Stocks

Investing some or all of your equity money in individual stocks makes good sense for some investors. Owning individual stocks saves you on fees and gives you full control over when you sell (and realize taxable capital gains). At Tweddell Goldberg, we use several research services to help us identify promising stocks. Then we ask ourselves questions: What are the risks of owning this stock? Are the major brokerages too optimistic? What mutual funds have been buying and selling this stock lately? Does this stock make sense for an individual client?