.

Mutual funds are financial vehicles made up of a pool of money collected from many investors to invest in securities like stocks, bonds and ETF’s

Exchange Traded Funds (ETF’s) are groups of securities that trade on an exchange, just like a stock. Their prices fluctuate all day as the ETF is bought and sold; this is different from mutual funds that only trade once a day after the market closes.