Member Event: Stocks -The Nuts and Bolts

Stocks can be important drivers of growth within your portfolio. However, they can be more volatile than fixed-income investments so it's important to select them carefully.

Join us to learn more about:

• Types of stocks, from small-cap to large-cap and value to growth
• How dividends can enhance stock returns
• What's taxed when you own a stock
• Alternatives to investing in individual stocks
• Benefits and trade-offs of active and passive management

With a better understanding of stocks, you can make more informed decisions about your investments and move closer to your financial goals.

Please use the form below or contact us today to RSVP. We look forward to seeing you!